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Community Foundation of Western North Carolina

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The 26th Annual Professional Seminar

The Community Foundation of Western North Carolina

Thursday, May 4, 2017 from 8:00 AM to 12:15 PM (EDT)

Registration Information

Registration Type Sales End Price Fee Quantity
Professional Seminar Ended $110.00 $0.00
Late Professional Seminar Ended $120.00 $0.00

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Event Details

26th Annual Professional Seminar

May 4, 2017

8:00 a.m. Registration and Breakfast Buffet
9:00 a.m. to 12:15 p.m. Seminar  

Lioncrest at Biltmore

Cost: $110; $120 after April 28

"Planning with Retirement Assets: Technical Briefing, Case Studies and Practical Ideas"


Natalie Choate, JD

Of Counsel, Nutter McClennen & Fish

Effective financial, tax and estate planning for retirement assets requires familiarity with a complex range of issues. Practical, case-based information across a wide range of client situations will be shared. This seminar will inform professional advisors seeking to assist clients with:

  • Funding credit shelter trusts and QTIP trusts with retirement benefits
  • Charitable contributions of retirement plan benefits
  • Administration of inherited IRAs or other retirement plans
  • Dealing with an IRA that is out of legal compliance


Natalie Choate is an attorney with the Boston firm of Nutter McClennen & Fish. Her practice is limited to consultations on estate planning for retirement benefits. Her two books, Life and Death Planning for Retirement Benefits and The QPRT Manual, are leading resources for estate planning professionals.

            Miss 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.

            Her 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 49 states, Canada, Puerto Rico, and the District of Columbia, and has spoken at the Heckerling, Notre Dame, 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.

            A Boston native, Miss Choate is a graduate of Radcliffe College and Harvard Law School.

Continuing education credit (3 hours) is approved for the following. Credits will be confirmed at the event.

  •  NC State Bar, Board of Continuing Legal Education (CLE) Approved for 3.0 hours CLE Board of Continuing Education North Carolina State Bar, CLE Sponsor #1003, Course #1.
  •  Certified Financial Planner Board of Standards (CFP) Approved for 3.0 hours CE, This program meets the requirements of the Certified Financial Planning Board of Standards. CFP Sponsor #3367, Program ID #233504.
  •  NC Department of Insurance (11 NCAC 06A.0809) (ICEC) - 3.0 Hours, Credit Type: General, Course #206645, NC Insurance Provider #S16187
  •  ICB/Certified Trust and Financial Advisor (CTFA) - This program has been approved for 3 (three) credits. This statement should not be viewed as an endorsement of this program or its provider
  •  CFRE International (CFRE) - Credit approved.
  •  NC State Board of CPA Examiners (CPE) is available for self-reported credits - For NC licensed CPAs, this course is intended to meet the requirements of 21 NCAC 08G .0400.

Thank you to our generous sponsors.

Have questions about The 26th Annual Professional Seminar? Contact The Community Foundation of Western North Carolina

When & Where

Lioncrest at Biltmore
Biltmore Estate
Asheville, NC 28803

Thursday, May 4, 2017 from 8:00 AM to 12:15 PM (EDT)

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The Community Foundation of Western North Carolina

  Contact the Organizer

4 Vanderbilt Park Drive, Suite 300, Asheville, NC 28803| P: (828) 254-4960 | Directions

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