Join Estate Planning Strategist, Jere Doyle, to learn how the election is expected to impact tax law and what it may mean for your estate plan. Enjoy a coffee and tea reception following the program.
The current estate tax exemption is scheduled to ‘sunset’ on January 1, 2026. If Congress does not act the exemption amount could be cut by almost half. Come learn planning strategies for estates of all sizes and how these changes could impact your plan.
Jere Doyle is an estate planning strategist for BNY Wealth and a senior vice president of BNY. 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.
2pm Program in Theater begins
3pm Coffee and Tea Reception
