Author: Natalie Choate

Natalie practices law in Boston, Massachusetts, with the firm of Nutter McClennen & Fish, LLP. Her practice is limited to consultations on estate planning for retirement benefits. Her books, Life and Death Planning for Retirement Benefits and The QPRT Manual are leading resources for estate planning professionals. Natalie has published widely and lectured in 49 states—sorry Montana! 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.
Webinars

Trusts as Beneficiaries of Retirement Benefits: Searching for Drafting Solutions

Exclusive On-Demand Webinar from Natalie Choate. With respect to several issues created by SECURE and the proposed Treasury regulations on RMDs, there is still great uncertainty about whether there are “general rules” that can be applied when drafting a trust to be named as beneficiary of retirement benefits….ideally, “boilerplate” clauses that work for “everybody.”  This webinar explores several of these conundrums, explains what is at stake with the particular concern, examines various proposed solutions, and TRIES to find a recommendation enabling drafters to move forward.