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.

May 14, 2020

Webcast

Northwestern Mutual Life Ins. Co.

Topic to be determined.
Attendance limited to Northwestern Mutual agents and invited guests.

*September 11, 2020

Richmond, VA

Virginia Academy of Elder Law Attorneys

4-hour presentation:

  • Recent Developments in Estate Planning for Retirement Benefits:
  • SECURE, CARES, new IRS Tables
  • Case Studies: Estate Planning for Retirement Benefits after SECURE
  • Trusts as Beneficiaries of Retirement Benefits
  • Death & Taxes: the Inherited Retirement Plan

Patty McSherry pmcsherry@vaela.org

*September 12, 2020

White Sulphur Spring, WV

ACTEC Southeast Regional Fall Meeting

1-hour presentation: Estate Planning for Retirement Benefits after SECURE

Attendance limited to ACTEC fellows registered for this meeting.

*September 17, 2020

Falmouth, ME

Maine Community Foundation

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

*September 24, 2020

Ketchum, ID

Idaho State Bar-Probate Trust & Tax Section

2020 Annual Advanced Estate Planning Conference

90 minute presentation:

Estate Planning for Retirement Benefits: Recent Developments and Current Trends, including SECURE, CARES, and new IRS life expectancy tables.

Teresa Baker 208-334-4500 X8888

September 30, 2020

Chesterfield, MO

Financial Planning Association of Greater St. Louis

1.5 hour presentation:

“The 201 Best & Worst Planning Ideas for Your Client’s Retirement Benefits”
Includes SECURE! What it Means for Our Clients’ Estate Plans and CARES effect on RMD planning.

Jim Susman 314-997-3390

*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 16, 2020

St. Paul, MN

Minnesota Continuing Legal Education

3-hour presentation

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

Tim Morrow tmorrow@minncle.org

*November 5, 2020

Newton, MA

New England ACTEC

90-minute presentation

Estate Planning for Retirement Benefits after SECURE

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