The 7th Edition is here!
Life and Death Planning
for Retirement Benefits
provides the information practitioners need to deal with their clients' retirement benefits. Order the book.
The QPRT Manual
is the definitive guide to qualified personal residence trusts. Order the book.
Natalie B. Choate
Estate Planning Expert
Natalie B. Choate practices law in Boston, Massachusetts, with the firm of Nutter McClennen & Fish LLP. Her practice is limited to consulting on estate planning and retirement benefits matters. Her books Life and Death Planning for Retirement Benefits and The QPRT Manual are leading resources for estate planning professionals.
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You can order Natalie Choate's Special Reports and download them within minutes. There are nine Special Reports focusing on a range of topics. Learn more.
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WHAT’S NEW
Choate’s Notes
Vol. 13, No. 1, Spring 2011: Disclaimers: Essentials + New Deadline
NEW Special Report! IRAs with Hair
What to do with an IRA that has a shady past. Read more. Also available as a seminar topic. Learn more.
7th Edition of Life and Death Planning for Retirement Benefits
2/03/11: The first update to new edition covers impact of new estate tax rules! Download the pdf.
The new 7th edition (2011) of Natalie Choate’s classic book, the practitioner’s “bible” for understanding their clients’ IRAs and other retirement plans, tells you everything you need to know about rollovers, Roth conversions, minimum distributions, making retirement benefits payable to trusts, pre-age 59½ distributions, how to recover after-tax money from IRAs and plans, and much much more.
Plus the 7th contains the following NEW features making it easier to find all that information:
13 all-new “Road Maps” guide you step by step when you need to compute a client’s lifetime “minimum required distributions” (MRDs); compute post-death MRDs to beneficiaries; advise a surviving spouse, executor, or nonspouse beneficiary; do estate planning for a married participant; or advise retirees on their distribution choices.
New Checklists assist in drafting a beneficiary designation form (p. 574) or trust to be named as beneficiary of a retirement plan (p. 394), and in using disclaimers (pp. 277, 296).
And, back by popular demand: A See-through Trust Tester Quiz (p. 477) enables you to determine whether your trust qualifies as a “see-through trust” under the IRS’s minimum distribution trust rules. Order the new edition here.