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DTSTART:20191106T133000Z
DTEND:20191106T160000Z
LOCATION:University Club of Milwaukee
UID:1779820191106T133000ZMaking Retirement Benefits Payable to Trusts 
DTSTAMP:20260701T005356Z
DESCRIPTION:\nPlease 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.  \n \nNatalie 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.  \n \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 National Association of Estate Planners and Councils. She is listed in The Best Lawyers in America.\n \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 MorningstarAdvisor.com. \n \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.\n \nRegistration preference will be given to Milwaukee Estate Planning Forum Members through October 15, 2019.  \n \nMenu\n \nSliced Fruit Platter\n \nAssorted Pastries, Muffins, Croissants\n \nOrange Juice, Coffee\n \nQuiche - Roasted Red Pepper, Carmelized Onions, Swiss Cheese\n \nChicken Sausage\n \nBreakfast Potatoes\n \n \n \nJennifer Bogli CPA\nVice President/Board of Directors, [Milwaukee Estate Planning Forum, Inc.](http://www.milwaukeeepf.org/)\n\nMohr CPAs LLP\n10361 Innovation Drive Suite 150, Milwaukee, WI 53226\nEmail: jbogli@mohrcpas.com\nPhone: (414) 244-9942\n \n\n \n         \n
SUMMARY:Making Retirement Benefits Payable to Trusts  - Milwaukee Estate Planning Forum, Inc. 
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