Natalie Choate’s Speaking Schedule
Here are all my currently booked seminars, by date and location. 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 SECURE AND PROPOSED SECURE 2.0 RMD REGULATIONS ISSUED JULY 2024
Topics may be subject to change.
May 29, 2025
Maine Bar Association
Elder Law and Estate Planning Institute
Augusta, Maine – LIVE SEMINAR
Live in-person presentation:
8:30 am –12:00 pm noon (with breaks)
“Estate Planning for Retirement Benefits: Case Studies, Including final IRS RMD Regulations, SECURE 2.0, and Both Planning and Post-death Administration Issues”
For more information or to register, contact:
Jennifer Frank 207-415-8909
Or visit https://www.mainebar.org/events/event_list.asp
June 6, 2025
Boston Tax Institute
“Estate Planning for Retirement Benefits under FINAL RMD Regs”
Live video WEBCAST
9:00 a.m.–12:30 p.m. Eastern time
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.” Transition rules 2000–2024. SECURE 2.0. Submit questions before or during webinar.
For information or to register visit: https://bostontaxinstitute.com/event/estate-planning-for-retirement-benefits/
or email: Seminars@BostonTaxInstitute.com
*June 13, 2025
Indiana Continuing Legal Education Foundation (ICLEF)
“Estate Planning for Retirement Benefits under new FINAL RMD Regs”
Live video WEBCAST
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, and “toggles.” Includes SECURE 2.0 and its proposed regulations.
For information or to register visit ICLEF.org.
*August 7, 2025
Estate Planning Council of Birmingham
“Case Studies in Estate Planning for Retirement Benefits: Real Life Situations after SECURE”
Live video WEBCAST; Regular EPC meeting
8:00 a.m. CDT: 100 minutes
For information contact Sandy Sudd at administrator@birminghamepc.org
*November 7, 2025
Annual Notre Dame Tax & Estate Planning Institute
“Making Retirement Benefits Payable to a Trust” (90 mins)
Live video WEBCAST
Notre Dame is 100% virtual this year!
For more information: https://law.nd.edu/for-alumni/alumni-resources/tax-and-estate-planning-institute/
*January 16, 2026
60th Annual Heckerling Institute on Estate Planning
“Pre- and Post-mortem compliance and planning opportunities for the inherited IRA under IRS FINAL RMD Regs” -1.5 hours
Live in-person seminar (may offer a remote attendance option)
Orlando, FL
Sponsor: University of Miami Law School