Jeremiah W. Doyle

Jeremiah W. Doyle

Lecturer

Senior Vice President, BNY Mellon Wealth Management

BS, Providence College
JD, Hamline University
LLM in Banking and Financial Law, Boston University School of Law
LLM in Taxation, Boston University School of Law


Biography

Jeremiah W. Doyle, IV is an estate planning strategist for BNY Mellon’s Private Wealth Management group and a Senior Vice President of Bank of New York Mellon. He has been with the firm since 1981.  Jere provides high net worth 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. 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 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, a contributing author of Drafting Irrevocable Trusts in Massachusetts all published by Massachusetts Continuing Legal Education, a reviewing editor of the 1041 Deskbook published by Practitioner’s Publishing Company  and a contributing columnist for Estate Planning Review – The Journal published by Commerce Clearing House.  Jere is a lecturer in law in the Graduate Tax Program at Boston University School of Law.  Jere received a LLM in banking law from Boston University Law School, a LLM 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 member of the American Bar Association, Massachusetts Bar Association, Boston Estate Planning Council and the Essex County Bar Association.  He served as president of the Boston Estate Planning Council and as a member of its Executive Committee and was a 20-year member of the Executive Committee of the Essex County Bar Association. He is also a member of the steering committee for the American Institute of Certified Public Accountants Advanced Estate Planning Program. He was named as the “Estate Planner of the Year” in 2009 by the Boston Estate Planning Council. 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). He has spoken at numerous professional education programs throughout the country on various topics, been quoted in numerous business publications and has appeared on CNBC, MSNBC and CNN.

Activities & Engagements

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Courses

TAXATION OF TRUSTS & FIDUCIARIES: LAW TX 937

2 credits

Income tax consequences arising upon the death of a decedent and special income tax treatments of estates, trusts, and fiduciaries. Topics include determination of gross income and allocation between the decedent and the estate or trust; special problems with income in respect of a decedent; separate and conduit taxation of estates and trusts; allocation of tax attributes between an estate or trust and its beneficiaries; grantor trust rules, and other topics. Prerequisite: Federal Income Taxation I.

SPRG 2025: LAW TX 937 A1 , Jan 13th to Apr 23rd 2025
Days Start End Credits Instructors Bldg Room
Mon 4:20 pm 6:20 pm 2 Jeremiah W. Doyle LAW 212
SPRG 2025: LAW TX 937 OL , Jan 13th to Apr 23rd 2025
Days Start End Credits Instructors Bldg Room
ARR 12:00 am 12:00 am 2 Jeremiah W. Doyle