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Natalie Choate quoted in “Dueling Retirement Plans”

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The Wall Street Journal
02.21.2010

Natalie Choate, a member of the firm’s Trusts and Estates practice group, was quoted in “Dueling Retirement Plans” in The Wall Street Journal on February 21. The article discusses how to handle contributions to multiple nest eggs, inheritance issues and disability payments. Natalie notes that when it comes to leaving your IRA to beneficiaries that you should file a beneficiary designation form that specifies the beneficiaries along with the percentage intended for each. Natalie recommends taking extra care and having the IRA owner’s estate planning lawyer prepare the beneficiary designation form.

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