Estate Planning Institute

EPI 2017 Save the Date

What’s the deal with Estate Planning? 

Are your clients playing a winning hand, or are they at risk of getting cleaned out? Now is the time to learn the ins and outs of effective estate planning, and how the most current rules and tax legislation can really raise the ante. Our annual Estate Planning Institute brings together leading experts and professionals to help you come up with a sure-fire strategy to protect your clients’ assets. When the chips are down, it takes more than a good will to safeguard property and cash. Effective estate planning is always a sure bet.

 

Who should attend? 

This informative Institute will benefit attorneys, accountants, bankers, investment advisers, estate planning and tax practitioners, financial planners, and anyone interested in learning more about effective estate planning for their clients. Seating is limited, so reserve your space TODAY!

There are no qualifications or prerequisites to participate in and benefit from this program.

 

How do I register? 

You can reserve your space online, over the phone, through email, or by visiting our CFSNM office. Registration costs and payment information are as follows:

 

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 2017 Speaker Manual. If you would like to have a printed out version of the 2017 Speaker Manual it will be an additional $25.00 per manual. Registrants interested in the printed version must reserve their copy either by noting this request at the time of registration or by contacting a Community Foundation team member by Friday, October 20th.

Early Bird:   $350.00

Include printed speaker manual: $375.00

Offered through Thursday, August 31st

Standard:   $425.00

Include printed speaker manual: $450.00

Friday, September 1st  – Wednesday, November 1st

Walk-In:  $450.00

*A printed speaker manual will only be offered after the event for walk-in registrants*

Include printed speaker manual: $475.00

Thursday and Friday, November 2nd and 3rd

 

Payment Information

   The Community Foundation of Southern New Mexico accepts card and check payments.  Credit or debit card payments can be made online, through the phone, or by coming into our CFSNM office location. Check payments need to be made out to “The Community Foundation of Southern New Mexico” and should be either dropped-off or mailed-in to our CFSNM office location. Our office location address is as follows:

2600 El Paseo Road

Las Cruces, NM 88001

 

Online Payment 

This year you can reserve your spot directly through our website! Follow the steps outlined in the PDF file below and learn how to process your electronic payment.

2017 EPI Online Payment How-To Guide

 

Phone Payment 

Call 575-521-4794 to pay over the phone with a CFSNM team member.

 

Email Reservation & Invoice 

Email CFSNM Special Events Coordinator, Alexia Goodwin, at alexia@cfsnm.org to reserve your registration spot. You will then receive an email containing an electronic invoice for further processing.

 

 

Speaker Preview 

Nell Graham Sale, Pregenzer, Baysinger, Wideman & Sale, PC 

Topic Presentation: Ethics

Nell Graham Sale is Of Counsel with the law firm of Pregenzer, Baysinger, Wideman & Sale in Albuquerque, New Mexico. She is admitted to practice law in New Mexico, Delaware, Pennsylvania, U. S. Tax Court and the U. S. Supreme Court. Nell is celebrating her 10 year anniversary of having her AV Preeminent® rating from LexisNexis Martindale-Hubbell. She has been repeatedly selected for inclusion by her peers in Best Lawyer in America®, and has been selected for inclusion in Super Lawyers for many consecutive years. Nell was named Best Lawyers 2017 Elder Law “Lawyer of the Year” in Albuquerque. She is a Certified Elder Law Attorney (CELA) as designated by the National Elder Law Foundation. She is a member and former board member of the Special Needs Alliance, a national network of disability trust lawyers and a fellow in the American College of Trust and Estate Counsel. Nell’s law practice concentrates on taxation, estate planning, estate administration, business succession, disability planning and elder law.

 

 

Pete Davis, Davis Capital Investment Ideas

Topic Presentation: Washington Update

Pete Davis advises Wall Street money managers on Washington policy developments that affect the financial markets. President of his own consulting firm since 1992, Davis Capital Investment Ideas, Pete draws on 11 years of experience as a Capitol Hill economist with the Joint Committee on Taxation (1974-1981), the Senate Budget Committee (1981-1983), and Senator Robert C. Byrd (1992). He worked in the House and Senate, and for Republicans and Democrats. Pete brought the first computer policy model, the Treasury Individual Income Tax Model, to Capitol Hill in early 1974, when he became a revenue estimator on the Joint Committee on Taxation. He formulated the 1975 rebate, the earned income tax credit, the 1976 estate tax rates, the 1978 marginal tax rates, and the Roth-Kemp tax cut. He left Capitol Hill in 1983 for the Washington Research Office of Prudential-Bache Securities, where he advised investors for seven years.