2011 ESTATE PLANNING INSTITUTE |
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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.
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To download a registration form, click here.
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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" |
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David Hassler Attorney Scott Hulse PC, El Paso
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• "International Issues in Estate Planning" |
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Nell Sale Attorney Pregenzer, Baysinger, Wideman & Sale, Albuquerque
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• "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" |
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Alan Gluth Attorney Gluth Law LLC, Las Cruces
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• "Comprehensive Planning in a Non-Tax Environment" |
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Ken Leach Attorney Kenneth C. Leach & Assoc., Albuquerque
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• "Estate Planning in 2011 and 2012 under the 2010 Tax Relief Act" |
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Marcy Baysinger Attorney Pregenzer, Baysinger, Wideman & Sale, Albuquerque
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• "Estate Planning Issues in Marriage" |
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Joanna Reiver Attorney Potter Anderson & Coroon, Delaware
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• "Facing the Inevitable: Professionalism and Ethics lssues in Estate Planning" |
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Eric Darnell Attorney Eric Darnell Law, El Paso
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• "Update on the Unauthorized Practice of Law" |