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Join us for the 2017 CT-NAELA Spring Seminar

Retirement Planning Guru ATTORNEY NATALIE B. CHOATE
Estate Planning Strategies with Retirement Benefits
Including Disability Trusts and Retirement Benefits

Thursday, May 11, 2017 (8:30 a.m. – 1:15 p.m.)

Four Points By Sheraton, 275 Research Parkway, Meriden, CT

Don’t miss the upcoming seminar.

Join other elder law attorneys, accountants, and financial advisors to learn:

  • MAKING RETIREMENT BENEFITS PAYABLE TO TRUSTS – Trust rules including providing for disabled beneficiaries, for SNT’s, for marital trusts, and trusts for minors
  • DEATH AND TAXES: THE INHERITED RETIREMENT PLAN – How to advise Executors and Beneficiaries: Estate Taxes, Disclaimers, Rollovers, and Cleanup Strategies
  • UNDERSTANDING THE MINIMUM DISTRIBUTION RULES – These rules for retirement benefits are key to reducing income taxes for clients and beneficiaries;
  • WHEN INSURANCE PRODUCTS MEET RETIREMENT PLAN – The special tax rules that apply when a life insurance or annuity contract is held inside a retirement plan


Click Here for a mail-in Registration form to pay by check.
Click Here to Register Online and Pay by Credit Card