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DTSTART:20120306T123000Z
DTEND:20120306T170000Z
LOCATION:The Hartford Club
UID:618120120306T123000ZCT Estate & Tax Planning Council Meeting - Natalie Choate - March 6, 2012
DTSTAMP:20260405T212701Z
DESCRIPTION:\n  \nConnecticut Estate & Tax Planning Council, Inc. \n  \nMembers and guests are welcome to our March breakfast meeting  \nwith \nNATALIE B. CHOATE \nNUTTER McCLENNEN & FISH   LLP \n  \nTuesday, March 6, 2012 \nThe Hartford Club, 46 Prospect Street, Hartford \n  \n7:30 – 8:30 am    Registration & Networking & Full Breakfast* \n8:30 am – 12:00 pm    Natalie Choate \nTopics: \nMaking Retirement Benefits Payable To Trusts \nEstate Planning For Retirement Benefits: Current Developments & Trends \nIRAs With Hair:  The IRA Emergency Rescue Guide \n  \nOnly $45.00 with Council Subsidy for CT Estate & Tax Planning Council Members  \n(See other fees on attached registration form) \nApplication for CE credits pending for CFTAs and CRSPs \n  \n*Additional Information and Registration form attached\n \n \n \n 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](http://admin.naepc.org/fckeditor/editor/Local%20Settings/Temporary%20Internet%20Files/Content.Outlook/FG1Z978R/thebooks/books_life_death.cfm) and [The QPRT Manual](http://admin.naepc.org/fckeditor/editor/Local%20Settings/Temporary%20Internet%20Files/Content.Outlook/FG1Z978R/thebooks/booksQPRT.cfm) are leading resources for estate planning professionals.  \nMiss 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.  \nShe 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. .  \nMiss 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.  \nFrom 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. \n  \n*Snow date is Wednesday, March. Check the website www.[ctetpc.org](http://ctetpc.org/) for updates in case of inclement weather.\n \n  \nRegistration \nIMPORTANT: Advance Registration fee must be received by February 28, 2012 \n  \nADVANCE REGISTRATION FEE:  \n$45.00 for members of Connecticut Estate & Tax Planning Council   \n$75.00 for members of all other NAEPC Councils \n$100.00 for all others \n  \nCouncil Member?   Yes ___ No ___ ** CT Estate & Tax Planning Council Membership Application Attached \n  \nName of Council: ____________________________________________ \n  \nREGISTRATION AFTER February 28th OR AT THE DOOR: $125.00 per person \n  \nName _______________________________________________________________________________ \n  \nCompany or Firm ______________________________________________________________________ \n  \n(If this registration is for more than one individual, please list all individuals and contact information on a separate attached sheet) \nAddress ______________________________________________________________________________ \n  \n             ______________________________________________________________________________          \n  \ne-Mail Address ______________________________________ Phone   ____________________________  \n  \nProfessional Discipline ____________________________________ \n  \nPlease make checks payable to: Connecticut Estate & Tax Planning Council, Inc.  \n  \n  \nMAIL REGISTRATION & PAYMENT TO:  \nJoan Hemperly, Executive Director \nConnecticut Estate & Tax Planning Council, Inc. \n419 Downs Road \nBethany, CT 06524 \n203.393.2267     cetpc@snet.net \n  \n  \n  \nFREE 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.\n \n  \n  \n\n  \n \n \n
SUMMARY:CT Estate & Tax Planning Council Meeting - Natalie Choate - March 6, 2012 - Connecticut Estate & Tax Planning Council, Inc. 
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