About the Author

Natalie B. Choate

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Natalie practices law in Boston, Massachusetts, with the firm of Nutter McClennen & Fish, LLP.  Her practice is limited to consultations on estate planning for retirement benefits.

Her books, “Life and Death Planning for Retirement Benefits and “The QPRT Manual” are leading resources for estate planning professionals.

Natalie has published widely and lectured in 49 states—sorry Montana!

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.