Natalie Choate

Leading Speaker on Retirement Planning

Travels From Travels From:
Boston, MA, USA
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Natalie Choate Biography

Natalie B. Choate is a leading author and speaker on estate and distribution planning for retirement benefits. She is the author of Life and Death Planning for Retirement Benefits, a book that advises estate planners and tax professionals on handling clients retirement plans.

Choate practices law in Boston, Massachusetts, with the firm of Nutter McClennen & Fish LLP. Her practice is limited to consulting on estate planning and retirement benefits matters. Her books Life and Death Planning for Retirement Benefits and The QPRT Manual are leading resources for estate planning professionals.

Miss Choate is a former chairman of the Boston Bar Association Estate Planning Committee, which she founded in 1981. She is a former Regent of the American College of Trust and Estate Counsel and currently serves as Chairman of its Employee Benefits Committee. She is a member and former officer of the Boston Probate and Estate Planning Forum. She was named "Estate Planner of the Year" by the Boston Estate Planning Council, and was one of the first 10 attorneys to receive the “Distinguished Accredited Estate Planner” award from the National Association of Estate Planners and Councils. She is listed in The Best Lawyers in America.

She is an editorial advisor for several professional periodicals: Trusts and Estates, Ed Slott's IRA Advisor, The Leimberg Information Service Employee Benefits Newsletter and Keeping Current. Her articles have been published in ACTEC Notes, Trusts and Estates and Estate Planning magazine. She is a contributing author and former coeditor of the book Drafting Wills and Trusts in Massachusetts. She writes a monthly column on retirement benefits for MorningstarAdvisor.com.

Miss Choate has taught professional-level courses in estate planning for ALI-ABA (the American Law Institute-American Bar Association), American College of Trust and Estate Counsel, International Association of Financial Planners, MCLE, the Boston and Massachusetts Bar Associations, and other organizations, and has spoken at the Heckerling, Notre Dame, Heart of America, New England, Southern California, Mississippi, Southern Federal, and many other Tax Institutes. She has lectured in 46 states, the District of Columbia, and Puerto Rico. Her comments on estate and retirement planning have been quoted in The Wall Street Journal, Newsweek, Kiplinger's Personal Finance, Forbes, Financial Planning, USA Today, and Financial World magazines.

From 1990 to 1992, Miss Choate served as Chairman of the Boston Bar Association's ERISA and Employee Benefits Law Committee. A Boston native, she is a graduate of Radcliffe College and Harvard Law School.

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Speaker profile last updated by AAE Talent Team on 02/01/2024.

FAQs on booking Natalie Choate

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  • What topics does Natalie Choate speak about?

    Natalie Choate is a keynote speaker and industry expert whose speaking topics include Aging, Business, Consulting, Economy, Ethics & Integrity, Finance, Generational Issues, Government, Law, Real Estate.
  • Where does Natalie Choate travel from?

    Natalie Choate generally travels from Boston, MA, USA, but can be booked for private corporate events, personal appearances, keynote speeches, or other performances. For more details, please contact an AAE Booking agent.
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Natalie Choate is a keynote speaker and industry expert who speaks on a wide range of topics . The estimated speaking fee range to book Natalie Choate for your event is $10,000 - $20,000. Natalie Choate generally travels from Boston, MA, USA and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are Terry Savage, Manisha Thakor, Maddy Dychtwald, Thomas Frey and Nadine Strossen. Contact All American Speakers for ratings, reviews, videos and information on scheduling Natalie Choate for an upcoming live or virtual event.

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