Webinar Presentation
Wednesday, October 14, 2020 - Note the date change!
12:00pm - 1:00pm
Guest / Non-Member Fee: $45; Council Members are Free
Note, due to Covid-19, ETPCEC's quarterly meeting will once again be via Zoom webinar. The link to access the webinar will be included in your registration confirmation email.
Three major new developments in planning for retirement benefits! The SECURE Act upended classic estate planning techniques by replacing the “life expectancy payout” with the “10-year rule” for most beneficiaries. The CARES Act cancelled required minimum distributions for 2020, plus provides tax breaks for coronavirus-related distributions. What it all means, what to tell clients, what has (and hasn’t) changed, and what we still don’t know. Plus, new IRS life expectancy tables!
All members are allowed to invite one guest free of charge to one event per year.
About the Presenter:
Natalie Choate is a lawyer with the Boston firm of Nutter McClennen & Fish. Her practice is limited to consultations on estate planning for retirement benefits. Her book Life and Death Planning for Retirement Benefits is a leading resource for estate planning 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 all 50 states, Canada, Puerto Rico, and the District of Columbia, and has spoken at the Heckerling, Notre Dame, California, 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.