EPCRI: September Virtual Meeting

Date: Monday, September 14, 2020
Time: 5:30pm - 7:00pm
Location: Virtual
Speaker: Natalie Choate, J.D.

This event is tonight, and has been closed.

Robert J. Tyler, Jr., President; Karen J. Bacon, Vice President; Bridget
Mullaney, Treasurer; Ashley Abbate Macksoud, Secretary; George Warner, Past President

George F. Warner; Robert J. Tyler, Jr.; Karen J. Bacon; Ashley Abbate Macksoud; Caitlyn R. Beauregard; Judith P. Higgins; Anthony R. Mignanelli; Bridget L. Mullaney, Joanne Speroni-Woody


Continuing Education Credits for CPAs and Attorneys are Available 

DATE:                     Monday, September 14, 2020
PLACE:                   Virtual

TIME:                     5:30-7:00PM (followed by Q&A)
Planning for Retirement Benefits: SECURE, CARES, and the New IRS Life Expectancy Tables

Three major new developments in planning for retirement benefits! The SECURE Act upended classic estate planning techniques by replacing the “life expectancy payout” with the “10-year rule” for most beneficiaries. The CARES Act cancelled required minimum distributions for 2020, plus provides tax breaks for coronavirus-related distributions. What it all means, what to tell clients, what has (and hasn’t) changed, and what we still don’t know. Plus, new IRS life expectancy tables!


Natalie Choate is a lawyer with the Boston firm of Nutter McClennen & Fish. Her practice is limited to consultations on estate planning for retirement benefits. Her book Life and Death Planning for Retirement Benefits is a leading resource for estate planning professionals.

Miss Choate is a fellow and former Regent of the American College of Trust and Estate Counsel and former chairman of its Employee Benefits Committee. She serves as an editorial advisor for Trusts and Estates. Named “Estate Planner of the Year” by the Boston Estate Planning Council, she is listed in The Best Lawyers in America. The National Association of Estate Planners and Councils has awarded her the “Distinguished Accredited Estate Planner” designation.

Her articles on estate planning topics have been published in ACTEC Notes, Estate Planning, Trusts and Estates, Tax Practitioners Journal and Tax Management. Miss Choate has lectured in all 50 states, Canada, Puerto Rico, and the District of Columbia, and has spoken at the Heckerling, Notre Dame, California, 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.

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