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.
Topics may be subject to change.
May 31, 2024 (On Demand)
Boston Tax Institute
Live video webcast (now watch on demand)
was 9:00 a.m.–12:30 p.m. Eastern Time
“Estate Planning for Retirement Benefits after SECURE and SECURE 2.0”
Follow the link below to watch the recorded conference on demand:
Recorded Video Conference: May 31st, 9:00am-12:30pm ET
For information visit:
BostonTaxInstitute.com or email seminars@BostonTaxInstitute.com
*October 22, 2024
Michigan Institute of Continuing Legal Education
Live video webcast
1:00–4:30 p.m. Central Time
Making Retirement Benefits Payable to Trusts
Death & Taxes: The Inherited Retirement Plan
IRA Mistakes and How to Fix Them
Case Studies: Planning for Retirement Benefits in a Post-SECURE World
www.icle.org (Probate/Estate Planning)
*October 24, 2024
The 44th Annual Tax and Estate Planning Forum
Live video webcast
8:00–11:00 a.m. Pacific Time
Estate Planning for Retirement Benefits: 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,” and best planning options for the non-citizen surviving spouse.
For info or to register go to: https://thetaxandestateplanningforum.com/.
November 5, 2024
Oregon Community Foundation
Live video webcast 1.5 hours
“Charitable Giving with Retirement Benefits”
For information or to register visit: https://oregoncf.org/for-professional-advisors/events-and-news/charitable-giving-with-retirement-benefits/.
*January 17, 2025
Orlando, FL
59th Annual Heckerling Institute on Estate Planning
Sponsor: University of Miami Law School
Live in-person seminar (may offer a remote attendance option)
1.5 hours
Life after Death for Your Client’s Retirement Account:
Post-mortem compliance and planning opportunities for the inherited IRA
https://heckerlinginstitute.law.miami.edu/