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!

All seminars are for professional audiences unless otherwise indicated. If no contact phone number or linked web site is shown, the event is for members only. The topic for these talks is some aspect of “Estate Planning for Retirement Benefits” unless otherwise noted.

*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.

All seminars will cover the SECURE Act as it affects planning for retirement benefits INCLUDING the February 2022 IRS proposed SECURE regulations unless otherwise noted.

Note: Seminars are either “LIVE SEMINAR” (in-person event) or “WEBCAST” (webinar broadcast). A webinar is “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.

January 13, 2023

57th Annual Heckerling Institute on Estate Planning

University of Miami Law School

Orlando, FL


1.5 hour presentation:

Down and Dirty Estate Planning for Retirement Benefits:

Clients’ real options under SECURE for leaving benefits to spouse, children, other beneficiaries, including how to draft the trust to carry out the plan, from “see-through status” to “toggles.”