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:

Estate Planning for Retirement Benefits After the SECURE ACT Live Video Conference – Boston Tax Institute, LTD


*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:

http://www.osbar.org/cle

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.

https://heckerlinginstitute.law.miami.edu/