CT Estate & Tax Planning Council Meeting - Natalie Choate - March 6, 2012
Date: Tuesday, March 6, 2012
Time: 7:30 AM - 12:00 PM
Location: The Hartford Club
Speaker: Natalie Choate
Connecticut Estate & Tax Planning Council, Inc.
Members and guests are welcome to our March breakfast meeting
with
NATALIE B. CHOATE
NUTTER McCLENNEN & FISH LLP
Tuesday, March 6, 2012
The Hartford Club, 46 Prospect Street, Hartford
7:30 – 8:30 am Registration & Networking & Full Breakfast*
8:30 am – 12:00 pm Natalie Choate
Topics:
Making Retirement Benefits Payable To Trusts
Estate Planning For Retirement Benefits: Current Developments & Trends
IRAs With Hair: The IRA Emergency Rescue Guide
Only $45.00 with Council Subsidy for CT Estate & Tax Planning Council Members
(See other fees on attached registration form)
Application for CE credits pending for CFTAs and CRSPs
*Additional Information and Registration form attached
Natalie B. Choatepractices law in Boston, Massachusetts, with the firm of Nutter McClennen & Fish LLP. Her practice is limited to consulting on estate planning and retirement benefits matters. Her books Life and Death Planning for Retirement Benefits and The QPRT Manual are leading resources for estate planning professionals.
Miss Choate is a former chairman of the Boston Bar Association Estate Planning Committee, which she founded in 1981. She is a former Regent of the American College of Trust and Estate Counsel and former Chairman of its Employee Benefits Committee. She is a member and former officer of the Boston Probate and Estate Planning Forum. She was named "Estate Planner of the Year" by the Boston Estate Planning Council, and was one of the first 10 attorneys to receive the “Distinguished Accredited Estate Planner” award from the NAEPC and is listed in The Best Lawyers in America.
She is an editorial advisor for several professional periodicals: Trusts and Estates, Ed Slott's IRA Advisor, The Leimberg Information Service Employee Benefits Newsletter and Keeping Current. Her articles have been published in ACTEC Notes, Trusts and Estates and Estate Planning magazine. She is a contributing author and former coeditor of the book Drafting Wills and Trusts in Massachusetts. She authors a monthly column on retirement benefits for Morningstar Advisor. .
Miss Choate has taught professional-level courses in estate planning for ALI-ABA (the American Law Institute-American Bar Association), American College of Trust and Estate Counsel, International Association of Financial Planners, MCLE, the Boston and Massachusetts Bar Associations, and other organizations, and has spoken at the Heckerling, Notre Dame, Heart of America, New England, Southern California, Mississippi, Southern Federal, and many other Tax Institutes. She has lectured in 49 states, the District of Columbia, and Puerto Rico. Her comments on estate and retirement planning have been quoted in The Wall Street Journal, Newsweek, Kiplinger's Personal Finance, Forbes, Financial Planning, USA Today, and Financial World magazines.
From 1990 to 1992, Miss Choate served as Chairman of the Boston Bar Association's ERISA and Employee Benefits Law Committee. A Boston native, she is a graduate of Radcliffe College and Harvard Law School.
*Snow date is Wednesday, March. Check the website www.ctetpc.org for updates in case of inclement weather.
Registration
IMPORTANT: Advance Registration fee must be received by February 28, 2012
ADVANCE REGISTRATION FEE:
$45.00 for members of Connecticut Estate & Tax Planning Council
$75.00 for members of all other NAEPC Councils
$100.00 for all others
Council Member? Yes ___ No ___ ** CT Estate & Tax Planning Council Membership Application Attached
Name of Council: ____________________________________________
REGISTRATION AFTER February 28th OR AT THE DOOR: $125.00 per person
Name _______________________________________________________________________________
Company or Firm ______________________________________________________________________
(If this registration is for more than one individual, please list all individuals and contact information on a separate attached sheet)
Address ______________________________________________________________________________
______________________________________________________________________________
e-Mail Address ______________________________________ Phone ____________________________
Professional Discipline ____________________________________
Please make checks payable to: Connecticut Estate & Tax Planning Council, Inc.
MAIL REGISTRATION & PAYMENT TO:
Joan Hemperly, Executive Director
Connecticut Estate & Tax Planning Council, Inc.
419 Downs Road
Bethany, CT 06524
203.393.2267 cetpc@snet.net
FREE Parking for Attendees: Attendees have access to the Travelers Garage adjacent to the Club. You should pull up to the new gate at the head of the driveway, press the intercom button, and tell the parking attendant that you are with the Connecticut Estate & Tax Planning Council Meeting. The attendant will raise the gate and allow you to enter the parking garage.