Presented by: Jere Doyle, IV
This study group
session will explore the application of the 3.8% surtax to trusts
and estates and the planning ideas to avoid or minimize the tax.
The discussion will included grantor and non-grantor trusts,
charitable remainder trusts, qualified subchapter S trusts,
electing small business trusts. Also covered will be the reporting
requirements and actual case studies complete with calculations.
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