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Natalie Choate Presents to Santa Fe Estate Planning Council

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09.08.2016

Natalie Choate, a member of Nutter’s Trusts and Estates Department, will present at the Santa Fe Estate Planning Council’s “Estate Planning Educational Seminar” on November 10 in Santa Fe, NM. Natalie will present on a variety of topics during the seminar, including “Understanding Minimum Distribution Rules,” which will focus on how your client's benefits can qualify for the "stretch" life expectancy payout, and how to avoid missed deferral opportunities and costly penalties; “Case Studies in Estate Planning for Retirement Benefits,” which will focus on how to integrate retirement benefits into the typical estate plan and what approaches are available for the client whose major asset is an IRA or other retirement plan, as well as the pros, cons, and pitfalls of various approaches; “The 194 Best & Worst Planning Ideas for Your Client's Retirement Benefits,” which will focus on which ideas work, which ones probably don’t, and which will win your client a midnight visit from the IRS; and “Making Retirement Benefits Payable to Trusts,” which will focus on how the IRS's minimum distribution rules apply to retirement benefits payable to trusts, the five “trust rules” you must not ignore, how to be sure the trust you draft or review is “safe” under the IRS's rules, and how trust accounting rules apply to retirement benefits under the new Uniform Principal and Income Act and otherwise.

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