Annual New Mexico Estate Planning Conference
About Us
Annual New Mexico Estate Planning Conference
About Us
About Us
Annual New Mexico Estate Planning Conference

SAVE THE DATE: Friday, March 3, 2023
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.
For more information or to be a 2023 sponsor or presenter, please email Kate.
2022 Guest Speakers

Nell Graham Sale, Of Counsel
Pregenzer, Baysinger, Wideman & Sale, PCNot By The Hair of My Chinny Chin Chin: Ethical Issues in Joint Representation

Kenneth C. Leach, Attorney
Kenneth C. Leach & AssociatesSLATs, & Why You Should Consider Using One!

Sara Traub, Attorney
Pregenzer, Baysinger, Wideman & Sale, PC2022 Special Needs Planning Update

Alan Gluth, Attorney
Gluth LawComprehensive Planning in a Non-Tax Environment

Gregory Mackenzie, Attorney
Hurley, Toevs, Styles, Hamblin & Panter, PASupervising the Delegated Relationship Panel
Panelists: Nicole Cardenas, Theresa DeMenge & Kelly McDonough

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

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

Kelly McDonough
Vice President & Trust Manager
BOK Financial, Advisor Trust Services
Philanthropic Impact & Local Needs



Randy Royster, President & CEO, Marisa Magallanez, Vice President of Strategy & Equity, and Juaquin Moya, Vice President of Philanthropic Advising
Albuquerque Community FoundationSponsored by:







SAVE THE DATE: Friday, March 3, 2023
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.
For more information or to be a 2023 sponsor or presenter, please email Kate.
2022 Guest Speakers

Nell Graham Sale, Of Counsel
Pregenzer, Baysinger, Wideman & Sale, PCNot By The Hair of My Chinny Chin Chin: Ethical Issues in Joint Representation

Kenneth C. Leach, Attorney
Kenneth C. Leach & AssociatesSLATs, & Why You Should Consider Using One!

Sara Traub, Attorney
Pregenzer, Baysinger, Wideman & Sale, PC2022 Special Needs Planning Update

Alan Gluth, Attorney
Gluth LawComprehensive Planning in a Non-Tax Environment

Gregory Mackenzie, Attorney
Hurley, Toevs, Styles, Hamblin & Panter, PASupervising the Delegated Relationship Panel
Panelists: Nicole Cardenas, Theresa DeMenge & Kelly McDonough

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

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

Kelly McDonough
Vice President & Trust Manager
Wealth Advisor
BOK Financial, Advisor Trust Services
Philanthropic Impact & Local Needs

Randy Royster, President & CEO
Albuquerque Community Foundation
Marisa Magallanez, Vice President of Strategy & Equity
Albuquerque Community Foundation
Juaquin Moya, Vice President of Philanthropic Advising
Albuquerque Community FoundationSponsored by:





