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.
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.
*September 16, 2022
Ohio State Bar Association
The Marvin R. Pliskin Advanced Probate and Estate Planning Seminar
Natalie is presenting via WEBCAST at this live all-day event held in Columbus, OH
2-hour presentation: Estate Planning for Retirement Benefits after SECURE
First hour—one beneficiary
Second hour—multiple beneficiaries
September 23, 2022
Virginia Academy of Elder Law Attorneys (VAELA)
“Estate Planning for Retirement Benefits”
*October 13, 2022
First State Bank and Trust
Planning for Retirement Benefits under SECURE, including Case Studies
*October 24, 2022
The 2022 Virtual Tax & Estate Planning Forum
Three segments, from 9:00 a.m. to 1:30 p.m. Pacific Time
1st session: Estate Planning for Retirement Benefits after SECURE: Case studies including trust drafting guide. 1.5 hours
2d session: Post‑death administration of retirement benefits: What to do when the participant dies: RMD compliance, post‑mortem planning, and account transfers: Step by step guide for executors, trustees, and beneficiaries. 1.5 hours
3d session: Retirement benefits: Fast survey of two special topics: Charitable giving with retirement benefits; and Roth accounts—planning ideas, pitfalls, how to get a Roth account. 1 hour.
October 27, 2022
Southern Federal Tax Institute
One hour +/- presentation as part of the 5-day Institute:
“Estate Planning for Retirement Benefits in a Post-SECURE World”
*November 4, 2022
Boston Tax Institute
“Estate planning and trust drafting for retirement benefits: Two+ years into SECURE”
Estate planners need to understand the new post‑SECURE minimum distribution rules for IRAs and other retirement accounts, and how these impact planning for our clients’ retirement benefits. IRS Proposed SECURE Regulations issued February 2022 contain good and bad surprises. Minimum distributions are getting more complicated than ever, with less reward for “compliance.” Natalie Choate explains clients’ choices when leaving retirement benefits to the surviving spouse, minor child, disabled individual, or “other” beneficiary, including which trusts do and do not qualify for “eligible designated beneficiary” status. The “minimum distribution trust rules” you still must know, including the IRS’s February 2022 proposed regulations. Plus, how the “10‑year rule” works, SECURE’s effect on pre‑2020 decedents, and the seven features of fiduciary income taxes that can destroy (or salvage) your client’s retirement benefits.
Minimum distribution COMPLIANCE is going to be complicated—that’s too bad for plan administrators, beneficiaries and their advisors. To focus on PLANNING, you need to get out of the RMD compliance weeds and look at the big picture. This webinar is for planners who must advise clients and draft/administer trusts NOW.
9:00 a.m.-12:30 p.m. (Eastern time)
November 15, 2022
Eugene Oregon Estate Planning Council
2-hour presentation (with ½ hour break in the middle)
11:00 a.m. – 12:00 p.m.; then 12:30 p.m. – 1:30 p.m. (Pacific Time)
Topic(s): To be determined
December 1, 2022
Great Plains Federal Tax Institute
“Case Studies in Estate Planning for Retirement Benefits: Real Life Situations after SECURE”
“IRA Mistakes and How to Fix Them”
Or call Cindy Lilleoien, Event Coordinator 402-483-4234
*January 13, 2023
57th Annual Heckerling Institute on Estate Planning
University of Miami Law School
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.”