Albuquerque Community Foundation

New Mexico Estate Planning Conference

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About

The Albuquerque Community Foundations hosts a one-day seminar to provide a multitude of perspectives in the estate planning industry. Designed specifically for attorneys, bankers, investment advisors, estate planning and tax practitioners and financial partners.


Our Speakers

  • Ken Leach
  • Nell Graham Sale
  • Bill Ebel
  • Kurt Sommer
  • David Kass
  • Sara Traub
  • Randy Royster

Professional Credits Confirmed: CPE & CLE

Professional Credits Pending: CE, CFP, and Insurance

Speakers

Kurt Sommer
Kurt Sommer
Managing Partner
Sommer, Udall, Hardwick & Jones, P.A.
The Secure Act
David Kass
David Kass
Vice President, Government Affairs & Strategic Communications
Council on Foundations
Washington Update
Bill Ebel
Bill Ebel
CLU, ChFC, MSFS, AEP
Northwestern Mutual
Non-Estate Tax Uses of Life Insurance
Randy Royster
Randy Royster
President and CEO
Albuquerque Community Foundation
Community Impact through Estate Planning
Ken Leach
Ken Leach
Attorney
Kenneth C. Leach & Associates
Estate Planning 2020
Sara Traub
Sara Traub
Attorney
Pregenzer, Baysinger, Wideman & Sale, PC
Special Needs Planning
Nell Graham Sale
Nell Graham Sale
Of Counsel
Pregenzer, Baysinger, Wideman, Sale, PC
Ethical Issues with the Philanthropic Conservation (Ethics/Professionalism credit)

Sponsors

Attendees

Aaron E.
Owner/Principal, Aaron B. Ezekiel, Esq.
Alice K.
CEO, Zia Trust
Amy L.
Senior Manager, Carr, Riggs & Ingram, LLC
Andrew A.
Project Manager, Ultramain Systems Inc.
Antonia R.
Managing Partner, Roybal-Mack and Cordova, P.C.
Bernadette R.
Senior Vice President/Trust Department Manager, Century Trust and Asset Management
Bonnie M.
Associate Vice President of Planned Giving, UNM Foundation
Clifford G.
Senior Vice President, Morgan Stanley
Daniel M.
Director, Heritage Trust
Dean C.
Vice President and Trust Officer, Enterprise Bank & Trust
Diana M.
Vice President/Trust Officer, First American Bank
Don S.
Attorney, Swaim, Danner & Carlow, PC
Ernest N.
VP of Development, Adelante
Gary E.
Attorney, Betzer, Roybal & Eisenberg PC
Irene T.
Wealth Advisor, New Mexico Bank & Trust
Jessica B.
Agent, New York Life
John A.
Vice President/Trust Officer, First American Bank
Ken B.
Of Counsel, Sommer Udall Law Firm
Ken T.
Sr. Director of Development, UNM Foundation
Laurel M.
Development Manager, Explora Science Center & Children's Museum of Albuquerque
Lauri E.
Wealth Management Trust Advisor, US Bank
Leonard S.
Financial Consultant, Southwest Wealth Strategies
Nadine M.
Endowment and Pooled Trusts Coordinator, ARCA
Nadine S.
Attorney, Modrall Sperling
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