Natalie B. Choate

Your Life Preserver! The Retirement Benefits Drafting Immersion Workshop
Stay afloat and learn: How to draft beneficiary designations and trusts-to-be-named as beneficiary, including pecuniary, fractional, and formula clauses, marital deduction, trust accounting, charitable bequests, disclaimers, conduit and other “see-through” trusts. When to use a separate trust for benefits. Includes forms, checklists, trust-testing questionnaire, and how to communicate with plan administrators.

Fundamentals Program, Thursday, January 28th
(2:00 p.m. – 5:20 p.m.)