Heckerling Recap 2023!

An Annual Must-Attend Event

Jere Doyle of BNY Mellon Wealth Management attended the Heckerling Conference this year and has great Heckerling  insights to share.  Please join us on February 14, 2023 at 11:30 a.m. for a program on some of the topics they would have discussed at Heckerling. We will discuss the following topics that were on the Heckerling agenda: recent developments, the self-dealing rules, private placement life insurance, state income taxation of trusts, gifts to foreign charities and the fundamentals of the income taxation of partnerships.

About the Speaker

Jere Doyle is an estate planning strategist for BNY Mellon Wealth Management and a senior vice president of BNY Mellon. He has been with the firm since 1981. Jere provides wealthy individuals and families throughout the country with integrated wealth management advice on how to hold, manage and transfer their wealth in a tax efficient manner.

Jere has presented his take-aways of the annual Heckerling Institute conference to the Hampden County Estate Planning Council many times, and we’re thrilled to welcome him back this year.

Jere is admitted to practice law in the Commonwealth of Massachusetts and before the United States District Court, United States Court of Appeals (First Circuit) and the United States Tax Court. He formerly served as a member of the Massachusetts Joint Bar Committee on Judicial Appointments. He is the editor and co-author of Preparing Fiduciary Income Tax Returns, a contributing author of Preparing Estate Tax Returns, a contributing author of Understanding and Using Trusts and a contributing author of Drafting Irrevocable Trusts in Massachusetts, all published by Massachusetts Continuing Legal Education. Jere is also a reviewing editor of the 1041 Deskbook published by Practitioner's Publishing Company. Jere is a lecturer in law in the Graduate Tax Program at Boston University School of Law.

Jere received a LL.M. in banking law from Boston University Law School, a LL.M in taxation from Boston University Law School, a juris doctor from Hamline University Law School and a bachelor's degree from Providence College. He is a member of the American Bar Association, Massachusetts Bar Association, Boston Estate Planning Council and the Essex County Bar Association. He served as president of the Boston Estate Planning Council and currently serves as a member of its Executive Committee and was a 20-year member of the Executive Committee of the Essex County Bar Association. He was named as the 2009 Estate Planner of the Year by the Boston Estate Planning Council. Jere has spoken at numerous professional education programs throughout the country on various topics, been quoted in numerous business publications and has appeared on CNBC, MSNBC and CNN.

RESERVATIONS AND PAYMENT FOR THE LUNCHEON MUST BE RECEIVED BY MONDAY, February 13, a.m., WITHOUT EXCEPTION.  Cancellations by February 13.

Space will not be reserved for non-respondents.

NO PAYMENTS AT THE DOOR.