Continuing Legal Education

TELESEMINAR: 2013 Estate & Trust Planning Update, Part 1 – A National Perspective

June 11, 2013
12:00 – 1:00 p.m.
1.00 MCLE hours


This annual update will provide you with a wide-ranging review of substantive legal developments impacting your estate and trust planning and administration practice. The program will provide you with a detailed review of the new tax law and its impact on trust and estate planning, including the new 3.8% Medicare tax and the law’s impact on revocable trust planning.  The program will also provide you with a case law and regulatory update with developments related to property valuation, the Generation Skipping Transfer Tax, charitable giving, and FLPs and FLLCs. This two-part program will provide you with an update of what you need to know about recent developments impacting the advice you give your clients about their estates and trusts. Part 1 of 2.


  • Detailed review of new tax law’s impact on estate and trust planning
  • New 3.8% Medicare tax and trusts
  • Impact of new law on revocable trust planning
  • Defined value clause developments
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Program Speakers:
Jeremiah W. Doyle, IV
, BNY Mellon Wealth Management, Massachusetts
Blanche Lark Christerson, Deutsche Bank Private Wealth Management, Chicago
Daniel L. Daniels, Wiggin and Dana, LLP, Connecticut
David T. Leibell, Wiggin and Dana, LLP, Connecticut

Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education.  Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.

Blanche Lark Christerson is a managing director at Deutsche Bank Private Wealth Management in New York City, where she works with clients and their advisors to help develop estate, gift, tax, and wealth transfer planning strategies.  Earlier in her career she was a vice president in the estate planning department of U.S. Trust Company. She also practiced law with Weil, Gotshal & Manges in New York City. Ms. Christerson is the author of the monthly newsletter “Tax Topics."  She received her B.A. from Sarah Lawrence College, her J.D. from New York Law School and her LL.M. in taxation from New York University School of Law.

Daniel L. Daniels is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families. A Fellow of the American College of Trust and Estate Counsel, he is listed in “The Best Lawyers in America,” and has been named by “Worth” magazine as one of the Top 100 Lawyers in the United States representing affluent individuals.  Mr. Daniels received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, from Harvard Law School.

David T. Leibell is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where he has an extensive estate, trust and charitable giving practice. He previously worked in the financial services industry, specializing in the financial aspects of estate planning. He is the author of a monthly column in “Trusts & Estates” magazine.  He also authors a column for “Registered Representative Magazine.” Mr. Leibell received his B.A. from Trinity College and his J.D. from Fordham Law School.