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BBA Virtual CLE: Planning With Nongrantor Trusts

Monday, May 16, 2022 12:00 PM to 2:00 PM


The BBA presents live webinars and virtual events via Zoom. Please register for this program through your BBA account at least two hours before the start time of the program to receive the Zoom webinar link.

Industry expert and ACTEC Fellow Jere Doyle will walk attendees through the basics of nongrantor trusts, which are anything but basic.  Discussion will cover federal and state income tax considerations, planning for qualified small business stock, special deductions available to trusts, charitable deductions, capital gains and DNI, bequests, expenses and other rules unique to nongrantor trusts.

Registration Categories:
Premier Member - Free. Included as part of Membership
Premier Sponsor Firm / Government Lawyer/ Legal Services – Free. Included as part of Membership
BBA Member - $150.00
BBA Member - Legal Services/ Government Lawyer - $70.00
Non-Member - $250.00
Law Student - $30.00

BBA Webinars & Virtual Events are supported by the Joan B. DiCola Fund. To learn more or support this fund, click here.

Sponsoring Section/Committee(s):


  • Jeremiah W. Doyle IV
    • BNY Mellon Wealth Management



Jenna Kim


BBA Event Calendar