Natalie B. Choate

Of Counsel Seaport West
155 Seaport Boulevard
Boston, MA 02210 617-439-2995 Fax: 617-310-9995 nchoate@nutter.com nchoate@nutter.com V-card

EDUCATION

• Harvard Law School, J.D.
• Radcliffe College, cum laude, B.A.

ACCOLADES

• The Best Lawyers in America (10+ years)
• Massachusetts Super Lawyer, 2005-2009

ADMISSIONS

• Massachusetts

ARTICLES & EVENTS

• Natalie Choate quoted in “What the Experts are Doing with Their Own Roth IRAs”
  The Wall Street Journal
• Natalie Choate quoted in “Five Rules for Inherited IRAs”
  Forbes Investment Guide
• Natalie Choate quoted in “Saying ‘No Thanks’ to a Bequest”
  The New York Times
• Natalie Choate quoted in “Dueling Retirement Plans”
  The Wall Street Journal
• Natalie Choate quoted in “How to Hand Down Assets in Retirement Plans”
  The Wall Street Journal
• Natalie Choate named as the “Boston Best Lawyers Trusts and Estates Lawyer of the Year” for 2010
  
• Natalie Choate quoted in “Deciding Whether a Roth Is Right”
  New York Times
• Natalie Choate quoted in “Study Estate Plans Before Laws Shift”
  The New York Times
• Natalie Choate quoted in “New IRA Law Bewilders Investors”
  The Wall Street Journal
• Natalie Choate publishes “Strategies for Leaving IRA Funds to Charity”
  Ed Slott’s IRA Advisor
• Natalie Choate quoted on tax-free IRA charity distribution
  The Wall Street Journal
• Natalie Choate publishes “Annuity Contracts inside Retirement Plans”
  Northwestern Mutual Advanced Planning Bulletin
• Natalie Choate quoted in “Uncle Sam Gets Tougher On IRA Error”
  The Wall Street Journal
• Natalie Choate publishes “Do’s and Don’ts of RMDs”
  Morningstar Advisor
• More

Natalie B. Choate is an Of Counsel in the Trusts and Estates Department. Her practice is limited to estate planning for retirement benefits. Her two books, Life and Death Planning for Retirement Benefits and The QPRT Manual, are leading resources for estate planning professionals.

Natalie is the founder and former chair of the Boston Bar Estate Planning Committee; a former chair of the Boston Bar Employee Benefits Committee; and a member and former officer of the Boston Probate and Estate Planning Forum. She is a fellow and former Regent of the American College of Trust and Estate Counsel and former chairman of its Employee Benefits Committee. Named “Estate Planner of the Year” by the Boston Estate Planning Council, Natalie is listed in The Best Lawyers in America. The National Association of Estate Planners and Councils has awarded Natalie 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. She is an editorial advisor for Trusts and Estates magazine. She writes a web column and “podcast” for MorningstarAdvisor.com

Natalie has taught professional-level courses in estate planning in 49 states, and has spoken at the Heckerling, Notre Dame, Heart of America, New England, Southern California, Mississippi, Tennessee, Washington State and Southern Federal Tax Institutes. Her comments on estate and retirement planning have been quoted in The Wall Street Journal, Money, Newsweek, Kiplinger’s Personal Finance, Forbes, Financial Planning, Financial World and The New York Times.