Annual New Mexico Estate Planning Conference

About Us

Annual New Mexico Estate Planning Conference

About Us

About Us

Annual New Mexico Estate Planning Conference

New Mexico Estate Planning Conference February 25

2023 date coming soon! 

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.

Professional accreditation will be available.

2022 Guest Speakers

Nell Graham Sale headshot

Nell Graham Sale, Of Counsel

Pregenzer, Baysinger, Wideman & Sale, PC

Not By The Hair of My Chinny Chin Chin: Ethical Issues in Joint Representation

This presentation will address the many ethical issues faced by lawyers when we take on representation of more than one client at the same time. The most common form of this is representing couples in their estate planning, but other forms include representing several beneficiaries of a trust or estate, groups of siblings, business partners or even members of a class.
Kenneth C. Leach headshot

Kenneth C. Leach, Attorney

Kenneth C. Leach & Associates

SLATs, & Why You Should Consider Using One!

A discussion of recent changes and legislative action on the tax laws and how they affect estate planning.
Sara Traub  headshot

Sara Traub, Attorney

Pregenzer, Baysinger, Wideman & Sale, PC

2022 Special Needs Planning Update

This session will review special needs planning basics, special tools and new developments.
Sara Traub  headshot

Alan Gluth, Attorney

Gluth Law

Comprehensive Planning in a Non-Tax Environment

The presentation will cover all ancillary document matters, including durable powers of attorney, advance health-care directives, nomination of guardians and conservators, HIPAA, DNRs, anatomical gifts, burial/cremation planning, pet planning, and the new End-of-Life Options Act.
Gregory Mackenzie headshot

Gregory Mackenzie, Attorney

Hurley, Toevs, Styles, Hamblin & Panter, PA

Supervising the Delegated Relationship Panel
Panelists: Nicole Cardenas, Theresa DeMenge & Kelly McDonough

A discussion of fiduciary responsibility when it comes to delegated trust functions, including investment advisement, legal work, and property management. An overview of the UTC and case law interpreting the statute that governs delegation by the trustee will be provided followed by a discussion by the panelists as to their experiences supervising delegated functions, examples of good and bad outcomes and best practices.
Nicole Cardenas headshot

Nicole Cardenas
Assistant Vice President, Wealth Advisor
New Mexico Bank & Trust

Teresa DeMenge Headshot

Teresa DeMenge
Vice President & Senior Trust Officer
Zia Trust, Inc.

Kelly McDonough Headshot

Kelly McDonough
Vice President & Trust Manager
BOK Financial, Advisor Trust Services


Philanthropic Impact & Local Needs

Updates on the national and local philanthropic landscape, and information for professional advisors on how to engage with clients about philanthropy.

Randy Royster headshot
Marisa Magallanez headshot
Juaquin Moya headshot

Randy Royster, President & CEO, Marisa Magallanez, Vice President of Strategy & Equity, and Juaquin Moya, Vice President of Philanthropic Advising

Albuquerque Community Foundation

Sponsored by:

Albuquerque Museum Logo
Empire Trust logo
Nusenda Logo
Nusenda Logo
Pregenzer, Baysinger, Wideman and Sale Logo
Nusenda Logo
New Mexico Estate Planning Conference February 25

2023 date coming soon!

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.

Professional accreditation will be available.

2022 Guest Speakers

Nell Graham Sale headshot

Nell Graham Sale, Of Counsel

Pregenzer, Baysinger, Wideman & Sale, PC

Not By The Hair of My Chinny Chin Chin: Ethical Issues in Joint Representation

This presentation will address the many ethical issues faced by lawyers when we take on representation of more than one client at the same time. The most common form of this is representing couples in their estate planning, but other forms include representing several beneficiaries of a trust or estate, groups of siblings, business partners or even members of a class.
Kenneth C. Leach headshot

Kenneth C. Leach, Attorney

Kenneth C. Leach & Associates

SLATs, & Why You Should Consider Using One!

A discussion of recent changes and legislative action on the tax laws and how they affect estate planning.
Sara Traub headshot

Sara Traub, Attorney

Pregenzer, Baysinger, Wideman & Sale, PC

2022 Special Needs Planning Update

This session will review special needs planning basics, special tools and new developments.
Sara Traub  headshot

Alan Gluth, Attorney

Gluth Law

Comprehensive Planning in a Non-Tax Environment

The presentation will cover all ancillary document matters, including durable powers of attorney, advance health-care directives, nomination of guardians and conservators, HIPAA, DNRs, anatomical gifts, burial/cremation planning, pet planning, and the new End-of-Life Options Act.
Gregory Mackenzie headshot

Gregory Mackenzie, Attorney

Hurley, Toevs, Styles, Hamblin & Panter, PA

Supervising the Delegated Relationship Panel
Panelists: Nicole Cardenas, Theresa DeMenge & Kelly McDonough

A discussion of fiduciary responsibility when it comes to delegated trust functions, including investment advisement, legal work, and property management. An overview of the UTC and case law interpreting the statute that governs delegation by the trustee will be provided followed by a discussion by the panelists as to their experiences supervising delegated functions, examples of good and bad outcomes and best practices.
Nicole Cardenas headshot

Nicole Cardenas
Assistant Vice President
Wealth Advisor
New Mexico Bank & Trust

Teresa DeMenge Headshot

Teresa DeMenge
Vice President & Senior Trust Officer
Zia Trust, Inc.

Image

Kelly McDonough
Vice President & Trust Manager
Wealth Advisor
BOK Financial, Advisor Trust Services


Philanthropic Impact & Local Needs

Updates on the national and local philanthropic landscape, and information for professional advisors on how to engage with clients about philanthropy.
Sara Traub headshot

Randy Royster, President & CEO

Albuquerque Community Foundation
Sara Traub headshot

Marisa Magallanez, Vice President of Strategy & Equity

Albuquerque Community Foundation
Sara Traub headshot

Juaquin Moya, Vice President of Philanthropic Advising

Albuquerque Community Foundation

Sponsored by:

Albuquerque Museum Logo
Empire Trust logo
Nusenda Logo
Merrill Bank of America Logo
Pregenzer, Baysinger, Wideman & Sale Logo
Kennth C. Leach Logo