ESTATE PLANNING COUNCIL OF CENTRAL TEXAS

Join us on November 20 from 11:30AM - 1PM to learn more about what estate planners must know when a trust is beneficiary of retirement benefits:

• The five step process for determining the payout period applicable to every trust under IRS’s proposed minimum distribution regulations
• Best trust structures for surviving spouse, minor child, disabled beneficiary, plain old designated beneficiary, and “others”
• Separate accounts treatment for subtrusts—how to get it, when it matters.
• Whether to use multiple trusts for different assets and/or beneficiaries or one big trust.
• Trust income tax rules: what happens when DNI meets IRD
• Trust accounting for retirement benefits and what it means for your trusts
• When and how to transfer an IRA out of a trust or estate.

Note: Our speaker will be joining us virutally, while attendess will be participating in person.

About our speaker: Natalie B. Choate is an estate planning lawyer, writer, and speaker in the field of tax and estate planning treatment of IRAs and other qualified retirement plan accounts. Her book Life and Death Planning for Retirement Benefits (8th ed. 2019) is a leading resource for tax and investment professionals.

Her articles have been published in ACTEC Notes, Estate Planning, Trusts and Estates, Tax Practitioners Journal and Tax Management, and she is a frequent contributor to the Leimberg Information Services’ Employee Benefits Newsletter and Ed Slott’s IRA Advisor. She has lectured at major tax institutes and other venues in all 50 states, and now provides webinars for organizations around the country.

Natalie is a fellow (retired status) and former Regent of the American College of Trust and Estate Counsel, former chair of its Employee Benefits Committee, and an editorial advisor for Trusts and Estates. The National Association of Estate Planners and Councils awarded her the Distinguished Accredited Estate Planner designation and the Hartman Axley Lifetime Service Award. Her comments on estate and retirement planning have been quoted in The Wall Street Journal, The New York Times, and Forbes.

SPONSORED BY:

Parking: Parking is available in the attached Chase Bank Tower garage. Entrances to the garage are on 5th and Colorado. We will provide parking validations at the conclusion of the event. Upon etnering the Chase Bank Tower building, make your way to the 21st Floor.

Photo Disclaimer: By attending this event, you acknowledge that you are aware your image may appear in on EPCCT social media platforms, promotional material and other media as requested. Questions: contact Jen George, CAE at atxEPCCT@gmail.com.

Menu: Special food requests cannot be guaranteed onsite. Please note any special dietary requirements or food allergies on the registration page.

Deadline to register or cancel is Friday, November 15 at noon. Guarantees to the venue necessitate this policy.

New Guest Policy:  Guests may attend our meetings for $75.  Eligible guests who qualify for membership may attend once per program year before we ask them to join.

**MEMBERS: PLEASE LOGIN TO REGISTER.**