2022 Heckerling Recap: Panel Discussion Webinar

Description 

The  panel discussion will cover the highlights of the 56th Annual  Heckerling Institute on Estate Planning that was held virtually from  March 28 – April 1, 2022. The presentation will cover recent estate  planning developments as well as a summary of the more important  sessions during the week-long virtual program.

 

Presenters 

 Joseph (Jay) B. Darby III 

Joseph  (“Jay”) B. Darby III has more than thirty years of experience  representing clients in a wide range of tax, estate planning, and  related business matters. His goal is to help clients enjoy their lives  by reducing taxes, avoiding (or resolving) problems with taxing  authorities, and passing personal wealth to the appropriate next  destination. Jay's clients range from individuals to large public and  private business entities, and while he has structured some of the most  sophisticated transactions in the business arena, he is mindful of the  fact that people rather than businesses ultimately pay taxes. Therefore,  he always structures transactions with the goal of minimizing the tax  costs and maximizing the after-tax return for the people he  represents. An early proponent of Opportunity Zones (an investment  incentive created under the 2017 Tax Act), Jay has become one of the  country’s go-to experts in the area, helping clients bring business  investment and ultimately prosperity to some of the most challenged  areas of the country.Jay is the author of a highly acclaimed  treatise, Practical Guide to Mergers, Acquisitions and Business  Sales (click here to purchase). He has written more than 1,000 articles  on tax, business, and a diverse range of other topics. He teaches  numerous advanced tax courses at Boston University School of Law's  Graduate Tax Program, and has taught regularly at Boston College Law  School and Bentley College (in the Masters of Taxation program). He is a  popular speaker on the national tax conference and webinar circuit,  lecturing regularly on a wide range of topics. He is also the founder  and principal host of the OZoom Forum, a video-conferencing platform  sponsored by Boston University School of Law that provides a venue for  sharing information and ideas about Opportunity Zones and related  subjects.Jay’s many awards and honors include being recognized in the  area of tax practice by Best Lawyers in America®, being recognized for  his achievements in Legal 500 U.S., being named a “Top 25 Opportunity  Zone Influencer” by Opportunity Zone Expo Magazine, and receiving an AV  Preeminent®, Martindale-Hubbell® Peer Review Rating™.  Jay was a partner  at some of the largest and most prestigious law firms in the country,  including Greenberg Traurig LLP and Holland & Knight LLP,  before founding his own firm, Joseph Darby Law PC.

 Jeremiah W. Doyle, IV, Esq. 

Jere  Doyle is an estate planning strategist for BNY Mellon's Private Wealth  Management group and a Senior Vice President of Bank of New York Mellon.  Jere is admitted to practice law in the Commonwealth of Massachusetts  and before the United States District Court, United States Court of  Appeals (First Circuit) and the United States Tax Court. He formerly  served as a member of the Massachusetts Joint Bar Committee on Judicial  Appointments. He is a co-author of the law school casebook The Income  Taxation of Trusts and Estates published by Carolina Academic Press. He  is the editor and co-author of Preparing Fiduciary Income Tax Returns, a  contributing author of Preparing Estate Tax Returns, a contributing  author of Understanding and Using Trusts, and a contributing author of  Drafting Irrevocable Trusts in Massachusetts, all published by  Massachusetts Continuing Legal Education. He is also a reviewing editor  of the 1041 Deskbook published by Practitioner’s Publishing Company.

Jere is an adjunct professor of law in the Graduate Tax Program at Boston University School of Law.  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. He is a Fellow of the American College of Trust and Estate  Counsel (ACTEC). He served as president of the Boston Estate Planning  Council and formerly served as a member of its Executive Committee and  was a 20-year member of the Executive Committee of the Essex County Bar  Association. He was named as the “Estate Planner of the Year” in 2009 by  the Boston Estate Planning Council.

 Judith A. Saxe AEP®, CAP® 

Judith Saxe is the  director of research and education for wealth strategies and a senior  wealth strategist at CIBC Private Wealth.  In this role, she leads  firm-wide educational initiatives related to the work of the Wealth  Strategies Group, including estate, gift, philanthropic, business  succession, fiduciary and legacy planning. She also works  collaboratively with clients and their advisors to create integrated  estate plans and guide client families with evolving a healthy wealth  culture and developing the rising generation, all as part of CIBC  Private Wealth Management’s integrated wealth management process.

Judith  has over 30 years of industry experience counseling high net worth  individuals, corporate executives, owners of closely held businesses and  multinationals on sophisticated estate planning designs and strategies.  She joined the firm in 2003 from Ernst & Young LLP, where she was  the New England-area director of estate and business succession  planning. Previously, Judith practiced law with a specialty in estate  planning at major firms in New York City.  More  recently, she served on the board of directors of the National  Association of Estate Planning Councils (NAEPC), following an 11-year  tenure on the executive committee and board of directors of The Boston  Estate Planning Council (BEPC), where she was named as president from  2013-2014. BEPC is one of the nation’s largest and most prestigious  interdisciplinary estate planning councils, with over 700 members in the  greater Boston community. She continues to be active with these  organizations. In addition to presenting on a range of wealth  strategies-related topics, Judith has also written articles for or been  quoted in national and local publications, including The Wall Street  Journal, Private Wealth magazine and Massachusetts Lawyers Weekly. She  has also chaired or been a panelist for numerous programs, including for  Massachusetts Continuing Legal Education (MCLE), the Massachusetts Bar  Association and BEPC, and is a contributor to several MCLE treatises.  

Judith  earned a Bachelor of Arts with honors from Harvard University and a  Juris Doctor from the New York University School of Law. In addition to  these degrees, in 2008 she was awarded the Accredited Estate Planner®  (AEP®) designation by NAEPC in recognition of both her experience in and  her interdisciplinary approach to estate planning, and in 2018, she  obtained the Chartered Advisor in Philanthropy® (CAP®) designation  through the American College of Financial Services.

How To Register

Registration requires two steps:

1. Register via the event website.

2. Follow the link provided in the Getting Ready Email to access Zoom platform.

Please reach out to bepc@bepc.org with any questions.