Natalie Choate’s Seminar Schedule

Here are all my currently booked seminars, by date and city. I hope to see you soon at one of them!

All seminars are for professional audiences unless otherwise indicated. If no contact phone number or linked web site is shown, the event is for members only. The topic for these talks is some aspect of “Estate Planning for Retirement Benefits” unless otherwise noted.

*An asterisk indicates a NEW engagement added since the last update or a seminar with changed information since the last update—such as a new date, topic or contact person.

Additional Natalie Choate webinars not listed here may be offered through Leimberg Information Services and Boston Tax Institute ). Check those sites for current listings.

ALL 2020 SEMINARS WILL COVER these major new developments as they affect planning for retirement benefits: The SECURE Act 2019, CARES Act 2020, and new IRS life expectancy tables for computing RMDs.

NOTE: MANY PREVIOUSLY SCHEDULED SEMINARS HAVE  BEEN RESCHEDULED, CANCELLED OR CONVERTED TO WEBINARS.

October 6, 2020

New Orleans, LA

Jewish Endowment Foundation of Louisiana

1.5-2.0 hour presentation

Estate Planning for Retirement Benefits: Recent Developments, including SECURE and CARES.

Patti Lengsfield patti@jefno.org

*October 14, 2020

Eastern Connecticut Tax & Estate Planning Council

Webinar 75 minutes

Details will be provided later

*October 16, 2020

St. Paul, MN

Minnesota Continuing Legal Education

3-hour presentation, expected to convert to webinar from live seminar

  • Case Studies: Estate Planning for Retirement Benefits after SECURE
  • Trusts as Beneficiaries of Retirement Benefits

Tim Morrow tmorrow@minncle.org

*October 22, 2020

Atlanta, GA

NAPFA (National Association of Personal Financial Advisors)

2.5 hour presentation, being converted from live seminar to webinar

Topic(s) to be determined

Kristin Keith KeithK@napfa.org

*November 5, 2020 (formerly 11/6/20)

Philadelphia, PA

Pennsylvania Bar Institute event: Estate Law Institute

3.5 hour webinar (originally planned as live seminar)

Planning for Retirement Benefits: SECURE and other recent Developments
Case Studies in Estate Planning for Retirement Benefits after SECURE
Charitable Giving with Retirement Benefits

*November 10, 2020

National Association of Estate Planners and Councils (NAEPC) Annual Meeting

Webinar. Details to be announced.

*November 12, 2020 (formerly 9/17/2020)

Maine Community Foundation

Webinar. (Changed from live seminar)

2-hour presentation

  • Case Studies: Estate Planning for Retirement Benefits after SECURE
  • Charitable Giving with Retirement Benefits–lifetime and at death, including SECURE and CARES impact

Attendance limited to invited guests.

January 15, 2021

Orlando, FL

Heckerling Institute on Estate Planning

Estate Planning & Trust Drafting for Retirement Benefits in a post-SECURE World: What to Do and How to Do it.

https://www.law.miami.edu/heckerling