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If you would like to be on the Choate’s Notes mailing list, please fill out the form below.

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.

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