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ENGAGE 2020


Income Tax Consequences of Funding Bequests


Jun 10, 2020 2:00pm ‐ Jun 10, 2020 3:15pm

Description

Transferring assets from an estate or trust to a beneficiary has income tax consequences. This session will discuss the 6 issues that arise when assets are transferred from a trust or estate to satisfy a bequest. An example will be used to illustrate the tax issues involved and how to address the compliance as well as planning issues presented.

Learning Objectives:
  • Learn the 6 issues that must be addressed when funding bequests
  • Learn the planning opportunities that exist funding bequests

Speaker(s):

  • Jeremiah Doyle, BS (Accounting), JD, LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management
Tags: EST
Category: Concurrent Session (Onsite and Online)

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