WEBINAR: IRAs Qualified Plans & Divorce

Date: Thursday, November 19, 2020
Time: 12:00pm - 1:00pm
Location: Virtual Meeting / Zoom
Speaker: Jeremiah W. Doyle, IV, Estate Planning Strategist

 

Jeremiah W. Doyle, IV
Estate Planning Strategist
Senior Vice President, BNY Mellon Wealth Management

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.

Memberships

Former member, Massachusetts Joint Bar Committee on Judicial Appointments Member, American Bar Association
Member, Massachusetts Bar Association
Member, Essex County Bar Association

Member, Boston Estate Planning Council
Former president, Boston Estate Planning Council
Executive committee member, Boston Estate Planning Council 20-year member, Essex County Bar Association Executive Committee

Notices, Publications & Awards

2009 Estate Planner of the Year, Boston Estate Planning Council
Editor and co-author, Preparing Fiduciary Income Tax Returns
Contributing Author, Preparing Estate Tax Returns
Contributing Author, Understanding and Using Trusts and contributing author of Drafting Irrevocable Trusts in Massachusetts, both published by Massachusetts Continuing Legal Education

Quoted in numerous business publications and has appeared as an expert on wealth management issues on CNBC, MSNBC, and CNN
Estate Planning Hall of Fame®, National Association of Estate Planners and Councils Distinguished Accredited Estate Planner®, National Association of Estate Planners and Councils Teacher, Graduate Tax Program at Boston University Law School

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