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Immediate
Christine Morganti
(505) 797-6028
cmorganti@nmbar.org

Seminar on Taxes and Estate Planning

Albuquerque, N.M.—Throughout our lives, we spend so much time worrying about making a decent living. Questions like, "Will we have enough for a new house? Can we afford that new car? Can we take that trip we've always wanted to take?" But the years pass, we’ve built up an estate and achieved success. Our focus starts shifting to ensuring our loved ones are cared for after we’re gone. That's what estate planning is all about.

Tax Considerations in Estate Planning will be held April 27–28 at the State Bar Center in Albuquerque for interested members of the legal community and those advising clients on estate planning.

The seminar will focus on federal estate tax laws, gift taxes, disclaimers, income taxes, personal residence trusts, grantor retained trusts, education trusts and age 21 trusts, irrevocable life insurance trusts, charitable remainder and lead trusts, generation-skipping transfer trusts and legacy trusts, self-settled spendthrift trusts, and ethical considerations.

Featured speakers will include Eric Lyon Burton, Kathleen A. Keene, Thomas H. Toevs, Randolph L. Hamblin, and Elisabeth Anne Millich of Hurley Toevs Styles Hamblin & Panter PA; Ruth Ann Castellano-Piatt, CPA; Nell Graham Sale of Pregenzer Baysinger Wideman & Sale PC; Vickie R. Wilcox of Wilcox Law Firm PC; Sara M. Bonnell of Kenneth C. Leach & Associate; Evan Spain Hobbs of Evan S. Hobbs Law LLC; Edward B. Hymson; and Steven R. Bone of Santa Fe Trust Inc.

Visit http://www.nmbarcle.org/catalog.aspx?browse=ViewProg&catid=1378 to register and http://www.nmbarcle.org/additionalfiles/1378/CLE-Tax-0427-28.pdf to view the full schedule.

The State Bar of New Mexico was organized in 1886 and is composed of more than 8500 members. Its purposes are to aid the courts in administering justice and preserving the rule of law, and to foster a high standard of integrity and competence within the legal profession.