InterActive Legal Celebrates Estate Planners Week by Offering a Complimentary Webinar, presented by Natalie B. Choate, Esq.

Share Article

InterActive Legal is Celebrating Estate Planners Week by Offering a Complimentary Webinar on October 15th titled, "NIIT-Picking: How the New Net Investment Income Tax Affects Trust Drafting and Administration.” Presented by Natalie B. Choate, Esq.

Free registration is now open for an InterActive Legal’s exclusive webinar, "NIIT-Picking: How the New Net Investment Income Tax Affects Trust Drafting and Administration,” in honor of Estate Planners Week. Natalie Choate will discuss the impact of section 1411 on administration of existing trusts and drafting of future trusts in light of the recent IRS proposed regulation (i.e. Can a trust that is named as beneficiary of a retirement plan be written or administered in a way that reduces the NIIT impact for beneficiaries?). If there is time, Natalie will also cover other recent developments in retirement benefits planning, and take questions on any topic concerning estate planning for retirement benefits.

This webinar is a unique opportunity to hear first-hand how some of the premier thought-leaders are strategizing to adapt to new opportunities and challenges presented in estate planning.

The complimentary webinar will be held on Tuesday, October 15th at 1:00 pm ET and is open to the entire estate and tax planning community.

Register today at:

Natalie B. Choate practices 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 National Association of Estate Planners and Councils. She 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

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.

About InterActive Legal, The Knowledge Company:

InterActive Legal, Home of WEALTH TRANSFER PLANNING™, offers Estate Planning and Elder Law attorneys an engaging Knowledge Network, along with in-depth drafting software systems. You will enjoy having access to our innovative estate and tax planning strategies, world-class Discussion Forums, and Educational Webinars, giving you the tools to collaborate on important planning and drafting issues with our expert authors, advisors, and other colleagues across the nation.

Prepare customized and tailored plans consistent with current Federal and state laws with the drafting system considered to be the most powerful system available. The InterActive LegalSuite® of products were created by renowned master estate planners Jonathan G. Blattmachr, JD and Michael L. Graham, JD, and are in use nationwide with firms of all sizes.

SOURCE InterActive Legal

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Barbara Ebling
Visit website