Choate’s Notes

“Choate’s Notes” is a newsletter with interesting tidbits for professionals, mainly on the subject of estate planning for retirement benefits. It is sent by email only, and as of now is free. The publication schedule is extremely irregular.

Back issues are listed with links to the newsletter below.
If you would like to be on the mailing list for Choate’s Notes, please complete this form. You MUST include your professional title and/or the name of your firm. Choate’s Notes is only for professionals in the estate planning, retirement plan or money management business, including lawyers, paralegals, accountants and other tax professionals, money managers, financial planners, life insurance and annuity sellers, plan administrators, planned giving officers, IRA providers, mutual fund companies, trust officers, and actuaries.

Read the articles from back issues (in pdf format)
You will need Acrobat Reader to open and save the pdf file. (You can download Reader for free at Adobe’s website.)