EUGENE ESTATE PLANNING COUNCIL

EEPC Double Session with Natalie Choate is from 11am to 1:30pm Tuesday, November 15, 2022, at The Valley River Inn in the McKenzie Room 2nd floor. Lunch will be served at noon. You may choose to attend this event in-person or virtually. Application for continuing education credit is pending.

Natalie Choate will be speaking virtually on:

"Estate Planning for Retirement Benefits under SECURE and the Proposed Regulations"

FIRST SESSION: PLANNING FOR ONE BENEFICIARY

            How hard can it be, right?

SECOND SESSION: PLANNING FOR MULTIPLE BENEFICIARIES

            Now that you’ve mastered the basics....

Natalie Choate is an attorney in Wellesley Massachusetts. Her practice is limited to consultations on planning for retirement benefits. Her book Life and Death Planning for Retirement Benefits is a leading resource for estate planning and money management 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 50 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.

If you will be attending the meeting,

PLEASE RSVP NO LATER THAN Thursday, November 3rd

online at www.eugeneepc.org 

MENU

Garden Salad

Pan Seared Salmon, topped with house made fruit salsa, served with rice pilaf and roasted vegetables

Roasted Vegetable Pesto Pasta (Vegetarian)

Cheesecake 

As an EEPC member, you may bring guests at the standard EEPC guest rate of $50 per guest, payable at the meeting by check or credit card.

ATTENDEE agrees the EUGENE ESTATE PLANNING COUNCIL (“EEPC”) will not pay or be held liable for loss or damage caused by or resulting from any virus, bacterium or other microorganism that induces or is capable of inducing physical distress, illness, disease, or death. During the event, ATTENDEE is responsible for ensuring compliance with all state and local requirements for indoor & outdoor gatherings in Lane County related to the Covid-19 pandemic that are in effect at the time of the event, including the restrictions of OAR 333-019-1025. ATTENDEE must wear facial masks or coverings (unless actively eating, drinking, or presenting to the group), and keep a social distance from other attendees of at least six (6) feet.  The ATTENDEE hereby acknowledges that he or she may be required to leave the event if he or she is observed to be in violations of any state or local restrictions, and that any event fee paid by the ATTENDEE would then be nonrefundable.