Looming Sunset: Advising Clients on Estate Planning before 2026 - Vickie Wilcox

Looming Sunset: Advising Clients on Estate Planning before 2026

It's more important than ever to consider different estate planning options for clients who might be impacted if the estate and gift tax credit sunset in 2026.  During this presentation, we will review different options to discuss with clients during this period of uncertainty, including planning considerations for both income and estate/gift taxes, planning for IRA's and insurance, second homes and low basis assets, as well as different gifting techniques to consider before 2026.

Vickie has been a trust and estate planning attorney in Albuquerque for over twenty-five 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 also serves on New Mexico’s Legal Specialization Commission.

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 planners, attorneys, accountants, and others on tax and estate planning, business planning, charitable giving, planning related to retirement benefits and ethics.  Wilcox, Myers & Jones, P.C. hosts an annual seminar on current legal topics attended by over 150 top legal and financial advisors in the community.