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

Boston Tax Institute

Live video webcast
9:00 a.m.–12:30 p.m. Eastern Time

“Estate Planning for Retirement Benefits after SECURE and SECURE 2.0”

For information or to register 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/