2023 Estate Planning Institute

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

Being held at the Las Cruces Convention Center
680 E. University Ave., Las Cruces, NM.

Step Right Up, Ladies & Gentlemen!

Estate planning law is the greatest show on Earth, and there have been some amazing, stupendous things happening in Washington DC! With big changes on the horizon that will have a three-ring impact on strategic estate planning, you need to plan on attending this year’s Estate Planning Institute either in person or online!!

Fun for the Whole Family of Professionals!

The Estate Planning Institute is perfect 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!

Potential 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
Two 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 2023 Speaker Manual. If you would like to have a printed copy of the 2023 Speaker Manual it will be an additional $50.00 per manual.

In-Person: $350
Online: $225
Includes PDF of speaker manual

Rate after October 6, 2023 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.



“The Community Foundation of Southern New Mexico’s longstanding Estate Planning Institute is a stellar educational opportunity. Practitioners of all types benefit from the wealth of information and diverse speaker panel assembled by CFSNM. Flexibility in their program delivery and the potential for continuing professional education credits make the program accessible and worthwhile to so many. These incredible attributes are why I continue to participate each year.”










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

Disciplinary Board of the New Mexico Supreme Court

Presentation Topic:  Overview of Disciplinary System and Rule 16-119 (The Disciplinary Board of the New Mexico Supreme Court – Ethics and Professionalism MCLE)

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)

Disciplinary Board of the New Mexico Supreme Court

Presentation Topic:  Notable Estate Planning Disciplinary Cases (The Disciplinary Board of the New Mexico Supreme Court – Ethics and Professionalism MCLE)

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.


Dr. Gerry W. Beyer J.D., LL.M., J.S.D. – Professor

Texas Tech University School of Law

Presentation Topic: Don’t Get Lost in Cyberspace: How to Plan for and Administer Digital Assets

Dr. Gerry W. Beyer joined the faculty of the Texas Tech University School of Law in June 2005 as the first holder of the Governor Preston E. Smith Regents Professorship. Previously, Prof. Beyer taught as a professor or visiting professor at several other law schools including Boston College, Boston University, The Ohio State University, Southern Methodist University, the University of New Mexico, Santa Clara University, St. Mary’s University, and La Trobe University (Australia).

Prof. Beyer is the author of  dozens of books and hundreds of articles focusing on various aspects of estate planning. He is the recipient of over twenty teaching and writing awards including the Chancellor’s Distinguished Teaching Award, the most prestigious university-wide teaching award at Texas Tech. Prof. Beyer is the editor of the most popular estate planning blawg in the nation which after being named for five consecutive years to the ABA Journal’s Blawg 100 was awarded Hall of Fame status in 2015. Prof. Beyer presents dozens of continuing legal education presentations each year for many national, state, and local bar associations, universities, and civic groups.

Professor Beyer received his J.D. from The Ohio State University and his LL.M. and J.S.D. degrees from the University of Illinois. He is a member of the Order of the Coif, an Academic Fellow and Regent of the American College of Trust and Estate Counsel,  a member of the American Law Institute, and was inducted into the Estate Planning Hall of Fame by The National Association of Estate Planners & Councils.


Bridget Mullins – Associate


Presentation Topic: Special Needs Planning Update

Bridget is a graduate of the University of New Mexico Law School represents clients in the areas of Guardianships, Probate, Wills, Trusts, Elder law, and Family law with a focus on working with Spanish-speaking clients. In addition, Bridget has a strong trial background after spending many years prosecuting domestic violence, child abuse, and human trafficking cases for the District Attorney’s and Attorney General’s Offices.

Bridget has worked with Spanish-speaking families in many different contexts – as a teacher, an advocate, and as an attorney. While attending law school at the University of New Mexico, Bridget also taught Spanish classes to undergraduate students and earned a Master’s degree in Latin American Studies as well as her Law Degree. She has also worked on consumer protection issues and taught Financial Literacy classes to help community members learn about debt, investing, and credit.