Annual New Mexico Estate Planning Conference
About Us
Annual New Mexico Estate Planning Conference
About Us
About Us
Annual New Mexico Estate Planning Conference
The Annual New Mexico Estate Planning Conference is 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.
New Mexico Mutual | 5201 Balloon Fiesta Parkway
8:00 AM - 5:00 PM
Post-event networking to follow from 5:00-6:00 PM at Vara Winery & Distillery.
For more information or special inquiries, please contact Kate Leung, Donor Development Senior Associate.
Registration Information
Regular Registration - $200 (Only virtual seats left!)
- 6 educational sessions with estate planning CLE credit (Including 1 session on ethics)
- Breakfast and lunch provided for in person attendees
- Virtual or in person attendance accommodated
- Digital manual provided
- CLE credit registration provided for NM State Bar, OSI, and CFP
- 1 admission to post-event networking
Group Rate - $150
- All benefits of regular registration
- Reduced cost if purchasing 5 tickets or more at once
Networking Admission - $25 (If you are not attending the Estate Planning Conference, and want to ONLY attend the Networking event, this is your ticket)
- 1 admission to post-event networking at Vara Winery & Distillery from 5-6pm
Sponsorship - $500
- Logo included in all marketing materials from the time of sponsorship
- Logo advertised on screen at conference
- Logo and one-page advertisement available in conference materials (1 complimentary registration)
- If sponsoring firm is represented by the speaker, one complimentary registration in addition to the speaker will be offered
- Discounted registration price ($175/ticket) guaranteed for all attendees from sponsor firm
- 3 complimentary admissions to post-event networking
2023 Guest Speakers
Ken Leach | Kenneth C. Leach & Associates
Designing the Best Vehicles to Own and Manage Real Estate
This presentation will delve into the best entities to manage real estate from a business efficiency, liability and tax perspective and how holding title in a third party settled trust can result in increased asset protection.
Brad Justice | Justice Financial
Integrating Portfolio and Insurance Planning
A complete financial plan integrates both offensive and defensive strategies.   How should a portfolio be designed for a retiree? What impact does life insurance have on an investment strategy? How do longevity and balance sheets impact the decision to start drawing from Social Security? This session explores the integration of portfolio investments and insurance planning through a variety of life stages.
Cristy Carbón-Gaul | The Law Office of Cristy J. Carbón-Gaul
Estate Planning for the LGBTQ+ Community
Cristy has represented the LGBTQ+ community for over 20 years. In this presentation, we will discuss issue spotting that is particular to the LGBTQ+ community, including addressing the children of these relationships, in order to provide the protections needed in their estate plans. We will also discuss legal terms and terms of art that are used in preparing estate plans for individuals, couples and throuples in the LGBTQ+ community.
Nell Graham Sale | Pregenzer Baysinger Wideman & Sale PC
Ethical Issues Involved in Representing a Fiduciary
Does representing a fiduciary in New Mexico mean that you the attorney have ethical duties not only to your client but to those for whom your client is the fiduciary? Nell Graham Sale, an experienced presenter and attorney, will answer this question and speak about the ethical responsibilities and considerations when representing a fiduciary. The session will use a hypothetical case study to examine the nuances and requirements of the attorney's duty.
Madison Jones | Rodey, Dickason, Sloan, Akin, & Robb, P.A.
The Corporate Transparency Act and SECURE 2.0: Applications for Advisors
Are you aware of the Corporate Transparency Act? Threatening penalties of both significant fines and imprisonment of up to two years, the CTA has already changed the corporate and estate planning landscape for attorneys and professional advisors alike. In this session, we will not only review the fundamentals of the CTA, but will discuss how we as advisors can best support our clients and communities as well as protect our practices. Estate planning attorneys and professional advisors will also benefit from taking a deeper dive into SECURE 2.0 where we will discuss some of the many nuances to SECURE 2.0 including an overview of what’s new and strategies for how to best support our clients in light of current legislation and guidance.
Daniel Montoya | Heritage Trust
Tales from the (Fiduciary) Crypt – True Stories of a Corporate Trustee
With over 20 years of experience as a corporate Trustee, Daniel Montoya will speak about the nuances and best practices of stewarding trusts for New Mexico families. He will share "Tales from the (Fiduciary) Crypt - True Stories of a Corporate Trustee." His session will touch on lessons learned from situations including a family conflict over multiple trusts and properties, and mediation in a trust dispute that ended up including multiple parties across different cases to get to settlement.
The Charitable Giving Conversation
Albuquerque Community Foundation staff will share questions that can open a charitable giving conversation with clients thinking about estate planning. They will give an overview of the topics that philanthropy professionals use to help potential donors gain an understanding of their personal giving priorities. The Foundation will also discuss information about the current landscape of nonprofit organizations, philanthropy practices, and emergent work in the local New Mexico community.
Randy Royster | President & CEO
Albuquerque Community Foundation
Juaquin Moya | Vice President of Philanthropic Advising
Albuquerque Community Foundation
Khia Griffis | Community Impact Director
Albuquerque Community Foundation
2023 Sponsors
The Annual New Mexico Estate Planning Conference is 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.
New Mexico Mutual | 5201 Balloon Fiesta Parkway
8:00 AM - 5:00 PM
Post-event networking to follow from 5:00-6:00 PM at Vara Winery & Distillery.
For more information or special inquiries, please contact Kate Leung, Donor Development Senior Associate.
Registration Information
Regular Registration - $200 (Only virtual seats left!)
- 6 educational sessions with estate planning CLE credit (Including 1 session on ethics)
- Breakfast and lunch provided for in person attendees
- Virtual or in person attendance accommodated
- Digital manual provided
- CLE credit registration provided for NM State Bar, OSI, and CFP
- 1 admission to post-event networking
Group Rate - $150
- All benefits of regular registration
- Reduced cost if purchasing 5 tickets or more at once
Networking Admission - $25 (If you are not attending the Estate Planning Conference, and want to ONLY attend the Networking event, this is your ticket)
- 1 admission to post-event networking at Vara Winery & Distillery from 5-6pm
Sponsorship - $500
- Logo included in all marketing materials from the time of sponsorship
- Logo advertised on screen at conference
- Logo and one-page advertisement available in conference materials (1 complimentary registration)
- If sponsoring firm is represented by the speaker, one complimentary registration in addition to the speaker will be offered
- Discounted registration price ($175/ticket) guaranteed for all attendees from sponsor firm
- 3 complimentary admissions to post-event networking
2023 Guest Speakers
Ken Leach | Kenneth C. Leach & Associates
Designing the Best Vehicles to Own and Manage Real Estate
This presentation will delve into the best entities to manage real estate from a business efficiency, liability and tax perspective and how holding title in a third party settled trust can result in increased asset protection.
Brad Justice | Justice Financial
Integrating Portfolio and Insurance Planning
A complete financial plan integrates both offensive and defensive strategies.   How should a portfolio be designed for a retiree? What impact does life insurance have on an investment strategy? How do longevity and balance sheets impact the decision to start drawing from Social Security? This session explores the integration of portfolio investments and insurance planning through a variety of life stages.
Cristy Carbón-Gaul | The Law Office of Cristy J. Carbón-Gaul
Estate Planning for the LGBTQ+ Community
Cristy has represented the LGBTQ+ community for over 20 years. In this presentation, we will discuss issue spotting that is particular to the LGBTQ+ community, including addressing the children of these relationships, in order to provide the protections needed in their estate plans. We will also discuss legal terms and terms of art that are used in preparing estate plans for individuals, couples and throuples in the LGBTQ+ community.
Nell Graham Sale | Pregenzer Baysinger Wideman & Sale PC
Ethical Issues Involved in Representing a Fiduciary
Does representing a fiduciary in New Mexico mean that you the attorney have ethical duties not only to your client but to those for whom your client is the fiduciary? Nell Graham Sale, an experienced presenter and attorney, will answer this question and speak about the ethical responsibilities and considerations when representing a fiduciary. The session will use a hypothetical case study to examine the nuances and requirements of the attorney's duty.
Madison Jones | Rodey, Dickason, Sloan, Akin, & Robb, P.A.
The Corporate Transparency Act and SECURE 2.0: Applications for Advisors
Are you aware of the Corporate Transparency Act? Threatening penalties of both significant fines and imprisonment of up to two years, the CTA has already changed the corporate and estate planning landscape for attorneys and professional advisors alike. In this session, we will not only review the fundamentals of the CTA, but will discuss how we as advisors can best support our clients and communities as well as protect our practices. Estate planning attorneys and professional advisors will also benefit from taking a deeper dive into SECURE 2.0 where we will discuss some of the many nuances to SECURE 2.0 including an overview of what’s new and strategies for how to best support our clients in light of current legislation and guidance.
Daniel Montoya | Heritage Trust
Tales from the (Fiduciary) Crypt – True Stories of a Corporate Trustee
With over 20 years of experience as a corporate Trustee, Daniel Montoya will speak about the nuances and best practices of stewarding trusts for New Mexico families. He will share "Tales from the (Fiduciary) Crypt - True Stories of a Corporate Trustee." His session will touch on lessons learned from situations including a family conflict over multiple trusts and properties, and mediation in a trust dispute that ended up including multiple parties across different cases to get to settlement.
The Charitable Giving Conversation
With over 20 years of experience as a corporate Trustee, Daniel Montoya will speak about the nuances and best practices of stewarding trusts for New Mexico families. He will share "Tales from the (Fiduciary) Crypt - True Stories of a Corporate Trustee." His session will touch on lessons learned from situations including a family conflict over multiple trusts and properties, and mediation in a trust dispute that ended up including multiple parties across different cases to get to settlement.
Randy Royster | President & CEO
Albuquerque Community Foundation
Juaquin Moya | Vice President of Philanthropic Advising
Albuquerque Community Foundation
Khia Griffis | Community Impact Director
Albuquerque Community Foundation
2023 Sponsors