COURSE DESCRIPTION
Master the fundamental principles of trust administration that transform well-drafted estate planning documents into effective wealth management and family protection tools. This comprehensive program addresses the essential administrative duties and practical challenges facing trustees in today's complex legal and financial environment. Build the foundational knowledge necessary for competent trust administration and fiduciary service.
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Understand core fiduciary duties including loyalty, impartiality, and prudent administration standards
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Navigate investment management responsibilities and modern portfolio theory applications in trust administration
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Address beneficiary communication requirements and family dynamics in trust relationships
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Implement effective record-keeping and accounting systems that satisfy legal and practical requirements
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.