2021 TAX UPDATE

In the 2021 Tax Update, Vickie Wilcox will be discussing recent changes at both the state and federal levels that all estate planning advisors should be aware of and plan for this year.   For example, she will be discussing the potential impact on estate planning that the recent elections might have, changes in state law including recent decisions in state courts, and planning under the SECURE Act, among other important topics for estate planners.

.

ABOUT THE SPEAKER:

VICKIE R. WILCOX, J.D., LL.M. (Taxation)

Wilcox & Myers, P.C.

Vickie has been a trust and estate planning attorney in Albuquerque for over 25 years. She is an ACTEC (American College of Trust and Estate Counsel) Fellow and is also a Fellow of the American Bar Foundation. She is honored to have been appointed by the Supreme Court of New Mexico to serve on the State Disciplinary Board. She was also recently appointed to the Legal Specialization Commission by the Board of Bar Commissioners.

Vickie practices in the areas of estate planning, tax law, probate, estate and trust administration, charitable giving, business planning, and business succession planning. She speaks both locally and outside of New Mexico to financial advisors, attorneys, accountants, and others on tax and estate planning, business planning, charitable giving, planning related to retirement benefits, and legal ethics. Wilcox & Myers, P.C. hosts an annual seminar on current legal topics attended by over 150 top legal and financial advisors in the community.

VICKIE R. WILCOX, J.D., LL.M. (Taxation)

Wilcox & Myers, P.C.

PO Box 70238

Albuquerque, NM 87197

Telephone: (505) 554-1115

Facsimile: (505) 554-1121

E-mail: vrwilcox@wilcoxlawnm.com