COURSE DESCRIPTION
Advance your fiduciary taxation expertise with sophisticated strategies for complex trust structures and specialized tax planning scenarios. This program builds on foundational concepts to address challenging situations including charitable trusts, generation-skipping tax planning, and international trust taxation. Develop the specialized knowledge required for the most complex trust and estate tax planning and administration.
- Master generation-skipping transfer tax planning and compliance for dynasty trust structures
- Navigate charitable trust taxation including charitable remainder trusts and charitable lead trusts
- Address international trust taxation and reporting requirements for foreign trusts and beneficiaries
- Understand state income tax considerations affecting trust situs selection and beneficiary distributions
Speaker:
Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.