Community Foundation of Southern New Mexico Community Foundation of Southern New Mexico

2011 ESTATE PLANNING INSTITUTE

We held our popular
19th Annual Estate Planning Institute
Thursday & Friday, Nov 3rd and 4th, 2011 at the Hotel Encanto, Las Cruces

Click here to download the brochure.
(to return to this page, press the back button)

To download a registration form, click here.
(to return to this page, press the back button after printing out the form)
You can mail your registration to: CFSNM, 301 S Church St  Ste H, Las Cruces, NM  88001 or fax it to 575-521-7325.  As well, you can simply phone in to register:  575-521-4794.

This timely Institute will benefit attorneys, accountants, financial planners, trust officers, investment advisors, estate planning and tax practitioners, life underwriters and anyone interested in learning more about effective estate planning for their clients.

This program provides continuing professional education credits.  It is designed to qualify in New Mexico and Texas for Attorneys, CPAs, and CFPs, and Arizona Attorneys for up to:
•  12 MCLE credits including one hour of Ethics and one hour of Professionalism
•  14.4 continuing education credits based on a 50-minute hour
•  12 continuing eduaiton credits based on a 60-minute hour


Here are the presenters and topics (to view the schedule for the speaker's presentations, click on the "brochure" above):

Tom Popejoy  
Recently Retired as Vice President New Mexico Bank & Trust, Albuquerque       
•  "Update of Trust Cases and Current Fiduciary Liability Issues"

David Hassler
Attorney
Scott Hulse PC, El Paso    

•  "International Issues in Estate Planning"

Nell Sale
Attorney
Pregenzer, Baysinger, Wideman & Sale, Albuquerque 

 •  "Making Gifts in 2011"
George Weir
Recently Retired as Senior Vice President
First Hawaiian Bank Trust Division,  Honolulu
•  "Drafting Tips That Will (Hopefully) Ensure Trouble-Free Trust Administration or How To Keep Your Deceased Client From Coming Back to Haunt You."
Glenn Davis
Attorney
Scott Hulse PC, Las Cruces
•  "Business Succession Planning:  How to do it Right"
Grace Allison
Vice President and Tax Strategist
Northern Trust, Chicago
•  "Eye of the Storm: Wealth Transfer and Income Tax Developments in 2011"
Vickie Wilcox
Attorney
Wilcox Law Firm, Albuquerque
•  "Beneficiary Designations for Qualified Plans"

Alan Gluth
Attorney
Gluth Law LLC, Las Cruces

 •  "Comprehensive Planning in a Non-Tax Environment"

 Ken Leach
Attorney
Kenneth C. Leach & Assoc., Albuquerque

 •  "Estate Planning in 2011 and 2012 under the 2010 Tax Relief Act"

Marcy Baysinger
Attorney
Pregenzer, Baysinger, Wideman & Sale, Albuquerque 

 •  "Estate Planning Issues in Marriage"

Joanna Reiver
Attorney
Potter Anderson & Coroon, Delaware

 •  "Facing the Inevitable:  Professionalism and Ethics lssues in Estate Planning"

Eric Darnell
Attorney
Eric Darnell Law, El Paso

•  "Update on the Unauthorized Practice of Law"

 

Donor Gift Calculator