2022 Estate Planning Institute

The world is your oyster, and the Estate Planning Institute is the pearl for understanding the latest changes in estate planning and news. For 30 years, the Institute has featured leading experts and financial professionals that provide valuable gems of knowledge about new rules and tax legislation. Whether you choose to attend in person or online, you’ll leave with all the pearls of wisdom you can imagine!

 

Click here to register, sponsor, or donate to this year’s EPI!

 

Being held at our NEW PERMANENT LOCATION:
2640 El Paseo Rd., Las Cruces, NM.

 

Spread the Word!

The Estate Planning Institute is designed for attorneys, accountants, bankers, investment advisors, estate planning and tax practitioners, financial planners, and anyone that needs to provide effective estate planning for their clients. Reserve your space TODAY!

There are no qualifications or prerequisites to participate in and benefit from this program.

 

Continuing Professional Education Credits

This program will be submitted to qualify in New Mexico and Texas for up to:

15.6 continuing education credits based on a 50-minute hour
13 continuing education credits based on a 60-minute hour
2 MCLE credits of Ethics/Professionalism

 

Registration Rates

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 2022 Speaker Manual. If you would like to have a printed copy of the 2022 Speaker Manual it will be an additional $40.00 per manual.

 

In-Person: $350
Online: $200
Includes PDF of speaker manual

Rate after October 7, 2022 is $400 for in-person

 

Payment Information

The Community Foundation of Southern New Mexico accepts credit card and check payments.  Credit or debit card payments can be made online, or through the phone. Check payments need to be made out to “The Community Foundation of Southern New Mexico” and should be mailed-in to our CFSNM office location. Our office location address is as follows:

2640 El Paseo Road

Las Cruces, NM 88001

 

Online Payment

Payments can be made online with a credit card by clicking the link directly below.

Pay Online

 

Company Invoice

If you will be attending on behalf of a business and they will need to be billed an invoice please email info@cfsnm.org or call our office number listed below.

 

Phone Payment

Call 575-521-4794 to pay over the phone with a CFSNM team member.

 

Cancellation Policy

You may cancel by October 29th with a $25 cancellation fee;$100 thereafter.

 

Testimonial

“This is the two-day event I look forward to every year! The Estate Planning Institute offers many experienced, professional speakers that are wellversed in a wide range of subjects that help me keep up-to-date in my field. It’s also great to have an opportunity to network with other professionals in law, accounting, and finance and better understand their experiences. It’s very worthwhile, educational, and fun too!”

Bridget L. Mullins, Attorney — Pregenzer, Baysinger, Wideman & Sale PC

 

 

 

 

Schedule:

 

 

 

 

Speakers:

 

Gregory E. Martin

Gregory E. Martin is a member of the firm’s Estate Planning and Probate Section. He is board-certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization and is licensed to practice law in Texas and New Mexico.

Gregory’s practice focuses primarily on estate planning, probate, and entity formation and governance (for-profit and non-profit) in Texas and New Mexico.

 

Gifford Davis, CIMA – Vice President & Senior Portfolio Manager

U.S. Bank Wealth Management 

As a Portfolio Manager, Gifford delivers investment services to help clients work toward their goals. Gifford uses his experience to establish an integrated investment approach, offering asset allocation strategies and recommendations based on short and long-term financial objectives, financial status and risk profiles.

Gifford began his career in the banking and financial services industry in 1991. His professional background includes extensive experience in portfolio construction, asset allocation and use of alternative investments with a strong focus on servicing his clients.

Gifford is an active member of his community, serving as a member of the Investments & Wealth Institute, New Mexico Estate Planning Council and as a member and co-chair of the finance committee for the Catholic Foundation, Archdiocese of Santa Fe. He has also served on the Board of Trustees for Dominican Ecclesial Institute and as a Board Member and Major Gifts Committee Chair for New Mexico Juvenile Diabetes Research Foundation.

When Gifford is not at work, he enjoys traveling and spending time with his family & friends. He is also active in his church.

 

Anne L. Taylor – Chief Disciplinary Counsel (Ethics and Professionalism MCLE)

The Disciplinary Board of the Supreme Court of New Mexico

Anne L. Taylor is Chief Disciplinary Counsel for the Office of Disciplinary Counsel of the New Mexico Supreme Court Disciplinary Board where she has worked since January 2002 as both Assistant and Deputy Disciplinary Counsel, before being appointed Chief in November 2020. She serves as the Disciplinary Counsel liaison to the New Mexico Client Protection Fund. 

Anne has a J.D. from Vanderbilt University School of Law in Nashville, Tennessee.

 

Jane Gagne – Assistant Disciplinary Counsel (Ethics and Professionalism MCLE)

The Disciplinary Board of the New Mexico Supreme Court

Jane Gagne joined the Disciplinary Board in 2011. After working years in the computer field and bicycle-racing professionally, Jane decided to change careers and went to law school. Graduating from The University of New Mexico School of Law in 1994, Jane spent a decade practicing plaintiff’s employment and civil rights law.

 

Skyler Wildenstein, President

Presentation Topic:  Property & Prudence: Managing Real Estate
Held in Trust

Skyler’s greatest strength is communication. He is the President of Empire Trust. He is responsible for all client-facing duties and is accountable for all aspects of trust administration for Empire Trust. He oversees the tasks of trust operations and develops & monitors processes for their recurring responsibilities. He takes the most pride in the company delivering on its promises and hitting its deadlines. Skyler holds a Bachelor of Business Administration with a concentration in Finance from the R.O. Anderson School of Management at the University of New Mexico and prior to helping the co-founders of Empire Trust start the company, he began his professional career in corporate finance.  He is married with three beautiful daughters. He serves on the board of Junior Achievement of New Mexico and the Parker Center for Family Business.

 

John Attwood, VP – Trust Officer and NCG

First American Bank

Presentation Topic:  Selecting a Fiduciary…Let’s Look Beyond the Fees

 

A graduate of Oklahoma Wesleyan University, the American Bankers Association National & Graduate Trust Schools, and is credentialed as a National Certified Guardian since 2006.

John has worked in the fields of social and fiduciary services for more than 20 years.  In his new position, John is responsible for the institutional operations and business development of Envision Private Care. This includes day to day operations, client referrals, marketing, and exploration of new market territory. 

He relocated in 2004 from Seattle to New Mexico to serve as his mother’s primary care giver. He approaches professional caregiving in his current position as if each caregiver were to take care of his own mother.

John has been involved as a medical and placement decision-maker for those with developmental disabilities, and as a corporate trust officer with a New Mexico bank and a New Mexico trust company.  He specialized in administering trusts and conservatorships to enhance the lives of the elderly, quadriplegic, paraplegic, traumatic brain injured and those challenged with mental illness on the full scale of the spectrum.

Throughout his fiduciary and guardianship career, he has developed a passion for his clients.  

John currently serves on the New Mexico Estate Planning Council board of directors, The Arc of New Mexico board as treasurer, and the New Mexico Planned Giving Roundtable leadership group.  He is also a member of the Santa Fe Estate Planning Council.

He was former board chair for the New Mexico Guardianship Association. John also served as board chair for the New Mexico Alzheimer’s Association and has served on the UNM Anderson, School of Business board of directors. In addition, he has served on the board for both the Parker Center for Family Business and Mandy’s Farm, (a non-profit that assists individuals with developmental disabilities in a farm setting). 

In John’s free time he enjoys fishing the Chama River in Northern New Mexico, rooting for the Dodgers, Chiefs, Sooner football, Jayhawk basketball and spoiling his five adorable grandchildren.

 

Jon Barela, President of Borderplex Alliance

Topic and more information will be coming soon.

 

 

 

 

 

 

Chief Justice Bacon

Presentation Topic: The Continued Evolution of Adult Guardianship Proceedings in the State of New Mexico

Chief Justice Bacon was appointed to the New Mexico Supreme Court on January 25, 2019 after being recommended by a nonpartisan Judicial Nominating Commission.  She took the oath of office on February 4, 2019.  Prior to her appointment, Justice Bacon served as a district court judge on the Second Judicial District Court and as the Presiding Civil Judge.  While serving on the district court, Justice Bacon presided over thousands of cases spanning complex civil litigation, class actions, adult guardianship and conservatorship cases, real estate and contract disputes, election issues, domestic and children’s court cases and appeals.  Justice Bacon was also the Bernalillo County Water and Middle Rio Grande Conservancy District Judge.

Justice Bacon currently serves on the New Mexico Supreme Court’s Equity and Justice Commission, the New Mexico Access to Justice Commission, the New Mexico Working Interdisciplinary Networks of Guardianship Stakeholders, and the National Judicial College Dividing the Waters.  Prior to joining the Supreme Court, Justice Bacon served on numerous commissions and committees.  She served on the New Mexico Supreme Court Adult Guardianship and Conservatorship Steering Committee (Chair) and Rules Committee, the Access to Justice Commission, the Bernalillo County Pro Bono Committee (Co-chair), the Supreme Court Personnel Rules Committee (Chair), the Supreme Court Rules of Evidence Committee (Chair), and the District and Metropolitan Judges Association (President).  Justice Bacon has also served on non-profit boards that address the needs of youth experiencing homelessness for more than a decade.

 

Barak Wolff,

End of Life Options

Presentation Topic:  Medical Aid in Dying:  Our New Law and What It Means for Your Clients

Barak is a mostly retired, long-time public health leader in NM working In Rural Primary Care, EMS and Trauma Systems, and as the Director of the Public Health Division in the NM Department of Health. Barak has served as an analyst for the Senate Health and Public Affairs Committee for the last seventeen years when they are in session. For the last nine years, Barak has been deeply involved with end-of-life issues and is on the founding Board of Directors for the newly created non-profit, End of Life Options New Mexico. He is grateful for this opportunity to help improve our care systems and support New Mexicans in their end-of-life decisions, now including medical aid in dying.  To contact Barak, email barakwolff@msn.com.

 

Pete Davis

Pete Davis 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, he 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. He 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.

 

Kenneth C. Leach

Kenneth C. Leach completed his education through the University of New Mexico with his B.A. in History in 1972, and his JD in Law in 1975. He was then admitted to the bar by the New Mexico and U.S. District Court in 1975. He is a Fellow of the American College of Trust and Estate Counsel (ACTEC), and has been listed on Martindale-Hubbell’s Bar Register of Preeminent Lawyers. He is a member of the University of New Mexico Law School Alumni Association, the Albuquerque Bar Association, the New Mexico Estate Planning Council and Southern New Mexico Estate Council, and a Trustee on the Board of Trustees of the Albuquerque Community Foundation. 

Kenneth previously served on the New Mexico Board of Legal Specialization, An Agency of the Supreme Court of New Mexico Estate Planning, Trusts & Probate Law Speciality Committee, the San Juan College Foundation Board (from 2019-2021), The University of New Mexico Foundation Board (from 1995-2003), and as the Chairman of the Gift Acceptance Committee for the UNM Foundation. Kenneth has been listed in the prestigious “The Best Lawyers in America” publication in the Trust & Estates section for 25 consecutive years (1996-2021). 

He was the Community Foundation of Southern New Mexico advisor for the year of 2013, and he received the Excellence in Charitable Gift Planning Award for 2006 by the Albuquerque Community Foundation.