Clarkston Capital

CAEPC: Act II: Estate Planning for the Second Marriage

Date: Monday, March 2, 2015
Time: 5:00pm - 7:30pm
Location: Phoenix Country Club
Speaker: Jere Doyle: BNY Mellon

"Act II:  Estate Planning for the Second Marriage"

Jeremiah W. Doyle, IV

BNY Mellon Wealth Management

Program Description:

It's deja vu all over again but with a few more complications. This program will focus on issues to consider in second marriages: prenuptial agreements, portability, tax apportionment, QTIP trusts, support obligations, wealth and age disparities, blended families and more. The most common issues and potential solutions will be presented


Past Presidents Honored!
It's our annual opportunity to express gratitude to the past presidents of CAEPC for their time and efforts, and their role in building our organization to where we are today. 
If you are a
Past President of CAEPC, or you happen to see a past president, remind them to be sure and join us. (free for all past presidents, even if they are not current members).

 Come early, share a cocktail with fellow planning professionals, and sit down to an excellent meal followed by a professionally delivered presentation.


This program is generously sponsored by:



Additional meeting information:

Be sure to sign in (and out if you are seeking CFP or Arizona Dept. of Ins. CE credits).

Last minute cancellations:  If you find you cannot attend, an e-mail to gives us an idea of how many extra seats we may have for those arriving "at the door".

We love substitutes! If you can't attend, maybe someone else in your firm or practice would like to attend in your stead?    As always, you can register your substitutes on-line, or send us a quick e-mail to

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