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ESTATE PLANNING AND DRAFTING FOR RETIREMENT BENEFITS AFTER SECURE



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SECURE has overturned the estate plans of many of our clients by replacing the life expectancy payout with the 10-year rule for most beneficiaries. Be sure to join Natalie Choate in her exclusive LISI Webinar as she provides you with what you need to know to advise new and existing clients about estate planning options for their retirement benefits. Here’s a short list of what Natalie will cover in this fast-moving, content packed webinar:   

  • How the 10-year rule works for trusts and individual beneficiaries

  • How SECURE did what it did and what that means for the existing minimum distribution regulations: What survives and what was squashed

  • Why you still need to understand conduit trusts and accumulation trusts...why “see-through trust” status still matters

  • The five categories of “eligible designated beneficiary” and their four (!) sets of minimum distribution rules

  • Why all five EDB categories are now worse off (a lot or a little) because of SECURE

  • You don’t need to change your trusts...you may need to change the plan

  • Hopes and schemes for delaying distributions to minors

  • The curious special trust rules for disabled/chronically ill beneficiaries

  • Selected drafting issues: Auto switches for EDB status? Toggle sitch to capture ghost rule? New accounting issues? Do we care about the “oldest trust beneficiary?”


There will be no CE for this webinar


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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 AdvisorThe 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 MorningstarAdvisor.com.

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 JournalNewsweekKiplinger’s Personal FinanceForbesFinancial PlanningUSA 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.



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