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Charitable Planning with Complex Assets

Wednesday, November 19, 2014 4:00 pm

Continuing Education Event: Charitable Estate Planning with Complex Assets

When: Wednesday, November 19, 2014 from 4 to 7 p.m.
Where: The Duquesne Club [325 Sixth Avenue, Pittsburgh, PA 15222]

By invitation only

This informative lecture details the use of complex assets as charitable gifts. Jere Doyle will discuss in depth gifts of closely held stock, LLC and partnership interests, private equity interests, as well as gifts of real estate, art, and tangible property.
 
ABOUT JEREMIAH DOYLE

Jeremiah W. Doyle IV, Esq.

 

Jeremiah W. Doyle IV, Esq.
Senior Vice President, BNY Mellon Wealth Management

Jere Doyle is an estate planning strategist for BNY Mellon’s Private Wealth Management group. With the firm since 1981, he provides integrated wealth management advice to high net worth individuals and families throughout the country. 

Jere 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 BS in accounting from Providence College.

Jere was recognized as “Estate Planner of the Year” in 2009. In 2011 he was elected to the National Association of
Estate Planners & Councils (NAEPC) Estate Planning Hall of Fame as an Accredited Estate Planner® (Distinguished).