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2nd Annual New Mexico Estate Planning Conference

 

A one-day seminar to provide a multitude of perspectives in the estate planning industry. Designed specifically for attorneys, bankers, investment advisors, estate planning and tax practitioners and financial planners. Continuing Education Credits Pending.

Topics include:

  • Charitable Planning
  • Taxation of Trusts in 2021
  •  Special Needs & Divorce
Continuing Education Credits Available:
CLE, CE, CPA and Insurance

Meet the Guest Speakers

Bridget Mullins, Associate
Pregenzer, Baysinger, Wideman & Sale, PC
 
The Messy Intersection Between Guardianship and Divorce
Nell Graham Sale, Of Counsel
Pregenzer, Baysinger, Wideman & Sale, PC
 
Taxation of Trusts in 2021
Kenneth C. Leach, Attorney
Kenneth C. Leach & Associates
 
Charitable Planning: More Important Now than Ever!
Gregory Mackenzie, Attorney
Hurley, Toevs, Styles, Hamblin & Panter, PA
 
Litigation of Estate Contests
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William D. Slease, Director
Professional Practice Program of the State Bar of New Mexico
 
Conflicts, Capacity, Coercion, Oh My! Ethical Issues in Estate Planning

Estate Planning Conference Panel

Beyond HEMS…A Trust Officer’s Guide to Discretionary Distributions
 

This program will be a panel discussion among three prominent trust officers serving the local legal community. The discretionary distribution standard is a provision in a trust that instructs the trustee to distribute a portion of the trust estate to one or more of the beneficiaries. Trustees often face difficult decisions when exercising discretion of distributions to beneficiaries. 

This panel will discuss the thought and administration process behind those discretion decisions. In addition, the panel will provide thoughts and guidance about additional language to consider when drafting the trust which will provide valuable guidance to the Trustee in meeting the intent of the Grantor. 

Panel Facilitator:

Loral Welde, Retired Trust Officer, Bank of Albuquerque

Meet the Panelists

John Attwood,Vice President & Trust Officer

 

First American Bank
Anna Grace,Vice President &
Senior Wealth Advisor

 

New Mexico Bank & Trust
Skyler Wildenstein-pic
Skyler Wildenstein, President

 

Empire Trust

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