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DTSTART:20210921T130000Z
DTEND:20210921T150000Z
LOCATION:Zoom Meetings
UID:2158520210921T130000ZEstate Planning for Retirement Benefits in a post-SECURE World
DTSTAMP:20260604T120411Z
DESCRIPTION:\n  \nAbout the Presentation     \n  \n  \n \nThe SECURE Act has upended classic estate planning techniques by replacing the “life expectancy payout” with the “10-year rule” for most beneficiaries. What are the planning options still left for a client leaving retirement benefits for the surviving spouse, minor children, disabled beneficiary or others? The effect on trust drafting….and are there ways to “beat” SECURE?      \n  \nEvent Details     \n \n   \n  \n \nDate: \nTuesday, September 21, 2021 \n  \nTime: \n9:00 AM - Program Start \n11:00 AM - Adjourn \n  \nCost: \nMembers - FREE! \nNon-Member - $75 \nNew Professional - $25      \n  \n  \n \nLive Zoom Program: \nLogin information and individual invitations will be sent to those registered prior to the event. \n  \nDeadline to Register: \n12:00 PM ET, Monday, September 20th \n  \nNote: refunds will not be given for cancellations received after the deadline.      \n    \n \n   \n  \n2021-2022 Season Sponsor \n \nWe are proud to welcome the \nGreater Cincinnati Foundation back as our season sponsor!      \n  \n[](https://www.gcfdn.org/)     \n \n   \n  \nAPPROVED Cont. Education Credits \n  \nCFP \nCPA \nKY Legal \nOH Insurance     \n  \n  \n \nPENDING Cont. Education Credits \n  \nOH Legal         \n  \nAbout the Speaker   \n  \n  \n      \n \nNatalie Choate \n  \nNatalie Choate is a lawyer in Wellesley, Massachusetts. 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. \n  \nMiss 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. \n \nHer 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.
SUMMARY:Estate Planning for Retirement Benefits in a post-SECURE World - Cincinnati Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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