Podium

2022
ANNUAL ESTATE PLANNING SEMINAR

MAY 19, 2022

 

2022 Annual Estate Planning Seminar

The Wilcox & Myers, P.C. Annual Estate Planning Seminar will be held on Thursday, May 19, 2022, in-person, at the New Mexico State Bar Center, 5121 Masthead, N.E., Albuquerque, New Mexico  87109. 

Professional Credits pending are:  CLE, CE, CFP, CPA and Insurance.  Note:  CE credits for CFPs (and Insurance credits) may only be available for attendees who are present the entire day, per the governing regulations.

 

For registered attendees, USBs with the seminar materials will be provided at the event on

May 19th.  

As is our tradition, all registration fees benefit the Independent Community Foundation, Inc. (ICFI) and our invited guest charities who will be in attendance in charity room.   Accordingly, no refunds will be issued.

UPDATE:  Registration closed as of Monday, May 16, 2022, at noon, as capacity has been reached.

UPDATE:  Vickie will be discussing the new proposed regulations under the SECURE Act (released February 23, 2022).

AGENDA

Sign In                                                                                                    7:45 - 8:15 A.M.

Introductory Remarks                                                                          8:15 - 8:30 A.M.

Federal and State Estate and Gift Tax Update 2022                           8:30 - 9:30 A.M.

VICKIE R. WILCOX, J.D., LL.M. (TAXATION)

Overview of Charitable Vehicles                                                         9:30 - 10:30 A.M.

and Recommendations for 2022

MADISON R. JONES, J.D., M.B.A

Break                                                                                                      10:30 - 10:45 A.M.

Protecting Your Estate Planning Practice                                           10:45 - 11:45 A.M.

From Litigation

Seth L. Sparks, J.D.

Lunch: Pizza, Beverages, and Networking                                          11:45 - 12:45 P.M.

in the Charity Exhibit Hall

From Able to Grave:  Advising Clients                                                  12:45 - 1:45 P.M.

on Need Based Aid in New Mexico

Susan K. Tomita, J.D.

My RULONA:  New Mexico's New Notary Laws                                    1:45 - 2:15 P.M.

Jeffrey D. Myers, J.D.

Break                                                                                                         2:15 - 2:30 P.M.

The "Life" of a Basic Probate Administration                                        2:30 - 3:00 P.M.

Jeffrey D. Myers, J.D.

Ethics:  Following a Complaint Against an Estate Planner.               3:00 - 4:00 P.M.

through the DBoard Process

Anne Taylor, J.D.