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.
*Early March 2025 Broadcast
FREE – ON DEMAND
ACTEC.org
Podcast: “Estate Planning for Retirement Benefits: 7 planning ideas in 10 minutes”
*March 20, 2025
Waltham, MA – LIVE SEMINAR
Financial Planning Association of New England Conference
“Taxes & Tombstones: Estate Planning for a Wicked Smooth Exit”
90-minute live in-person presentation:
“Planning for Retirement Benefits: How to Navigate in the Post SECURE World”
Covering QLACs and estate planning case studies.
For information or to register, visit: https://www.financialplanningassociation.org/chapter/fpa‑new‑england
Or contact: Kristin Beane
*April 2, 2025
Boston Probate Forum
Boston, MA – LIVE SEMINAR
Live in person presentation with Q&A
12:00 p.m.–12:30 p.m. Eastern time
Separate Accounts for inherited retirement benefits payable to a trust.
Surviving spouse inherited retirement benefits—new amazing options.
By invitation only.
*May 7, 2025
American Heart Association
Trusts & Estates: Virtual Summit
WEBCAST
55‑minute webinar
1:30 p.m. Central Time / 2:30 p.m. Eastern Time
“Charitable Giving with Retirement Benefits”
Why and How, Including Outright Bequests, Lifetime Gifts (QCDs), Trust Pitfalls, and Charitable Remainder Trusts.
CLE credits will be provided for this event.
To register or learn more, visit www.heart.org/summit
*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
Live video WEBCAST
9:00 a.m.–12:30 p.m. Eastern time
“Estate Planning for Retirement Benefits under FINAL 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.” 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: [email protected]
*June 13, 2025
Indiana Continuing Legal Education Foundation (ICLEF)
“Estate Planning for Retirement Benefits under new FINAL 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, and “toggles.” Includes SECURE 2.0 and its proposed regulations.
For information or to register visit ICLEF.org.