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Event Information

Event Name: Natalie Choate on Estate & Distribution Planning for Retirement Benefits
Event Date: Wednesday, May 15, 2013
Event Time: From 9:00 am until 5:00 pm
Event Details:

PBI Video - 6.5 hours of substantive law credit.

Registration begins at 8:30 a.m.

Register below and mail in your check (payable to PBI) to the ECBA office or pay online through

Add to your estate planning expertise
Receive in-depth knowledge of how to integrate retirement benefits into your client’s estate plans

Understand the Minimum Distribution Rules

  • Learn how your client’s benefits can qualify for the “stretch” life expectancy payout
  • Hear how to avoid missed deferral opportunities and costly penalties

Whys, hows, whiches and whens of charitable giving with retirement benefits
Help your charitably-inclined clients save money while doing good

Lifetime distribution strategies for retirement benefits

  • Guide your clients to make tax-smart decisions regarding their retirement plan distribution
  • Learn how to grab the special tax deals and avoid penalties

Receive a copy of Natalie Choate’s book Life and Death Planning for Retirement Benefits
This indispensable reference is now in its 7th Edition with new or expanded coverage on Everything Roth, rollovers and plan-to-plan transfers and after-tax money in plans and IRAs

Event Location:
Erie County Bar Association
302 West 9th Street
Erie, Pennsylvania 16502

Registration Information

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