Meetings - 2018

Reservations must be made by the Friday before the meeting. More details to follow.

 

Please send your comments to the Board after each meeting, using the Evaluation Form (MS Word Document), and e-mailing it to: Nora Miller, Nora.Miller@wellsfargo.com

DATE
SPEAKER TOPIC DEADLINE  
Jan 17
No Meeting      
Feb 21
Vicki Wilcox Tax Update Feb 16 Click Here To Register
Mar 21
Cathy Frey, New Mexico Association of Grantmakers Philanthropy in New Mexico Mar 15 Click Here To Register
Apr 26
Special Event: Half-Day Seminar (no regularly scheduled luncheon) Changes in Native American Art With Michael Brown, Tom Cleary, Kate Fitz Gibbon, and Brian Vallo. Details pending. Apr 20 Click Here To Register
May 16
Julia Catron, Zia Trust &
Daniel Montoya, Heritage Trust
Smaller Trusts What trust officers wish attorneys practiced. May 11 Click Here To Register
Jun 20
Ben Allison Intellectual Property Jun 15 Click Here To Register
Jul 10
Martin M. Shenkman, CPA, PFS, MBA, JD, AEP ® How to draft a trust under the new law: The Role of the Attorney, CPA, insurance agent, wealth adviser and trust officer. Jul 6 Click Here To Register
Aug
No Meeting      
Sep 19
Speaker TBA Aging with Dignity Sep 14 Click Here To Register
Oct 17
Speaker TBA Guardianship Update Oct 12 Click Here To Register
Nov 1
Joshua S. Rubenstein Annual Fall Seminar Oct 26  
Dec
No Meeting      
The Santa Fe Estate Planning Council, Inc. ("SFEPC") speakers and speakers' written materials are intended to provide current and accurate information about the subject matter covered and are designed to help SFEPC members maintain their professional competence. Nothing contained in SFEPC's speakers' remarks or the speakers' written materials are legal advice or other professional advice. SFEPC members and guests of members are responsible for obtaining advice from their own lawyers or other professional advisors. Speakers and their materials are provided with the understanding that SFEPC does not render any legal, accounting or other professional advice. The information and written materials presented at SFEPC meetings represent the opinions and views of the authors and should not be construed as the views of SFEPC. Any interpretation or application of materials presented by the speakers or contained in their written materials is a matter for the judgment of the individual member (or guest of a member) and SFEPC disclaims all liability therefore.