There is also Special Lunch with Natalie Choate
— an opportunity for individuals and their advisors to learn together. For more information call Pearl McElfish at 479-361-4624

Natalie B. Choate, Esq. of counsel, Bingham McCutchen, LLP. Author of two books, Life and Death Planning for Retirement Benefits and The QPRT Manual. Former chair, Boston Bar Estate Planning Committee, and Boston Bar Employee Benefits Committee. Former regent, and current chair of Employee Benefits Committee, American College of Trust and Estate Counsel. Named "Estate Planner of the Year" by the Boston Estate Planning Council, and awarded the "Distinguished Accredited Estate Planner" designation by the National Association of Estate Planners and Councils. Listed in The Best Lawyers in America. Member, editorial advisory board of Trusts and Estates. Frequent lecturer and author on estate planning topics. Her comments on estate and retirement planning have been quoted in The Wall Street Journal, Money, Newsweek, USA Today, Forbes, Financial Planning, Business Week, and Financial World. J.D., Harvard Law School.