"Death and Taxes: The Inherited Retirement Plan"

The November program will be offered as a virtual meeting only. 
We will not be offering an in-person option.

When a retirement account owner dies, advisors must guide the survivors. Learn how to advise beneficiaries, executors, and trustees regarding titling the account, minimum required distributions, estate tax valuation, transferring the account to heirs, post-death Roth conversions, disclaimers, the IRD deduction, advising a surviving spouse, and cleanup strategies to improve tax results, as we cope with the new regime of SECURE, SECURE 2.0, and the IRS’s proposed RMD regulations.

Natalie Choate, JD, is a lawyer, writer, and speaker whose mission in life is to translate the tax rules dealing with retirement benefits into practical English for the benefit of estate planners and other tax professionals, so they can serve their clients. Her book Life and Death Planning for Retirement Benefits is a leading resource for lawyers, accountants, financial planners, professors, students, and everyone else who needs to understand planning and compliance for retirement accounts.

Natalie is a former Regent of the American College of Trust and Estate Counsel and former chairman of its Employee Benefits Committee. Named “Estate Planner of the Year” by the Boston Estate Planning Council, she has received the “Distinguished Accredited Estate Planner” designation and “Lifetime Service Award” from the National Association of Estate Planners and Councils. 

Natalie is a frequent contributor to Leimberg Information Services Employee Benefits and Estate Planning newsletters and to Ed Slott’s IRA Advisor. Her articles on estate planning topics have been published in ACTEC Notes, Estate Planning, Trusts and Estates, Tax Practitioners Journal and Tax Management. She has lectured in all 50 states, Canada, Puerto Rico, and the District of Columbia, and has spoken at the Heckerling, Notre Dame, and Southern Federal Tax Institutes, among others. Her comments on estate and retirement planning have been quoted in The Wall Street Journal, Money, The New York Times, Newsweek, Forbes, Financial Planning and Financial World.

One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

This meeting is being sponsored by