Estate and Distribution Planning for Retirement Benefits

Please note registration for this event is now closed. The event reached maximum capacity, and we cannot accept any more attendees.

Featuring:  Natalie B. Choate, Esq., 
Partner, Nutter McClennen & Fish LLP,  Boston, MA

A Continuing Education Seminar for Professional Advisors

Wednesday, December 7, 2016

Registration 7:45-8:30 a.m. • Presentation 8:30-11:45 a.m.
Hilton Memphis •939 Ridge Lake Blvd.

Please note registration for this event is now closed. The event reached maximum capacity, and we cannot accept any more attendees.

Sponsored by

Presented by Allied Professionals organizations:
Community Foundation of Greater Memphis
Estate Planning Council of Memphis
Financial Planning Association of Greater Memphis
Planned Giving Council of Greater Memphis

This seminar is free to members of any of the Allied Professionals presenting organizations listed above.  

Registration fee for nonmembers is $150 through Friday, December 2. Registration fee after December 2 is $200. 

Advance registration recommended.

Continuing Legal/Professional Education

Sponsors will apply for  3.00 CLE (TN, AR, & MS); CPE Credit: 3.50 Tax; CFP 3.50; CTFA 3.75; CEU; and Tennessee Department of Commerce and Insurance and Mississippi Insurance Dept. continuing education credits (applications are pending).

Natalie B. Choate, Esq., Partner, Nutter McClennen & Fish LLP, Boston, MA

America’s leading speaker on estate distribution planning for retirement benefits.  Ms 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.

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. 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. She authors a monthly column on retirement benefits for  A Boston native, she is a graduate of Radcliffe College and Harvard Law School.

Seminar Agenda and Learning Objectives

“Understanding the Minimum Distribution Rules”

The minimum distribution rules for retirement benefits are key to minimizing income taxes for your clients and their beneficiaries. Learn how your client’s benefits can qualify for the “stretch” life expectancy payout, and how to avoid missed deferral opportunities and costly penalties.    

“Making Retirement Benefits Payable to Trusts”

The purpose of this seminar is to explain how the IRS “minimum distribution rules” apply to retirement benefits payable to trusts. The five “trust rules” you must not ignore. How to be sure the trust you draft or review is “safe” under the IRS’s rules. How trust accounting rules apply to retirement benefits under the new Uniform Principal and Income Act and otherwise.

“The 201 Best & Worst Planning Ideas for Your Client’s Retirement Benefits”

Your clients are bombarded with dreams and schemes designed to reduce the tax value of their retirement plans. Learn which ideas work, which ones probably don’t, and which will win your client a midnight visit with the IRS. Plus, learn the tried and true estate planning practices, the nifty distribution tricks used by those in the know, and cutting edge ideas for the daring.

Delivery method: Group-live; Program level:  Intermediate; Prerequisites:  Knowledge of current estate, gift and transfer tax system; Advanced Preparation:  No advanced preparation required; Who should attend? Attorneys; CPAs; financial planners and advisors; and trust officers.

This seminar is free to members of any of the Allied Professionals presenting organizations listed above.  Registration fee refunds will be provided if you notify the Community Foundation by Monday, December 5.  In lieu of a refund, we will be happy to provide copies of the course materials.  For more information regarding administrative polices such as complaint or refund, please contact our offices at (901) 728-4600.

CPE info

The Community Foundation of Greater Memphis is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

For more information or to check availability, email(fhorrell [at] cfgm [dot] org) Director of Professional Advisor Development Frank Horrell, CPA, CFP® or call him at (901) 722-0027.