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Natalie Choate Presents at the Boston Tax Institute

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09.08.2016

Natalie Choate, a member of Nutter’s Trusts and Estates Department, will present at the Boston Tax Institute on June 2 in Waltham, MA. Natalie will present “Estate & Distribution Planning for Retirement Benefits: The Intensive All-day Workshop,” an intensive course designed for professionals who are experienced in general estate planning and wish to add to their expertise with in-depth knowledge of how to integrate retirement benefits into clients’ estate plans. Topics include: “Understanding the Minimum Distribution Rules,” “Case Studies in Estate Planning for Retirement Benefits,” “Charitable Giving with Retirement Benefits,” “Death and Taxes: The Inherited Retirement Plan,” “Making Retirement Benefits Payable to Trusts,” and “Lifetime Distribution Strategies for Retirement Benefits.”

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