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.
May 9, 2023
Boston, Mass.
Boston Estate Planning Council
Live 90-minute seminar (with remote attendance option)
11:30 a.m. – 1:30 p.m.
Trusts as Beneficiaries of Retirement Accounts: Searching for Drafting Solutions
In-depth exploration of knotty planning and drafting problems created by SECURE, as interpreted in the Treasury’s proposed regulations. Includes “separate accounts” and how/when to get them; toggles (to move trust in and out of qualifying as a “designated beneficiary”); and why and how to use a “last man standing” provision.
To sign up for this seminar visit:
https://www.bepc.org/events/EventDetails.aspx?id=1734150&group=
*June 2, 2023
Boston Tax Institute
WEBCAST
9:00 a.m.-12:30 p.m. Eastern Time
Estate and Trust Planning for Retirement Benefits 2023
The IRS restated ALL the required minimum distribution (RMD) regulations in 2022. The new (proposed) regulations set out a SIMPLE EASY 4‑step process for determining the “countable beneficiaries” of a trust named as beneficiary of a retirement account. Once you know the “countable beneficiaries,” learn which of the 6 (!) possible payout periods applies to your trust. (Spoiler alert: you probably won’t like the results.) When should you modify the client’s plan to improve RMD results—or not? This webinar will cover the above plus: special drafting conundrums (traps in trusts for minors; what are “separate accounts” and when do you need them; when/why/how to use “last one standing” clause; toggles), AND SECURE 2.0 dead end section 327, AND your Q&A. Don’t miss it!
To register or learn more:
*June 16, 2023
Oregon State Bar
WEBCAST
8:30 a.m-12 p.m. Pacific Time
(11:30 a.m-3 p.m. Eastern Time)
Making Retirement Benefits Payable to Trusts
The IRS restated ALL the required minimum distribution (RMD) regulations in 2022. The new (proposed) regulations set out a SIMPLE EASY 4‑step process for determining the “countable beneficiaries” of a trust named as beneficiary of a retirement account. Once you know the “countable beneficiaries,” learn which of the 6 (!) possible payout periods applies to your trust. (Spoiler alert: you probably won’t like the results.) When should you modify the client’s plan to improve RMD results—or not? This webinar will cover the above plus: special drafting conundrums (traps in trusts for minors; what are “separate accounts” and when do you need them; when/why/how to use “last one standing” clause; toggles).
Plus:
Death and Taxes: Dealing with Inherited Retirement Benefits
New RMD rules befuddle beneficiaries, executors, and trustees. Post-mortem ways to “fix” the plan. Transferring IRAs into and out of estates and trusts. The fiduciary’s role and deadlines.
To register or learn more, visit:
or call 503-431-6413.
*June 30, 2023
California Lawyers Association, Trusts and Estates Section
WEBCAST
3-hour seminar, morning (Pacific time); exact time to be announced
Making Retirement Benefits Payable to Trusts
The IRS restated ALL the required minimum distribution (RMD) regulations in 2022. The new (proposed) regulations set out a SIMPLE EASY 4‑step process for determining the “countable beneficiaries” of a trust named as beneficiary of a retirement account. Once you know the “countable beneficiaries,” learn which of the 6 (!) possible payout periods applies to your trust. (Spoiler alert: you probably won’t like the results.) When should you modify the client’s plan to improve RMD results—or not? This webinar will cover the above plus: special drafting conundrums (traps in trusts for minors; what are “separate accounts” and when do you need them; when/why/how to use “last one standing” clause; toggles).
Plus:
Death and Taxes: Dealing with Inherited Retirement Benefits
New RMD rules befuddle beneficiaries, executors, and trustees. Post-mortem ways to “fix” the plan. Transferring IRAs into and out of estates and trusts. The fiduciary’s role and deadlines.
For more information, contact R. Sam Price, J.D., (909) 328-7000 or Sam@pricelawfirm.com
August 24, 2023
Northwestern Mutual Life Insurance Co.
WEBCAST
1:00-2:00 p.m. Eastern Time
By invitation only
September 8, 2023
Indiana Continuing Legal Education Foundation
WEBCAST
9:00 a.m.-12:15 p.m. Eastern Time
“Estate Planning for Retirement Benefits: Navigating the Minimum Distribution Rules for Individual Beneficiaries and Trusts”
For info contact Jim Whitesell: jim@iclef.org or 317-223-7838
September 14, 2023
Indiana Continuing Legal Education Foundation
WEBCAST
9:00 a.m.-12:15 p.m. Eastern Time
“Estate Planning for Retirement Benefits, cont.: Roth IRA Planning, Charitable Giving with Retirement Benefits, Lifetime Planning, and Everything Else You Need to Know.”
For info contact Jim Whitesell: jim@iclef.org or 317-223-7838
October 26, 2023
Charlotte Estate Planning Council
WEBCAST
3-hour presentation
“Estate Planning for Retirement Benefits under the New RMD Rules”
“IRA Mistakes and How to Fix Them”
For info contact: info@charlotteepc.org
*November 7, 2023
Philadelphia Estate Planning Council
WEBCAST
1-hour presentation
Topic to be announced.
For info contact: denise@neffdowning.com
January 8-12, 2024
58th Annual Heckerling Institute on Estate Planning
Orlando, FL
LIVE seminar
Date, time, topic, to be determined.