Full Name
Jere Doyle
Job Title
Senior Vice President
Company
BNY Mellon
Speaker Bio

Jere Doyle, JD, LLM, AEP® is an estate planning strategist for BNY Mellon’s private wealth management group and a senior vice president of BNY 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.

Jere is 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. He received an LLM in banking law from Boston University Law School, an 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 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 he was a twenty-year member of the executive committee of the Essex County Bar Association. He was named “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.

Jere Doyle