Eugene Estate Planning Council - "Estate Planning for Retirement Benefit under SECURE and the Proposed Regulations"

Date: Tuesday, November 15, 2022
Time: 11:00am - 1:30pm
Location: Virtual
Speaker: Natalie Choate

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The Eugene Estate Planning Council is offering EPC Portland members to virtually attend Natalie Choate's double session on November 15, 2022.  The registration fee is $40.

EEPC Double Session with Natalie Choate is from 11am to 1:30pm Tuesday, November 15, 2022, at The Valley River Inn in the McKenzie Room 2nd floor. Lunch will be served at noon. You may choose to attend this event in-person or virtually. Application for continuing education credit is pending.

Natalie Choate will be speaking virtually on:

"Estate Planning for Retirement Benefits under SECURE and the Proposed Regulations"

FIRST SESSION: PLANNING FOR ONE BENEFICIARY

            How hard can it be, right?

No more happily ever after: From the Stretch IRA to the 10-year rule
Your clients and their EDBs, PODBs, and Non-DBs
Planning for a "plain old designated beneficiary"
How to draft an accumulation trust
Planning for the surviving spouse
How to draft a conduit trust

SECOND SESSION: PLANNING FOR MULTIPLE BENEFICIARIES

            Now that you’ve mastered the basics....

Young family with multiple minor children
Family with a disabled child: How to draft an "AMBT"
Planning options for NoMoTTYYs [Not More Than 10 Years Younger]
Client with "one of each" type of beneficiary
Save the day with post-death trust changes!

Natalie Choate is an attorney in Wellesley Massachusetts. Her practice is limited to consultations on planning for retirement benefits. Her book Life and Death Planning for Retirement Benefits is a leading resource for estate planning and money management professionals.

Miss Choate is a fellow and former Regent of the American College of Trust and Estate Counsel and former chairman of its Employee Benefits Committee. She serves as an editorial advisor for Trusts and Estates. Named “Estate Planner of the Year” by the Boston Estate Planning Council, she is listed in The Best Lawyers in America. The National Association of Estate Planners and Councils has awarded her the “Distinguished Accredited Estate Planner” designation.

Her articles on estate planning topics have been published in ACTEC Notes, Estate Planning, Trusts and Estates, Tax Practitioners Journal and Tax Management. Miss Choate has lectured in 50 states, Canada, Puerto Rico and the District of Columbia, and has spoken at the Heckerling, Notre Dame and Southern Federal Tax Institutes, among others. Her comments on estate and retirement planning have been quoted in The Wall Street Journal, Money, The New York Times, Newsweek, Forbes, Financial Planning and Financial World.

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