New Mexico Estate Planning Conference
About Us
New Mexico Estate Planning Conference
About Us
About Us
New Mexico Estate Planning Conference
New Mexico Estate Planning Conference 2026
March 3-5, 2026
Hotel Albuquerque at Old Town | 800 Rio Grande Blvd NW
The New Mexico Estate Planning Conference, presented by Albuquerque Community Foundation and Empire Trust, is expanding from a one-day seminar to two full days of expert sessions, networking, continuing education, and a special opening social. This conference is designed specifically for attorneys, bankers, investment advisors, estate planning and tax practitioners, and financial planners.
Registration
Regular Registration: $300
- Welcome Social from 4-6pm on Tuesday, March 3 at the Foundation
- Two days of expert sessions from leading estate planning professionals
- Continental breakfast, lunch, and snacks provided on Wednesday, March 4 and Thursday, March 5
- Digital manual provided
- CLE credit registration provided for NM State Bar, OSI, and CFP
Conference registration is CLOSED. If you are interested in attending, please email [email protected].
Hotel Accomodations
A limited number of rooms are reserved for conference attendees at Hotel Albuquerque at Old Town for March 3–4, 2026. The special rate is $179 per night, plus a $25 daily amenity fee and applicable taxes.
- Book online to secure this discounted rate.
- Alternatively, call the reservations team at (866) 505-7829 and provide:
- Call-in Code: FOUNDATION
- Group Name: Albuquerque Community Foundation
Welcome Social
We invite all estate planning professionals to attend our NMEPC Welcome Social on Tuesday, March 3 from 4:00-6:00pm at Albuquerque Community Foundation.
This kickoff gathering is a wonderful opportunity to connect with peers, build meaningful relationships, and engage with the Foundation regardless of whether or not you’re attending the full conference.
Note: Individuals who are registered for NMEPC do NOT need to complete the RSVP form.
Speakers
Day 1 - Wednesday, March 4
- Ken Leach, Roybal-Mack & Cordova
- Session: Takeaways from the 60th Heckerling Institute
- Sara Traub, Traub Law NM, PC
- Session: Elder Law & Estate Planning Updates in 2026
- Cristy J. Carbón-Gaul, The Law Office of Cristy J. Carbón-Gaul
- Session: Representing Marginalized Communities
- Brooke Nutting, Death Doula Professionals
- Session: Medical Aid In Dying (MAID) in New Mexico: Implications for Estate and Financial Planning
- Gerard "Roddy" Thomson, New York Life
- Session: Philanthropy in Estate Planning
- Albuquerque Community Foundation Panel: Advantages of Donor-Advised Funds & Other Philanthropic Tools
- Marisa Magallanez, President & CEO
- Nick Williams, Chief Financial & Administrative Officer
- Denise Nava Wyrick, VP of Communications & Operations and Interim VP of Development
- Ian Esquibel, Ray Zimmer Heritage Society Member
- Facilitator: Melody Wells, Major Gifts Officer
Day 2 - Thursday, March 5
- Brad Justice, Justice Financial
- Session: OBBBA Financial Planning Nuggets
- Brad Yablonsky, RBC Wealth Management
- Session: Savvy Social Security
- Planning for Individuals with Disabilities Panel
- John Attwood, Cardinal Trust
- Feliz Martone, Legal Legacy Trusts & Estates, PC
- Bridget Mullins, Horton Mullins PC
- Jessica Streeter, Streeter Law Firm
- Session: Certified Exit Planning (CEPA)
- Jim Reist, Smidt, Reist & Keleher, P.C.
- Session: Legal Ethics & Estate Planning
- Patrick Anderson & Mike Smith, Adams Brown Trust Solutions
- Session: Dream Legacy to Reality with Directed Trusts
Title Sponsor
Sponsors
New Mexico Estate Planning Conference 2026
March 3-5, 2026
Hotel Albuquerque at Old Town | 800 Rio Grande Blvd NW
The New Mexico Estate Planning Conference, presented by Albuquerque Community Foundation and Empire Trust, is expanding from a one-day seminar to two full days of expert sessions, networking, continuing education, and a special opening social. This conference is designed specifically for attorneys, bankers, investment advisors, estate planning and tax practitioners, and financial planners.
Registration
Regular Registration: $300
- Welcome Social from 4-6pm on Tuesday, March 3 at the Foundation
- Two days of expert sessions from leading estate planning professionals
- Continental breakfast, lunch, and snacks provided on Wednesday, March 4 and Thursday, March 5
- Digital manual provided
- CLE credit registration provided for NM State Bar, OSI, and CFP
Conference registration is CLOSED. If you are interested in attending, please email [email protected].
Hotel Accommodations
A limited number of rooms are reserved for conference attendees at Hotel Albuquerque at Old Town for March 3–4, 2026. The special rate is $179 per night, plus a $25 daily amenity fee and applicable taxes.
- Book online to secure this discounted rate.
- Alternatively, call the reservations team at (866) 505-7829 and provide:
- Call-in Code: FOUNDATION
- Group Name: Albuquerque Community Foundation
Welcome Social
We invite all estate planning professionals to attend our NMEPC Welcome Social on Tuesday, March 3 from 4:00-6:00pm at Albuquerque Community Foundation.
This kickoff gathering is a wonderful opportunity to connect with peers, build meaningful relationships, and engage with the Foundation regardless of whether or not you’re attending the full conference.
Note: Individuals who are registered for NMEPC do NOT need to complete the RSVP form.
Speakers
Day 1 - Wednesday, March 4
- Ken Leach, Roybal-Mack & Cordova
- Session: Takeaways from the 60th Heckerling Institute
- Sara Traub, Traub Law NM, PC
- Session: Elder Law & Estate Planning Updates in 2026
- Cristy J. Carbón-Gaul, The Law Office of Cristy J. Carbón-Gaul
- Session: Representing Marginalized Communities
- Brooke Nutting, Death Doula Professionals
- Session: Medical Aid In Dying (MAID) in New Mexico: Implications for Estate and Financial Planning
- Roddy Thomson, New York Life
- Session: Philanthropy in Estate Planning
- Albuquerque Community Foundation Panel: Advantages of Donor-Advised Funds & Other Philanthropic Tools
- Marisa Magallanez, President & CEO
- Nick Williams, Chief Financial & Administrative Officer
- Denise Nava Wyrick, VP of Communications & Operations and Interim VP of Development
- Ian Esquibel, Ray Zimmer Heritage Society Member
- Facilitator: Melody Wells, Major Gifts Officer
Day 2 - Thursday, March 5
- Brad Justice, Justice Financial
- Session: OBBBA Financial Planning Nuggets
- Brad Yablonsky, RBC Wealth Management
- Session: Savvy Social Security
- Planning for Individuals with Disabilities Panel
- John Attwood, Cardinal Trust
- Feliz Martone, Legal Legacy Trusts & Estates, PC
- Bridget Mullins, Horton Mullins PC
- Jessica Streeter, Streeter Law Firm
- Session: Certified Exit Planning (CEPA)
- Jim Reist, Smidt, Reist & Keleher, P.C.
- Session: Legal Ethics & Estate Planning
- Patrick Anderson & Mike Smith, Adams Brown Trust Solutions
- Session: Dream Legacy to Reality with Directed Trusts
Title Sponsor
Sponsors