COURSE DESCRIPTION
Advance your trust administration expertise with sophisticated strategies for complex administrative challenges and specialized trust structures. This program builds on foundational concepts to address discretionary distribution decisions, trust modifications, and advanced planning techniques. Develop the specialized knowledge required to handle the most challenging aspects of modern trust administration practice.
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Master discretionary distribution standards and beneficiary advocacy in complex family situations
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Navigate trust modification and termination procedures including judicial and non-judicial options
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Address tax considerations affecting trust administration including income tax planning and reporting
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Handle specialized trust types including charitable trusts, special needs trusts, and dynasty planning structures
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.