2022 Probate Institute

Hosted by the New Mexico State Bar Foundation

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

Hosted by Wilcox & Myers, P.C.

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2022 Tax Update

Hosted by Santa Fe Estate Planning Council

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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

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2021 Annual Estate Planning Update

Hosted by Wilcox & Myers, P.C.

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2021 Tax Update

Hosted by Santa Fe Estate Planning Council

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​Estate Planning for the Middle Class

Hosted by the University of New Mexico Foundation

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​New Mexico Tax Conference

Hosted by NMSCPA

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2020 New Mexico Probate Institute

Hosted by the New Mexico State Bar Foundation​ 

Legacy Giving Webinar

Hosted by ​Animal Protection of NM

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​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.

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

Hosted by Oasis

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2020 Estate and Gift Tax Update

Hosted by the Santa Fe Estate Planning Council

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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

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Estate Planning for the Middle Class

Hosted by the University of New Mexico Foundation

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Strategy; Change; Innovation

13th Annual Parker Center for Family Business Symposium

Hosted by the Parker Center for Family Business

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Estate Planning for the Middle Class

Hosted by the University of New Mexico Foundation

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Estate Planning for the Middle Class

Hosted by the University of New Mexico Foundation

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

Hosted by the State Bar of New Mexico

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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

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New Mexico Tax Conference: Estate and Gift Planning Update

Hosted by the New Mexico Society of CPAs

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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

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Annual Estate Planning Update 2018

Hosted by Wilcox & Myers, P.C.

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Charitable Giving After Tax Reform

Hosted by New Mexico PBS Studios

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Estate and Tax Update 2018

Hosted by the Santa Fe Estate Planning Council

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

Hosted by the National College of Probate Judges

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​Estate Planning: Leave Nothing to Chance

Hosted by Sandia Labs Federal Credit Union

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Annual Estate Planning Update 2017

Hosted by Wilcox Law Firm, P.C.

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Estate and Gift Tax Update 2017

Hosted by the Santa Fe Estate Planning Council

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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")

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

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

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Annual Estate Planning Update 2016

Hosted by Wilcox Law Firm, P.C.

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2016 Estate and Gift Tax Update

Hosted by the Santa Fe Estate Planning Council

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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")