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.
Time is Eastern Standard Time unless otherwise noted. Topics may be subject to change.
August 4, 2026
Webinar for InterActive Legal Services members
Tentative topic: Trusts as beneficiaries of retirement accounts: 12-step process to determine the “countable beneficiaries” (and step 13 is the resulting applicable RMD regime)
4:00–5:00 p.m. EDT
(For IAL members only)
September 18, 2026
National Elder Law Foundation Annual Conference
Topic: “Trusts as Beneficiaries of Retirement Benefits: Best Practices”
Brown Palace, Denver, CO (“Forum” group)
Registered attendees only!
For more info and to register to attend visit NELF.org.
*October 22, 2026
WEBINAR
Institute of Continuing Legal Education (Michigan)
Topic: “IRAs, 401(k)s, and Trusts”
9:00 a.m.–12:00 p.m.
For more info and to register to attend visit ICLE.org.
*October 26, 2026
LIVE WEBINAR
The Tax and Estate Planning Forum
The Forum is a “Live Virtual” 5-day conference. 8 a.m.–1 p.m., Mon.–Fri. 10/26–10/30/26
My Topic: “Leaving Retirement Benefits to a Trust….Made Easy”
8:00–10:00 a.m. Pacific time [11:00 a.m.–1 p.m. Eastern time].
The RMD rules are not difficult‑‑‑it’s just that there are a lot of them. How to determine RMDs for a trust in a few easy steps; the trust planning/drafting issues that matter for your clients; when a trust’s RMD strategy can make a big difference and when it can’t; the most common mistakes and how to avoid them. Plus: legal avenues to “fix” RMD issues after client’s death, and post‑death transfers.”
For full schedule, registration info, CPE credits visit The Tax and Estate Planning Forum website.
*October 30, 2026
LIVE VIDEO WEBINAR
Boston Tax Institute
Topic:
“Estate Planning for Retirement Benefits under FINAL RMD Regs”
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.” SECURE 2.0 fantastic deal for trust for spouse.
Submit questions before or during webinar.
For information or to register visit: BostonTaxInstitute.com or email seminars@BostonTaxInstitute.com
*January 15, 2027
Live in-person seminar (remote attendance option also offered)
61st Annual Heckerling Institute on Estate Planning
Topic to be announced
Orlando, FL
1.5 hours
Sponsor: University of Miami Law School
HeckerlingInstitute.law.miami.edu