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.
- 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
The Messy Intersection Between Guardianship and Divorce
Nell Graham Sale, Of Counsel
Taxation of Trusts in 2021
Kenneth C. Leach, Attorney
Charitable Planning: More Important Now than Ever!
Gregory Mackenzie, Attorney
Litigation of Estate Contests
William D. Slease, Director
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.
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, President