The SECURE Act: Decoded by Natalie Choate

COMPLIMENTARY WEBINAR

Wednesday, January 8, 2020

9:00-10:00am EST

This morning’s live presentation of “The SECURE Act Decoded by Natalie Choate” was a success and we greatly appreciate Natalie’s time and insight. Due to the nature of the topic and the caliber of the presenter, the webinar was sold out and there are no additional registration slots available.

If you registered for the webinar and were not able to attend, or if you registered and were able to listen only by phone, you will have received a link to the recorded presentation via email today, at the email address you used to register for the event. This link is good for one week. Please note that there are NO downloadable or printable materials for this presentation; visit https://www.ataxplan.com/ for a link to Natalie’s recent article discussing the SECURE Act, which covers the substance of what she shared in the webinar. The slides used during the presentation were only to focus on the current topic being discussed, were not substantive, and are not available to download, print, or email.

If you did not register and are an InterActive Legal subscriber, you can access the recording and an additional article on our subscriber website. There are no other downloadable, printable, or emailable materials or slides.

If you did not register and are not an InterActive Legal subscriber, there is unfortunately not a way to view the recording of this event. However, please watch for future InterActive Legal events, as this is the exact type of content that we strive to provide to our subscribers. If you are interested in becoming a subscriber, please click here to request a demo.

We hope to see you at Heckerling!

President and Director of Content Development, InterActive Legal


Webinar Description:

Estate Planners are – perhaps surprisingly – starting off 2020 with a significant change in a major area of estate and financial planning.  The Setting Every Community Up for Retirement Enhancement (“SECURE”) Act was enacted on December 20, 2019, and is effective on January 1st.  It makes several changes to the minimum distribution rules for individual retirement accounts and other retirement assets, changes the age cap for contributing to retirement accounts, and severely limits the use of so-called “stretch-IRAs.”  This last change is likely to have the most impact on estate planners, because it removes the ability to stretch out payments from retirement assets over a beneficiary’s lifetime – for all but a few types of beneficiaries – and requires payout within ten years.

Planners now need to know how the SECURE Act impacts their clients’ existing plans, and how to plan for the future.  Will the existing estate plan still work as intended?  What changes are recommended, and why?  Which beneficiaries can still obtain the benefits of a life-expectancy payout?

InterActive Legal is fortunate to have the nation’s leading expert on Retirement Benefits Planning as one of our Advisors.  Join Natalie as she discusses the impact of the SECURE Act in our first Hot Topic Webinar of 2020, to learn how best to advise your clients on this major law change.


Meet Natalie B. Choate, Esq.

Natalie B. 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.

Miss Choate is a former chairman of the Boston Bar Association Estate Planning Committee, which she founded in 1981, and its ERISA and Employee Benefits Law Committee, from 1990-1992. 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.

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. 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.

Miss 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.

A Boston native, she is a graduate of Radcliffe College and Harvard Law School.


CLE Credit

InterActive Legal is not an approved Continuing Education Sponsor.  However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation.  If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities.  It is the responsibility of the participant to file for CE credit and is not guaranteed by InterActive Legal.

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