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DTSTART:20230214T163000Z
DTEND:20230214T180000Z
LOCATION:Twin Hills Country Club
UID:2385020230214T163000ZHeckerling Recap 2023
DTSTAMP:20260405T133926Z
DESCRIPTION:\nHeckerling Recap 2023!\n \nAn Annual Must-Attend Event\n \nJere 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.\n \nAbout the Speaker\n \nJere 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.\n \nJere 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.\n \nJere 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.\n \nJere 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. \nCost : Paid Members $40.00  Nonmembers $45.00* \n*If your 2022-2023 dues are not paid, you are a nonmember.\n \nRESERVATIONS AND PAYMENT FOR THE LUNCHEON MUST BE RECEIVED BY MONDAY, February 13, a.m., WITHOUT EXCEPTION.  Cancellations by February 13.\n\nSpace will not be reserved for non-respondents.\n\nNO PAYMENTS AT THE DOOR.  \n\nClick to Register below.  To pay by check, also click Check to be Mailed and send your check to: \n  \nThe Estate Planning Council of Hampden County, Inc.\n c/o Joan Peterson\n A Way With Words\n 12845 Old Turnpike Road  \n Mifflinburg, PA 17844-8009\n Cell Phone: 413.563.7057\n\n Please mark your calendars, and if a corporate check is needed, be sure to request it early, as it must arrive before the published due date for each meeting.  Corporate checks should indicate the member's name. \n  \n\n Visit our Web Site:   [https://www.estateplan-hc.org](http://www.estateplan-hc.org)\n Membership Application or Change of Address: [https://www.estateplan-hc.org/members/application](http://www.estateplan-hc.org/members/application)\n NAEPC Web site: [https://www.naepc.org](http://www.naepc.org)
SUMMARY:Heckerling Recap 2023 - Estate Planning Council of Hampden County 
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DESCRIPTION:Reminder
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