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!
*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 pre-recorded webinars not listed here may be offered through Leimberg Information Services and Boston Tax Institute ). Check those sites for current listings.
Note: Seminars are either “LIVE SEMINAR” (in-person event) or “WEBCAST” (webinar broadcast). A webcast is a “live”-type video via Zoom or similar platform unless it is noted as “audio-plus-slides” in which case there is no live video, just voice/audio with some form of prepared visuals. If a “live seminar” has a remote-attendance option that is noted.
ALL SEMINARS AND WEBINARS WILL INCLUDE FINAL IRS RMD REGULATIONS ISSUED JULY 2024
Topics may be subject to change.
October 22, 2024
Michigan Institute of Continuing Legal Education
Live video webcast
1:00–4:30 p.m. Central Time
Making Retirement Benefits Payable to Trusts
Death & Taxes: The Inherited Retirement Plan
IRA Mistakes and How to Fix Them
Case Studies: Planning for Retirement Benefits in a Post-SECURE World
www.icle.org (Probate/Estate Planning)
October 24, 2024
The 44th Annual Tax and Estate Planning Forum
Live video webcast
8:00–11:00 a.m. Pacific Time
Estate Planning for Retirement Benefits under FINAL IRS RMD Regs: Planning for the surviving spouse, minors, disabled beneficiaries, “NoMoTTYs” and “PODBs” and some of each: Case studies with planning options and pitfalls. How to “test” a trust under IRS RMD regulations. Post-death planning and administration, including “separate accounts,” rollovers and transfers, disclaimers, decanting, “toggles.”
For info or to register go to: https://thetaxandestateplanningforum.com/.
*November 1, 2024
Boston Tax Institute
Live video webcast
9:00 a.m.–12:30 p.m. Eastern time
“Estate Planning for Retirement Benefits under new FINAL RMD Regx”
Planning for the surviving spouse, minors, disabled beneficiaries, “NoMoTTYs” and “PODBs” and some of each: Case studies with planning options and pitfalls. How to “test” a trust under IRS RMD regulations. Post-death planning and administration, including “separate accounts,” rollovers and transfers, disclaimers, decanting, “toggles.” Submit questions before or during webinar.
For information or to register visit:
or email [email protected]
November 5, 2024
Oregon Community Foundation
Live video webcast 1.5 hours
“Charitable Giving with Retirement Benefits …under FINAL IRS RMD Regs”
For information or to register visit: https://oregoncf.org/for-professional-advisors/events-and-news/charitable-giving-with-retirement-benefits/.
*November 20, 2024
Estate Planning Council of Central Texas
Live video webcast 1 hour
“Making Retirement Benefits Payable to Trusts …under FINAL IRS RMD Regs.”
Lisa Gallo: [email protected]
January 17, 2025
Orlando, FL
59th Annual Heckerling Institute on Estate Planning
Sponsor: University of Miami Law School
Live in-person seminar (may offer a remote attendance option)
1.5 hours
“Pre- and Post-mortem compliance and planning opportunities for the inherited IRA …under IRS FINAL RMD Regs”
https://heckerlinginstitute.law.miami.edu/