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

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

For more information or special inquiries, please contact Kate Leung, Donor Development Senior Associate.

Registration Information

Regular Registration - $200

  • 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

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
REGISTER

2023 Guest Speakers

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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.

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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.

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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.

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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.

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Madison Jones | Rodey, Dickason, Sloan, Akin, & Robb, P.A.

SECURE 2.0: Applications for Advisors

Estate planning attorneys and professional advisors alike will benefit from taking a deeper dive into the SECURE 2.0 which addresses questions regarding required minimum distributions, certain eligible designated beneficiaries, and trusts.  There are many nuances to the SECURE 2.0 and this seminar will give estate planning attorneys and professional advisors an overview of what’s new and some strategies for how to best support our clients in light of the new legislation and guidance.

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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.

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Randy Royster | President & CEO

Albuquerque Community Foundation

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Juaquin Moya | Vice President of Philanthropic Advising

Albuquerque Community Foundation

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Khia Griffis | Community Impact Director

Albuquerque Community Foundation

2023 Sponsors

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New Mexico Estate Planning Conference February 25

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 - 4:45 PM

For more information or special inquiries, please contact Kate Leung, Donor Development Senior Associate.

Registration Information

Regular Registration - $200

  • 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

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
REGISTER

2023 Guest Speakers

Image

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.

Image

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.

Image

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.

Image

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.

Image

Madison Jones | Rodey, Dickason, Sloan, Akin, & Robb, P.A.

SECURE 2.0: Applications for Advisors

Estate planning attorneys and professional advisors alike will benefit from taking a deeper dive into the SECURE 2.0 which addresses questions regarding required minimum distributions, certain eligible designated beneficiaries, and trusts.  There are many nuances to the SECURE 2.0 and this seminar will give estate planning attorneys and professional advisors an overview of what’s new and some strategies for how to best support our clients in light of the new legislation and guidance.

Image

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.

Image

Randy Royster | President & CEO

Albuquerque Community Foundation

Image

Juaquin Moya | Vice President of Philanthropic Advising

Albuquerque Community Foundation

Image

Khia Griffis | Community Impact Director

Albuquerque Community Foundation

2023 Sponsors

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