Podium

2021

ANNUAL ESTATE PLANNING SEMINAR

MAY 20, 2021

 

REGISTER 

2021 VIRTUAL ESTATE PLANNING SEMINAR

 

Your registration fee of $100 will be made to the Independent Community Foundation, Inc.. 

Materials will be available to registered attendees for download on May 20th, 2021. 

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

WHICH CREDIT(S) ARE YOU APPLYING FOR?
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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 2021                           8:30 - 9:30 A.M.

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

When a Client Dies:                                                                              9:30 - 10:30 A.M.

Probate and Trust/Estate Administration

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

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

An Employment Layer's Guide:                                                           10:45 - 11:45 A.M.

Best Practices for the Small Business Owner

SARAH K. DOWNEY, J.D.

Virtual Lunch with Breakout Charity Rooms                                      11:45 - 12:45 P.M.

The State of the State                                                                             12:45 - 1:45 P.M.

SENATOR PETER WIRTH, J.D.

Fortifying Estate Plans: What Does (Not) Work                                    1:45 - 2:45 P.M.

GREGORY W. MACKENZIE, J.D.

Break                                                                                                          2:45 - 3:00 P.M.

Ethics: Best Practices for Office Management                                      3:00 - 4:00 P.M.

(Particularly During a Pandemic)

ANNE TAYLOR, J.D.

© 2020-2021 by Wilcox & Myers, P.C. 

Wilcox & Myers, P.C.

PO Box 70238 | Albuquerque, New Mexico | 87197

320 Osuna Road NE, Suite C-2 | Albuquerque, New Mexico | 87107

(505) 554-1115