Tax & Legal Seminar
The Jewish Community Foundation created the annual Tax & Legal Seminar in 1993 to provide an educational opportunity for financial and estate planning professionals.
Since 2001, Tax & Legal Seminar has been a collaborative presentation of the Jewish Community Foundation and the Arizona Community Foundation. It has grown to be recognized as the premier educational seminar of its kind in Arizona, and is attended annually by hundreds of financial and estate planning professionals.
This year’s Tax & Legal Seminar will take
place on Friday, November 11, 2016 at the Omni Scottsdale Resort & Spa at Montelucia, featuring acclaimed estate planning and retirement planning expert, Natalie Choate.
About Natalie Choate
Natalie Choate is an attorney with the Boston law firm of Nutter McClennen & Fish. Her practice is limited to consultations on 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.
Miss Choate is a fellow and former Regent of the American College of Trust and Estate Counsel and former chairman of its Employee Benefits Committee. She serves as an editorial advisor for Trusts and Estates. Named “Estate Planner of the Year” by the Boston Estate Planning Council, she is listed in The Best Lawyers in America. The National Association of Estate Planners and Councils has awarded her the “Distinguished Accredited Estate Planner” designation.
Her articles on estate planning topics have been published in ACTEC Notes, Estate Planning, Trusts and Estates, Tax Practitioners Journal and Tax Management.
Miss Choate has lectured in 49 states, Canada, Puerto Rico, and the District of Columbia, and has spoken at the Heckerling, Notre Dame, and Southern Federal Tax Institutes, among others. 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.
Past Tax & Legal Seminar Speakers
2015 Samuel A. Donaldson
2014 Steven E. Trytten
2013 Samuel A. Donaldson
2012 Christopher R. Hoyt
2011 Samuel A. Donaldson
2010 Erik Dryburgh
2009 Samuel A. Donaldson
2008 Lawrence Katzenstein
2007 Jon & Eileen Gallo
2006 Christopher R. Hoyt
2005 Stanley M. Johanson
2004 Conrad Teitel
2003 Jeffrey N. Pennell
2002 Natalie Choate
2001 Steve Leimberg
2000 Terry L. Simmons
2016 Seminar Chair
Pamela Wheeler, EA – Henry & Horne, LLP, Certified Public Accountants
We gratefully acknowledge the following contributors for their generous support of the 2015 Tax and Legal Seminar:
Fennemore Craig, P.C.
Bonhams Auctioneers and Appraisers Since 1793
CBIZ MHM, LLC
Henry & Horne, LLP
The Northern Trust Company
To learn about sponsorship benefits and opportunities, contact Rachel Rabinovich.
Thank you to the committee of dedicated legal, accounting, financial planning professionals, and life underwriters who volunteer their time and expertise to the Jewish Community Foundation and the Arizona Community Foundation for their vital contributions to the success of this annual Tax and Legal Seminar.
Stephen Barber; Brenda A. Blunt, CPA; Linda H. Bowers, JD, AEP (Past Chair); Darren T. Case, Esq.; Kelley Cathie, Esq.; Susan M. Ciupak Esq.; Beth S. Cohn, Esq.; Teresa Coin; John K. Hanson, Esq.; Terri A. Hardy; Victoria C. Harris, CPA (Past Chair); Stephen Hart; John House, ChFC; Daniel L. Hulsizer, Esq.; Erin B. Itkoe, CPA/PFS/CFP; Lindsey A. Jackson, Esq.; Samuel Kelsall, IV, Esq.; Denise E. McClain, Esq. (Past Chair); David H. McConachie, CPA; Deborah W. Miller, Esq.; T.J. Ryan, Esq.; Fred A.Schertenlieb, CTFA; Abbie S. Shindler, Esq.; Christopher P. Siegle, Esq.; Charlene Tarver, Esq.; Michelle Tran, Esq.; Pamela Wheeler, EA; Trevor Whiting, Esq. ; Keith Wibel, CFA; Paul E.Yates, FSA, CLU; Michael A. Zongolowicz, CPA
If you’re interested in becoming a member of the Tax and Legal Seminar Planning Committee, please contact Rachel Rabinovich.