Dinner Meeting with Speaker: Case Studies in Estate Planning for Retirement Benefits: Practical Ideas for Real Life Situations

Date: Wednesday, September 12, 2018
Time: 4:45pm - 8:00pm
Location: Puritan Conference Center, 245 Hooksett Road, Manchester, NH
Speaker: Natalie B. Choate, Esq., Nutter McClennen & Fish, LLP, Boston, MA

The Council's first event of the new membership year will be held on Wednesday, September 12, 2018 at the Puritan Conference Center in Manchester, NH located at 245 Hooksett Road.   The evening begins at 4:45 p.m. with a cocktail reception followed by dinner at 5:45 p.m.

We are excited to welcome Natalie B. Choate, Esq. to the podium who will present, "Case Studies in Estate Planning for Retirement Benefits: Practical Ideas for Real Life Situations".

Learn how to integrate retirement benefits into the typical estate plan. What approaches are available for the client whose major asset is an IRA or other retirement plan, and who wants to:

  • Use both spouses’ federal estate tax exemptions
  • Reduce estate taxes while deferring income taxes
  • Leave benefits to in trust for spouse (the “QTIP trust” problem)
  • Leave benefits to multiple children with each using his/her own life expectancy
  • Leave benefits to a minor child or special needs beneficiary

This presentation answers these questions, explaining the pros, cons and pitfalls of various approaches, including the conservative, the practical and the “cutting edge.”

ONLINE REGISTRATION IS NOW CLOSED. Call our office at 603-228-1231 with any questions. Unannounced/walk-up registrations will be difficult to accommodate for this program. 

Thank you to our evening sponsor:




About Our Speaker: 

            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.

As a friendly reminder, your council dues should be renewed before the dinner meeting and before September 4 to avoid the late fee!

Questions? Call the council office at 603-228-1231 or click here to email us.

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