How to do Estate Planning for Retirement Benefits and New Developments and Current Trends in Estate & Distribution Planning for Retirement

Date: Thursday, November 5, 2015
Time: 7:30am - 10:00am
Location: Dallas Country Club
Speaker: Natalie Choate

JOINT MEETING WITH DALLAS ESTATE PLANNING COUNCIL

BREAKFAST MEETING

THURSDAY, NOVEMBER 5, 2015

(Breakfast served 7:30-8:00 a.m., Program 8:00-10:00 a.m.)

NOTE:  MEETING LOCATION

DALLAS COUNTRY CLUB

4155 Mockingbird Lane, Dallas, Texas

 

RESERVATION DEADLINE: THURSDAY, OCTOBER 29 (5:00 P.M.)

(PAYMENT MUST BE IN COUNCIL’S OFFICE)

 

NATALIE CHOATE

This is a presentation with two topics: 

“Planning for Retirement Benefits: Recent Developments and Current Trends”

And “How to Do Estate Planning for Retirement Benefits”

Sponsored by The Catholic Foundation

 

NOTE:  THIS IS A 2 HOUR PROGRAM

 

Planning for Retirement Benefits: Recent Developments and Current Trends: This presentation covers new cases, rulings, and regulations, recent and pending legislation, and any other new developments affecting estate and distribution planning for retirement benefits. “New” and “recent” for this purpose means occurring in the 14 months prior to the presentation, as well as pending future tax law changes. How to Do Estate Planning for Retirement Benefits: This presentation provides an overview of how to integrate retirement benefit assets into the estate plan, with specific planning alternatives for several typical client situations, and practical checklists and drafting tips. Natalie Choate is an attorney with the Boston firm of Nutter McClennen & Fish. Her practice is limited to consultations on 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. Miss Choate is a fellow and former Regent of the American College of Trust and Estate Counsel and former chairman of its Employee Benefits Committee. She serves as an editorial advisor for Trusts and Estates. Named “Estate Planner of the Year” by the Boston Estate Planning Council, she is listed in The Best Lawyers in America. The National Association of Estate Planners and Councils has awarded her 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. Miss Choate has lectured in 49 states, Canada, Puerto Rico, and the District of Columbia, and has spoken at the Heckerling, Notre Dame, and Southern Federal Tax Institutes, among others. Her comments on estate and retirement planning have been quoted in The Wall Street Journal, Money, The New York Times, Newsweek, Forbes, Financial Planning and Financial World. A Boston native, Miss Choate is a graduate of Radcliffe College and Harvard Law School.

 

Continuing education credits are pending for this program.

 

Membership dues do not include meals.  Credit Cards are not accepted. Please complete this form, enclose a check (payable to Estate Planning Council of North Texas) and mail to:  Estate Planning Council of North Texas, P. O. Box 38553, Dallas, TX  75238-8553THERE WLL BE 10 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”.  Members who have already paid in advance for all meetings for the year MUST register (you can send an e-mail to northtexasepc@yahoo.com) so we will have a count for the number of meals to prepare.

 

Member: $37 (includes meal and program); Guest: $60 (includes meal and program); Member - Program Only (no meal): $25

 

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Name: ________________________________________ 

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We would like to thank the following Sponsors for their support for 2015-2016: Leu & Peirce, Lee Financial Corporation, North Dallas Bank & Trust, The Catholic Foundation and Texas Financial Partners (HealyPartners).

 

Would your organization like to sponsor a meeting:  Sponsor for Meeting ($500 for 1 meeting):  Sponsorship for a meeting includes organization name on meeting notices, easel signage (sponsors provide signage) at the meeting, promotional brochures at meeting, a very brief (one minute) introduction to their organization at the beginning of the meeting and one complimentary breakfast at the meetingNOTE:  Each meeting can have more than one sponsor (conflicts will be eliminated by Council).

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