B. Choate, who received rave reviews for her presentations at the 55th
Annual Spring Tax Institute, will keynote this year’s 60th annual
institute on Friday (May 9) at the University Club in Iowa City.
attorney with the Boston firm of Nutter McClennen & Fish, Choate limits her
practice to estate planning for retirement benefits. She will present a total
of four hours in the morning of the daylong institute. Topics include: "201
Best (and Worst) Planning Ideas for Your Client’s Retirement Benefits” (2
hours), "Understanding the Minimum Distribution Rules” (1 hour) and "Case
Studies in Estate Planning for Retirement Benefits: Practical Ideas for Real
Life Situations" (1 hour).
presenting in the afternoon are Carolyn Jones, University of Iowa College of
Law; Christopher E. James, Davis Brown Law Firm in Des Moines; and Wayne E.
Reames, Belin McCormick in Des Moines.
view more information about the institute and to register with a printable registration
form, click here,
then click on the printable registration form. Online registration is scheduled
to be available soon.