Half-Day Seminar with Natalie Choate! Case Studies: Estate Planning for Retirement Benefits after SECURE & Trusts as Beneficiaries of Retirement Benefits

Date: Tuesday, June 8, 2021
Time: 11:45am - 2:45pm
Location: Virtual, via Zoom
Speaker: Natalie B. Choate

Natalie B. Choate, Of Counsel in Nutter’s Private Client Department, has written two books, Life and Death Planning for Retirement Benefits, and The QPRT Manual, and was named “Estate Planner of the Year” by the Boston Estate Planning Council. She will be presenting, “Case Studies: Estate Planning for Retirement Benefits after SECURE & Trusts as Beneficiaries of Retirement Benefits”.

Login now to register for this event.

Add to My Outlook Calendar

Add to My Google Calendar

See Upcoming Event Calendar