Natalie B Choate

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Natalie B Choate
Nutter McClennen & Fish LLP
155 Seaport Blvd
Boston MA 02110
Tel: 617 439-2995
E-mail: nataliechoate@cs.com; nchoate@nutter.com

Accredited Estate Planner - National Association of Estate Planners & Councils

Area of focus: Trusts and Estates

Natalie B. Choate is an Of Counsel in the Trusts and Estates Department. Her practice is limited to estate planning for retirement benefits. Her two books, Life and Death Planning for Retirement Benefits and The QPRT Manual, are leading resources for estate planning professionals.

Trusts and Estates

Nutter has provided expert guidance in financial and estate planning, trust and estate administration, and related probate proceedings for more than a century. Our trusts and estates attorneys are distinguished for their attentive service and tradition of excellence.

Our clients

We counsel executives and owners of closely held businesses, designing plans to preserve corporate assets, effectively utilize employee benefits and address other specialized matters.

Our practice

We act as legal advisors and, in many cases, fiduciaries, providing service as executors, trustees, and guardians. We consistently take a big picture approach, assuring that immediate and long-term implications of decisions are balanced, while not losing sight of the details of individual and family interests. Our services include:
* Financial planning
* Personal estate planning
* Tax planning and tax return preparation
* Trust and estate administration
* Post-death tax planning
* Probate needs
* Investment and trust administration services
* Services for executives and owners of closely held businesses, including plans to preserve and control corporate assets
* Employee benefit planning

Our clients count on us to:

* Provide estate planning for individuals to minimize taxes and preserve assets for future generations through charitable and noncharitable giving, intra-spousal transfers and the use of lifetime trusts, preparation of wills, insurance trusts, GRATS and other testamentary dispositions of property

* Assist in tailoring financial plans to meet their individual objectives and needs in a changing tax climate

* Offer estate planning services for nonresidents holding assets in the United States, as well as for U.S. citizens with substantial assets abroad

* Assist with the preparation and filing of federal and state income tax returns

* Preserve capital and facilitating the transfer of wealth through administration of estates and post-death tax planning, by serving as executors and trustees, which includes handling probate and similar proceedings, post-death tax planning, fiduciary accounting, and preparation of income and estate tax returns

* Provide representation in probate and other courts involving equitable relief, will contests, estate disputes, adoptions, partitions of property, and actions for removal of fiduciaries

Nutter Investment Advisors

In conjunction with our subsidiary, Nutter Investment Advisors (NIA), Nutter provides clients and nonclients with complete investment and trust administration services. NIA manages substantial funds, and along with our Trust Department, offers professional investment management, custody, record-keeping and reporting services. Each account is managed separately, depending upon individual or family circumstances and the financial needs and objectives of the investor or trust beneficiary. To learn more click on the link at right.