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 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.

December 2, 2020

Community Foundation of Greater Memphis

3-hour webinar

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

Frank Horrell
901-277-8248

December 4, 2020

Boston Tax Institute

Multi-hour webinar on Estate Planning for Retirement Benefits post-SECURE

Includes new developments (SECURE, CARES, new IRS tables); the 7 things you must know when making retirement benefits payable to trusts; case studies for estate planning for retirement benefits after SECURE; charitable giving with retirement benefits; and the inherited retirement plan.

Details (and ability to register) posted at: bostontaxinstitute.com

January 2021

Orlando, FL

Heckerling Institute on Estate Planning

THIS EVENT HAS BEEN RESCHEDULED TO MAY 2021 (q.v.)

March 18, 2021

Indianapolis, IN

Estate Planning Council of Indianapolis

3.5 hour webinar:

  • Planning for Retirement Benefits: SECURE and other recent Developments
  • Making Retirement Benefits Payable to Trusts
  • Charitable Giving with Retirement Benefits

Attendance limited to members and invited guests.

April 27, 2021

Massachusetts Continuing Legal Education Inc (MCLE)

Estate Planning Institute

1 hour: Making Retirement Benefits Payable to Trusts

Visit mcle.org for details or to register

*April 28, 2021

Merrill Lynch Wealth Management–San Diego

Webinar 1 hour

Attendance limited to invited guests only.

May 3-7, 2021

Orlando, FL

The 2021 Heckerling Institute on Estate Planning has been rescheduled to the week of May 3-7, 2021.

Date of my presentation within that week has not been finalized.
Estate Planning & Trust Drafting for Retirement Benefits in a post-SECURE World: What to Do and How to Do it

law.miami.edu/heckerling

June, 8, 2021

Hyannisport, MA

Estate Planning Council of Cape Cod

3-hour seminar:

  • Planning for Retirement Benefits: SECURE and other recent Developments
  • Case Studies in Estate Planning for Retirement Benefits
  • Making Retirement Benefits Payable to Trusts

For info, contact: admin@epccc.org
or Carolyn Andersen
774-763-6590

*September 23, 2021

Wealth Counsel

Advanced Estate Planning Summit

2-hour webinar: “Making Retirement Benefits Payable to Trusts”

Jennifer.villier@wealthcounsel.com