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Past Speaking Engagements

November 17, 2022

 

 

May 19, 2022

February 16, 2022

December 9, 2021

November 18, 2021

November 18, 2021

November 4, 2021

 

​May 20, 2021

 

February 17, 2021

February 11, 2021

December 4, 2020

 

November 12, 2020

October 23, 2020

September 15, 2020

June 25, 2020

 

May 14, 2020

 

February 26, 2020

 

 

February 19, 2020

 

February 14, 2020

November 21, 2019

November 14, 2019

 

 

​November 14, 2019

November 8, 2019

 

​October 25, 2019

 

August 13, 2019

 

August 2, 2019

 

​May 16, 2019

 

May 7, 2019

January 16, 2019

 

December 14, 2018

August 11, 2018

 

 

​May 17, 2018

May 2, 2018

 

February 21, 2018

 

May 19, 2017

 

April 25, 2017

 

May 18, 2017

 

March 15, 2017

 

June 17, 2016

 

 

 

​June 7, 2016

May 4, 2016

 

February 17, 2016

January 26, 2016

2022 Probate Institute

Hosted by the New Mexico State Bar Foundation

2022 Wilcox & Myers, P.C. Annual Estate Planning Seminar

Hosted by Wilcox & Myers, P.C.

2022 Tax Update

Hosted by Santa Fe Estate Planning Council

Estate Planning:  Leave Nothing to Chance
Hosted by the Sandia Laboratory Federal Credit Union


2021 New Mexico Probate Institute
Hosted by the New Mexico State Bar Foundation


The Elizabeth Whitefield End of Life Options Act
Hosted by the New Mexico Estate Planning Council


29th Annual Estate Planning Institute

Hosted by the Community Foundation of Southern NM

2021 Annual Estate Planning Update

Hosted by Wilcox & Myers, P.C.

2021 Tax Update

Hosted by Santa Fe Estate Planning Council

​Estate Planning for the Middle Class

Hosted by the University of New Mexico Foundation

​New Mexico Tax Conference

Hosted by NMSCPA

2020 New Mexico Probate Institute

Hosted by the New Mexico State Bar Foundation​ 

 

Legacy Giving Webinar

Hosted by ​Animal Protection of NM

​Basics of Estate Planning

Hosted by the First Unitarian Church

 

Planned Giving Workshop

​​Hosted by Animal Protection of New Mexico

 

Estate Planning Update 2020

Hosted by Wilcox & Myers, P.C.

Protecting Your Privacy and Honoring Your Wishes in the Event of Incapacity or Death

Hosted by Oasis

2020 Estate and Gift Tax Update

Hosted by the Santa Fe Estate Planning Council

Estate Planning After the SECURE Act

Hosted by Wilcox & Myers, P.C.

 

​BAZINGA! Incorporating Income Tax Planning in the Updated Estate Plan

Hosted by the New Mexico Estate Planning Council

 

​Top Five Tax Planning Considerations for the "Non-Taxable" Estate

​Hosted by the New Mexico Bar Association

Estate Planning for the Middle Class

Hosted by the University of New Mexico Foundation

Strategy; Change; Innovation

13th Annual Parker Center for Family Business Symposium

Hosted by the Parker Center for Family Business

Estate Planning for the Middle Class

Hosted by the University of New Mexico Foundation

Estate Planning for the Middle Class

Hosted by the University of New Mexico Foundation

Community Property and Business/Estate Planning: Why is Everyone Moving to New Mexico?

Hosted by the State Bar of New Mexico

Annual Estate Planning Update

Hosted by Wilcox & Myers, P.C.

 

Estate Planning for the Middle Class

Hosted by the University of New Mexico Foundation

 

​2019 Estate and Gift Tax Update

Hosted by the Santa Fe Estate Planning Council

New Mexico Tax Conference: Estate and Gift Planning Update

Hosted by the New Mexico Society of CPAs

No Good Deed Goes Unpunished: Legal and Financial Considerations when Representing a Charity or Serving as Director

Hosted by the State Bar of New Mexico Foundation Center for Legal Education

Annual Estate Planning Update 2018

Hosted by Wilcox & Myers, P.C.

Charitable Giving After Tax Reform

Hosted by New Mexico PBS Studios

Estate and Tax Update 2018

Hosted by the Santa Fe Estate Planning Council

Post-Mortem Estate Planning: Disclaimers, Elections, and Other Tax Considerations in Estate Administration

Hosted by the National College of Probate Judges

​Estate Planning: Leave Nothing to Chance

Hosted by Sandia Labs Federal Credit Union

Annual Estate Planning Update 2017

Hosted by Wilcox Law Firm, P.C.

Estate and Gift Tax Update 2017

Hosted by the Santa Fe Estate Planning Council

Charitable Planning in a Low Interest High-Tax Environment: Strategies and Techniques for 2016 Using Charitable Remainder Trusts and Life Insurance

Hosted by the National Association of Insurance and Financial Advisors ("NAIFA")

Opportunities in Estate Planning: What is a CPA to Do?

Hosted by the National American Institute of Certified Public Accountants ("AICPA")

Annual Estate Planning Update 2016

Hosted by Wilcox Law Firm, P.C.

2016 Estate and Gift Tax Update

Hosted by the Santa Fe Estate Planning Council

Charitable Planning in a Low Interest High-Tax Environment: Strategies and Techniques for 2016 Using Charitable Remainder Trusts and Life Insurance 

Hosted by the National Society of Financial Service Professionals ("FSP")

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