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 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.

ALL SEMINARS ARE “VIRTUAL” via Zoom or similar service unless otherwise noted.

March 18, 2021

Indianapolis, IN

Estate Planning Council of Indianapolis

3.5 hour webinar:

  • Planning for Retirement Benefits: SECURE and other recent Developments
  • Making Retirement Benefits Payable to Trusts
  • Charitable Giving with Retirement Benefits

Attendance limited to members and invited guests.

*April 6, 2021

National Association of Elder Law Attorneys–Council of Advanced
Practitioners (NAELA-CAP)

3-hour seminar; topics to be announced.

Contact dlarkin@naela.org for details.

April 27, 2021

Massachusetts Continuing Legal Education Inc (MCLE)

Estate Planning Institute

1 hour: Making Retirement Benefits Payable to Trusts

Visit mcle.org for details or to register

April 28, 2021

Merrill Lynch Wealth Management–San Diego

Webinar 1 hour

Attendance limited to invited guests only.

*May 6, 2021

The 2021 Heckerling Institute on Estate Planning

Special 2-hour presentation: Estate Planning & Trust Drafting for Retirement Benefits in a post-SECURE World: What to Do and How to Do it

https://www.law.miami.edu/heckerling

June, 8, 2021

Hyannisport, MA

Estate Planning Council of Cape Cod

(Not determined whether this seminar will be live or virtual)

3-hour seminar:

  • Planning for Retirement Benefits: SECURE and other recent Developments
  • Case Studies in Estate Planning for Retirement Benefits
  • Making Retirement Benefits Payable to Trusts

For info, contact: admin@epccc.org
or Carolyn Andersen
774-763-6590

*June 11, 2021

Colorado Bar Association Continuing Legal Education

1.25 hour presentation (webinar)

Planning for Retirement Benefits: SECURE and other recent Developments

Kendra Yates
kyates@cobar.org

September 23, 2021

Wealth Counsel

Advanced Estate Planning Summit

2-hour webinar: “Making Retirement Benefits Payable to Trusts”

Jennifer.villier@wealthcounsel.com