Bell Bank

Charitable Giving with Retirement Benefits & Making Retirement Benefits Payable to Trusts

Date: Wednesday, October 16, 2019
Time: 12:30pm - 4:30pm
Location: Holiday Inn 3803 13th Ave S Fargo ND 58103
Speaker: Natalie B. Choate, Esq.

Natalie B. Choate is a leading author and speaker on estate and distribution planning for retirement benefits. She is the author of Life and Death Planning for Retirement Benefits, a book that advises estate planners and tax professionals on handling clients retirement plans.

Choate practices law in Boston, Massachusetts, with the firm of Nutter McClennen & Fish LLP. Her practice is limited to consulting on estate planning and retirement benefits matters. Her books Life and Death Planning for Retirement Benefits and The QPRT Manual are leading resources for estate planning professionals.

Miss Choate is a former chairman of the Boston Bar Association Estate Planning Committee, which she founded in 1981. She is a former Regent of the American College of Trust and Estate Counsel and currently serves as Chairman of its Employee Benefits Committee. She is a member and former officer of the Boston Probate and Estate Planning Forum. She was named "Estate Planner of the Year" by the Boston Estate Planning Council, and was one of the first 10 attorneys to receive the “Distinguished Accredited Estate Planner” award from the National Association of Estate Planners and Councils. She is listed in The Best Lawyers in America.

She is an editorial advisor for several professional periodicals: Trusts and Estates, Ed Slott's IRA Advisor, The Leimberg Information Service Employee Benefits Newsletter and Keeping Current. Her articles have been published in ACTEC Notes, Trusts and Estates and Estate Planning magazine. She is a contributing author and former coeditor of the book Drafting Wills and Trusts in Massachusetts. She writes a monthly column on retirement benefits for MorningstarAdvisor.com.

See Upcoming Event Calendar