Estate and Charitable Planning in light of the recent 2020 Election, the Secure Act and the CARES Act - Jere Doyle

Estate and Charitable Planning in light of the recent 2020 Election, the Secure Act and the CARES Act 

Registration Deadline: Friday, January 15, 2021 Guest fee is $20.00. Please submit payment to SWFEPC for all guests. Event Location: Webcast via ZOOM Event Time: Presentation:  12:00 p.m - 1:40 p.m (100 minutes)

Sponsored by:

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.

The CARES and SECURE Act as well as the recent presidential election will have a significant impact on charitable giving strategies. Please join us for a discussion on how recent tax legislation has changed planned giving strategies. Our discussion will include an overview of the tax ramifications of charitable giving, the changes in the rules for “qualified charitable distributions” from Individual Retirement Accounts (IRA), how the changes in the retirement plan distribution rules as well as potential increases in the capital gain rates may make charitable remainder trusts more attractive and the benefits of naming a charity as the beneficiary of an IRA. In addition, we will discuss the benefits of gifting appreciated assets, donor advised funds, charitable gift annuities and the benefits of using a charitable lead trust in the current low interest rate environment.