Making Retirement Benefits Payable to Trusts

Date: Wednesday, November 6, 2019
Time: 7:30am - 10:00am
Location: University Club of Milwaukee
Speaker: Natalie Choate

Please join us for a conversation with Natalie Choate to review how the IRS's minimum distribution rules apply to retirement benefits payable to trusts.  Natalie will also address the five "trust rules" you must not ignore and how to be sure that the trust you draft is "safe" under the IRS's rules.  She will also present an overview of how trust accounting rules apply to retirement benefits under the Uniform Principal and Income Act and otherwise.  Case studies will also be presented involving funding credit shelter trusts and QTIP trusts.  

Natalie Choate practices law in Boston, Massachusetts, with the firm Nutter McClennen & Fish LLP.  Her practice is limited to consulting on estate planning and retirment 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 

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.

Registration preference will be given to Milwaukee Estate Planning Forum Members through October 15, 2019.  


Sliced Fruit Platter

Assorted Pastries, Muffins, Croissants

Orange Juice, Coffee

Quiche - Roasted Red Pepper, Carmelized Onions, Swiss Cheese

Chicken Sausage

Breakfast Potatoes


Jennifer Bogli CPA
Vice President/Board of Directors, Milwaukee Estate Planning Forum, Inc.

10361 Innovation Drive Suite 150, Milwaukee, WI 53226
Phone: (414) 244-9942


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