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!

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.

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.

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.


May 11, 2022

New Hampshire Estate Planning Council
Annual Dinner & Meeting

Rye, NH

LIVE SEMINAR

1-hr presentation: Topic to be announced
Attendance limited to members and invited guests only


May 18, 2022

Sacramento Estate Planning Forum

WEBCAST

3-hour presentation:
“Estate Planning for Retirement Benefits: Case Studies: Planning for Real Life Situations under SECURE”
“Making Retirement Benefits Payable to Trusts”
Kate Willcox
916-231-4091


*June 3, 2022

Boston Tax Institute

WEBCAST

“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–and how the IRS’s new proposed regulations make them slightly simpler. 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)

https://bostontaxinstitute.com/product/estate‑planning‑for‑retirement‑benefits/


September 23, 2022

Virginia Academy of Elder Law Attorneys (VAELA)

Richmond, VA

LIVE SEMINAR

3-hour presentation:
“Estate Planning for Retirement Benefits”
Patty McSherry
757-272-2576


*Week of October 24-28, 2022 (date not determined)

Tentative: Plans are underway for Natalie to speak at the (virtual) Tax and Estate Planning Forum headquartered in San Diego, CA. Topic: Estate planning for retirement benefits.

Follow details as they develop at:
https://thetaxandestateplanningforum.com/


October 27, 2022

Southern Federal Tax Institute

Atlanta, GA

LIVE SEMINAR

One hour +/- presentation as part of the 5-day Institute:
“Estate Planning for Retirement Benefits in a Post-SECURE World”
www.sfti.org


November 15, 2022

Eugene Oregon Estate Planning Council

WEBCAST

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
Laurel Ferguson
541-997-2635


December 1, 2022

Great Plains Federal Tax Institute

Omaha, Nebraska

LIVE SEMINAR

“Case Studies in Estate Planning for Retirement Benefits: Real Life Situations after SECURE”
“IRA Mistakes and How to Fix Them”
https://greatplainstax.org/
Or call Cindy Lilleoien, Event Coordinator 402-483-4234