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Natalie Choate Presents at 42nd Annual Notre Dame Tax & Estate Planning Institute

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Natalie Choate, a member of Nutter’s Trusts and Estates Department, will present at the 42nd Annual Notre Dame Tax & Estate Planning Institute in South Bend, IN on October 27. Natalie will present “Death & Taxes: The Inherited IRA,” which explains the issues to consider when advising survivors, including disclaimers, titling the account, minimum required distributions, estate tax valuation problems, establishing separate accounts, plan-to-plan transfers, the IRD deduction, advising a surviving spouse, and cleanup strategies when the decedent name “the wrong” (or no) beneficiary.

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