Can you see yourself providing the latest estate planning advice to your clients? It’s time to take a look at your calendar for this year’s Estate Planning Institute, with a fresh focus on staying up to date on the newest rules and tax legislation that can affect solid estate planning. Envision a panel of leading experts and financial professionals that can help you formulate strategies to protect your clients’ assets, and take away planning materials to glance at later in your office. Seeing is believing, so plan on attending this year’s Estate Planning Institute!
Click here to register, sponsor, or donate to this year’s EPI!
Who Should Attend
This informative Institute will benefit attorneys, accountants, bankers, investment advisers, estate planning and tax practitioners, financial planners, and anyone interested in learning more about effective estate planning for their clients. Seating is limited, so reserve your space TODAY!
There are no qualifications or prerequisites to participate in and benefit from this program.
Hotel Encanto de Las Cruces
We are excited to host our 27th Annual Estate Planning Institute again at Hotel Encanto de Las Cruces. With a central location in the city, magnificent views, elegant pool area and outstanding amenities this hotel allows attendees to unwind during the Institute. Through our continued partnership we are able to offer a discounted rate of $103.00 (before taxes) per night for attendees on both Wednesday, November 13th and Thursday, November 14th nights during the event.
The last day to book your stay at this exclusive rate will be Wednesday, October 16th.
Call (575) 522-4300 and mention “Estate Planning” to a Hotel Encanto team member to lock in this specialized rate.
Click HERE to book on our exclusive web-page. If you experience any technical difficulties please call the hotel number listed above.
Click below for Google Map directions on how get to Hotel Encanto de Las Cruces, which is located at:
705 South Telshor Blvd., Las Cruces, NM 88011
View of Hotel Encanto de Las Cruces Pool courtesy of hotelencanto.com
The registration rates listed below vary for the time of the registrant’s payment. Each registrant will receive one reserved spot to attend our Estate Planning Institute for both days and includes an electronic PDF file of the 2019 Speaker Manual. If you would like to have a printed copy of the 2019 Speaker Manual it will be an additional $30.00 per manual. Registrants interested in the printed version must reserve their copy either by noting this request at the time of registration or by contacting a Community Foundation team member by Friday, October 18th.
Include printed speaker manual: $405.00
Tuesday, April 30th – Monday, September 30th
**NO LONGER OFFERED**
Include printed speaker manual: $480.00
Tuesday, October 1st – Wednesday, November 13th
**Only 5 registration spots left**
*A printed speaker manual will only be offered after the event for walk-in registrants*
Include printed speaker manual: $505.00
Thursday and Friday, November 14th and 15th
**Might not be available if we are sold out prior to event**
The Community Foundation of Southern New Mexico accepts card and check payments. Credit or debit card payments can be made online, through the phone, or by coming into our CFSNM office location. Check payments need to be made out to “The Community Foundation of Southern New Mexico” and should be either dropped-off or mailed-in to our CFSNM office location. Our office location address is as follows:
2600 El Paseo Road
Las Cruces, NM 88001
Payments can be made online with a credit card by clicking the link located at the top of this page, or through the link directly below.
Click here to register, sponsor, or donate to this year’s EPI!
If you will be attending on behalf of a business and they will need to be billed an invoice please email our Special Events Coordinator, Alexia, at email@example.com or call our office number listed below.
Call 575-521-4794 to pay over the phone with a CFSNM team member.
Click Here for the 2019 EPI Speaker Reference Manual Electronic PDF
William “Bill” Brady, CFA– Senior Vice President & Director of Investments
WestStar Wealth Management
Presentation Topic: Risk–Keeping Your Eye on the Ball…and Knowing When to Look Away
For nearly 20 years Bill has served as a fiduciary portfolio manager and investment consultant assisting a wide variety of investors and organizations address many unique and challenging financial circumstances. He has helped structure customized investment solutions for high net worth individuals and institutional entities including foundations, endowments, Native American tribes, fraternal organizations, Taft-Hartley and ERISA plans. Prior to joining WestStar in 2013, Bill was Director of Research for an independent institutional investment consulting firm serving non-profit clients around the country and a Portfolio Manager for Wells Fargo’s Private Bank. Bill earned both his Bachelor’s and Master’s degrees in Finance from New Mexico State University, graduating with honors. While pursuing his degree he served as an analyst for the Zia Fund and helped teach graduate-level financial technology course at the University. Bill holds the Charted Financial Analyst® designation and is a member of the CFA Society of New Mexico. Bill is also a Board Member of the El Paso Estate Planning Council.
Brad Beasley, CPA, CGMA- Partner
Beasley, Mitchell & Co. – Certified Public Accountants
Presentation Topic: Changing Climates for Your Clients
Brad Beasley earned his Bachelor of Accountancy from the University of Nevada – Las Vegas in 2000. Brad worked in Internal Audit and SEC compliance while working the in gaming industry for Harrah’s Entertainment (now Caesars’ Entertainment). Brad has been with Beasley, Mitchell & Co. since 2004, and a partner since 2008. At Beasley, Mitchell & Co., Brad manages the Audit and Assurance practice and provides accounting and tax services to a broad range of clients with concentration in commercial and residential construction, the transportation industry, and franchise operations. Brad has been active in several community and civic organizations as well as serving as Chairman of the Board of the New Mexico Society of Certified Public Accountants, President of the Dona Ana Chapter of CPA’s, President of the Las Cruces Rio Grande Rotary Club and Treasurer of Rotary District 5520, Secretary of the Mesilla Valley Hospice Foundation, and the AICPA Council representative for New Mexico. Brad is a member of the Audit Committee of NMSU, a member of the Emerging Leaders Council of the Federal Reserve Bank of Dallas, and serves on the AICPA Assurance Services Executive Committee. Brad is currently serving as an advisor to the NMSU president on Athletic Department operations.
Gifford “Gif” Davis, CIMA– Vice President & Senior Portfolio Manager
U.S. Bank Wealth Management
Presentation Topic: Market Update
Gif has been serving clients in the financial services industry for more than 20 years. As a Portfolio Manager, he oversees the implementation and management of your asset in a fiduciary fashion. Gif joined U.S. Bank Wealth Management Group in 2013. Prior to his current position with U.S. Bank, and for over the last 15 years, he was a Portfolio Manger with two different financial Institutions. A New Mexico native, Gif earned a Bachelor’s degree in Business Administration from New Mexico State University. He holds the Certified Investment Management Analyst (CIMA) designation. Mr. Davis is a past board member of the Juvenile Diabetes Research Foundation and currently sits on the board of trustees for the Dominican Ecclesial Institute (D+E+I) and the Catholic Foundation, and is a member of the New Mexico and Santa Fe Estate Planning Councils.
When not at work, Gift enjoys spending time with his friends and family. He loves to travel, spend time outdoors and going to church.
Pete Davis– President
Davis Capital Investment Ideas
Presentation Topic: Washington Update
Pete advises Wall Street money managers on Washington policy developments that affect the financial markets. President of his own consulting firm since 1992, Davis Capital Investment Ideas, Pete draws on 11 years of experience as a Capitol Hill economist with the Joint Committee on Taxation (1974-1981), the Senate Budget Committee (1981-1983), and Senator Robert C. Byrd (1992). He worked in the House and Senate, and for Republicans and Democrats. Pete brought the first computer policy model, the Treasury Individual Income Tax Model, to Capitol Hill in early 1974, when he became a revenue estimator on the Joint Committee on Taxation. He formulated the 1975 rebate, the earned income tax credit, the 1976 estate tax rates, the 1978 marginal tax rates, and the Roth-Kemp tax cut. He left Capitol Hill in 1983 for the Washington Research Office of Prudential-Bache Securities, where he advised investors for seven years.
Dale Dekker, AIA, AICP- Founding Principal and Architect
Presentation Topic: Is New Mexico at a Tipping Point?Challenges and Opportunities
Dale is the original founder of Dekker/Perich/Sabatini and since then has extensive experience in architecture and planning projects that are socially, economically, and environmentally sustainable. Dale’s contributions to architecture include high tech, one-of-a-kind research facilities for Sandia National Labs, award-winning school designs across the Southwest, and large-scale master planning projects, such as the UNM Master Plan. Update.Raised in Albuquerque, Dale has become heavily involved in enhancing the quality of life in his community by participating as a volunteer on a variety of boards and commissions. Dale is a member of the Economic Forum, the Executive Committee of Albuquerque Economic Development (AED), Board Member and Past Chair of NAIOP, Past-District Council Chair of the Urban Land Institute (ULI), and was appointed by Governor Susana Martinez to the Construction Industries Commission and the State of New Mexico Workforce Solutions Development Board. Dale also serves on a variety of non-profit boards, including the Albuquerque Public Schools Foundation and the Central New Mexico Community College Foundation. As an experienced architect and planner, Dale is committed to building a better state and community. He is currently leading an effort for the Greater Albuquerque Chamber of Commerce, called the 2065 Plan that is intended to take a long range look at what the city and region might look like 50 years from today.
Margaret “Peggy” Graham- Of Counsel and Special Needs Attorney
Pregenzer, Baysinger, Wideman & Sale
Presentation Topic: Special Needs Planning, Medicaid and ABLE Accounts
Peggy began her career in Topeka, Kansas where she practiced for 15 years before returning to Albuquerque. While practicing in Kansas, Peggy tried many cases to a jury verdict while an Assistant Attorney General, represented the State in numerous child and adult abuse cases, established guardianships and conservatorships for hundreds of vulnerable adults, represented the State in Medicaid and welfare benefits appeals, and served as an Administrative Law Judge for seven years where she presided over hearings for state agencies, boards and commissions, including Kansas Department of Social and Rehabilitation Services, the Kansas Board of Pharmacy, the Kansas Department of Health and Environment, the Kansas Human Rights Commission, and the Kansas Department of Labor. Upon moving back to Albuquerque with her family in 2009, Peggy has focused her practice on elder law, specifically in representing individuals and families in the appointment of guardians and conservators for the elderly or disabled as both the petitioning attorney and Guardian ad Litem, estate planning, probate, and fiduciary litigation. Peggy has tried cases in both state and federal court, and has represented clients before administrative bodies, including the Social Security Administration and New Mexico Human Services Department. Peggy has a unique perspective on the representation of families who have members with developmental disabilities and special needs as she is the mother of a special needs child.
Nell Graham Sale- Of Counsel and Attorney
Pregenzer, Baysinger, Wideman & Sale
Presentation Topic: How to Talk to Your Clients About Making Planned, Legacy, or Charitable Gifts (*Ethics & Professionalism Credit)
Nell Graham Sale is Of Counsel with the law firm of Pregenzer, Baysinger, Wideman & Sale in Albuquerque, New Mexico. She is admitted to practice law in New Mexico, Delaware, Pennsylvania, U. S. Tax Court and the U. S. Supreme Court. Nell is celebrating her 10 year anniversary of having her AV Preeminent® rating from LexisNexis Martindale-Hubbell. She has been repeatedly selected for inclusion by her peers in Best Lawyer in America®, and has been selected for inclusion in Super Lawyers for many consecutive years. Nell was named Best Lawyers 2017 Elder Law “Lawyer of the Year” in Albuquerque. Nell is a Certified Elder Lawyer as designated by the National Foundation for Elder Law. She is a former board member of the Special Needs Alliance, a national network of disability trust lawyers. Nell is a fellow in the American College of Trust and Estate Counsel. She received the 2012 award from the Albuquerque Community Foundation for Excellence in Charitable Gift Planning. She also received the 2012 CLE Pinnacle award from the New Mexico Bar Association, obtaining the highest ratings for speaking at CLE programs. Nell’s law practice concentrates on taxation, estate planning, estate administration, business succession, disability planning, and elder law. During law school, Nell garnered six American Jurisprudence awards and served as a Wolcott Fellow law clerk for the late Chief Justice Andrew D. Christie of the Delaware Supreme Court. When she is not working or serving the community, Nell is an avid tennis player.
Gwendolyn “Gwen” Lacy, Esq.– Attorney
Advocacy Matters, LLC
Presentation Topic: The Benefits for Landowners in Creating a Legacy through Land Conservation
Gwen is an experienced attorney, consultant and mediator with a demonstrated history of working on land conservation and sustainability issues. Clients include private landowners, farmers, ranchers, non-profit organizations, and governmental entities. She is skilled in Conservation Transactions, Natural Resources, Historic Preservation, Advocacy, Lobbying, Mediation, Conservation Finance, Land and Water Rights and Estate Planning. Gwen concentrates her practice on important quality of life issues and forging alliances for an economically viable land ethic. Assisting clients in creating their legacy for future generations is both her passion and her purpose. Founding Director of The Land Conservancy for Southern Chester County and Founding Member and Principle of Advocacy Matters, LLC.
Kenneth “Ken” Leach- Attorney
Kenneth C. Leach & Associates, P.C
Presentation Topic: Estate Planning in 2019
Ken has his own estate planning practice with offices located in Albuquerque and Farmington, New Mexico. He is a Fellow of the American College of Trust and Estate Counsel and listed in the Martindale-Hubbell’s Bar Register of Preeminent Lawyers. Ken is currently a member of the Estate Planning, Trusts, & Probate Law Specialty Committee of The New Mexico Board of Legal Specialization. He has been selected for 21 consecutive years (1996-2017) for listing in the prestigious “The Best Lawyers in America” publication (Trust & Estates section). Ken received the “Excellence in Charitable Gift Planning Award” for 2006, awarded by the Albuquerque Community Foundation and was selected as Community Foundation of Southern New Mexico’s “Advisor of the Year” for 2013.
Robert “Bob” Rosepink – Attorney
Rosepink Law, PLLC
Presentation Topic: Irrevocable Trust Toolbox – NJSAs, Judicial Modification and Reformation, and Decanting, and Potential Income and GST Tax Consequences.
Robert J. Rosepink has practiced law in Phoenix/Scottsdale, Arizona, for 40+ years and is a nationally recognized expert in the areas of estate planning, probate and trust law, and transfer taxation. Bob was previously a partner in two large Phoenix law firms, then senior partner of Rosepink & Estes, P.L.L.C., for 20 years. He has practiced by himself since 2012. He is a former Chair of the State Bar of Arizona Section of Real Property, Probate and Trust Law. He is a Fellow and Past President of the American College of Trust and Estate Counsel, a non-profit organization which numbers more than 2,600 preeminent trust and estate lawyers across the U.S. and internationally. He is also a former Fellow of the American College of Tax Counsel and a former Academician of the International Academy of Estate and Trust law. Bob is one of only three attorneys in Arizona honored to have been elected to those three professional organizations. Bob has spoken widely throughout the country and has published numerous articles in legal and financial journals during his career. Bob holds a B.A. degree from Amherst College, magna cum laude and Phi Beta Kappa, and a J.D. degree from The George Washington University. He has served on the boards of numerous charities in the Phoenix/Scottsdale area, including Scottsdale Healthcare Corporation (now Honor Health), Scottsdale Healthcare Foundation, The Phoenix Symphony Association, and the Arizona Community Foundation. He continues to appear in Best Lawyers in America.
Lauren Serrano- Associate Attorney
ScottHulse Attorneys at Law
Presentation Topic: Ancillary Probate
Ms. Serrano assists clients in creating an estate plan that is tailored to each individual’s unique needs and familial situations, whether the planning is for large estates or modest estates. Ms. Serrano’s estate planning practice includes the preparation of Wills, Living Trusts, Irrevocable Trusts, and incapacity planning documents such as Durable and Medical Powers of Attorney, Directives to Physicians and Family or Surrogates (“Living Will”), and Declarations of Guardian. She also prepares Marital Agreements as part of her estate planning and asset protection practice, which help married couples more easily manage and plan for separate assets. Ms. Serrano has successfully helped clients avoid the probate process through creative plans and the creation and funding of Living Trusts. Through careful planning, Ms. Serrano also helps clients and their estates avoid or minimize the payment of estate taxes, thereby preserving the ultimate inheritance that will be received by estate beneficiaries. Ms. Serrano helps clients navigate through the probate and estate administration process following the death of a loved one. Her practice also includes advising creditors in estate proceedings,representing beneficiaries and heirs with respect to their rights in the administration process, and advising executors and trustees regarding their legal obligations in accordance with the law. She also advises clients who are dealing with the incapacity of a loved one, and guides them through the guardianship process for incapacitated individuals.
William D. Slease- Chief Disciplinary Counsel
Disciplinary Board of the New Mexico Supreme Court
Presentation Topic: Civility and Professionalism (*Ethics & Professionalism Credit)
William is Chief Disciplinary Counsel for the New Mexico Supreme Court Disciplinary Board. In addition to his duties as Chief Disciplinary Counsel, he serves as an adjunct professor at the University of New Mexico School of Law where he has taught ethics, trial practice skills, and employment law. He also chairs the Supreme Court of the State of New Mexico’s Proactive Attorney Regulation Committee, the Court’s Lawyer’s Succession and Transition Committee and serves on the State Bar of New Mexico Professionalism Commission which is responsible for operating and administering the “Bridge the Gap: Transitioning Into the Profession Program” for new lawyers in New Mexico. He is a member and a Past President of the National Organization of Bar Counsel, and a member and a Co-Chair of the National Task Force on Lawyer Well-Being.
Stephanie Townsend-Allala- Associate Attorney
The Law Offices of Townsend Allala Coulter & Kludt
Presentation Topic: Jimmo, Medicare Discharges and Self-Care
Stephanie is a veteran journalist and El Paso Elder law attorney. After two decades in radio, television, and newspaper, she took her advocacy in a different direction- helping the disenfranchised. Ms. Townsend Allala graduated from the University of Texas School of Law at Austin, where she was the Ray and Kay Bailey Hutchison Scholarship recipient. She was also Outstanding Graduate in Broadcasting at University of Texas at El Paso. She devotes her life to public service, and has served as the President and or Director of all of the following organizations: The El Paso Women’s Bar Association, El Paso Women’s Bar Auxiliary, El Paso Bar Association, El Paso Press Club, El Paso Hispanic Chamber of Commerce, El Paso Association of Hispanic Journalists, and CASA of El Paso. She also spent four years as a Director on the Board of Nazareth Care Facility, a non-profit charitable skilled nursing facility. It was her work on the Board of Directors for Nazareth that helped her to understand the difficulties in placement of certain individuals with special capacity issues. For example, many times persons with advanced dementia, schizophrenia and chronic psychosis find themselves suddenly homeless, because there are few facilities capable of caring for people with advanced dementia and mental illness. Ms. Townsend Allala helps these families find permanent homes for their loved ones.