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Upcoming events

    • Wednesday, February 15, 2023
    • 11:30 AM - 1:00 PM
    • Hilton Hotel, 100 Sandoval Street, Santa Fe, NM
    Register

    Important Federal Update for Estate Planners - SECURE ACT 2.0 and the Corporate Transparency Act:   A lot is happening in the estate planning world due to changes in the federal laws and regulations.  Vickie will be providing an overview of the SECURE ACT 2.0 which will highlight provisions that should be of interest to advisors and many clients.  In addition, anyone who owns a business or advises/ has a client who owns a business must become familiar with the Corporate Transparency Act and the significant reporting requirements looming ahead.


    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, P.C. hosts an annual seminar on current legal topics attended by over 150 top legal and financial advisors in the community.




    • Wednesday, March 15, 2023
    • 11:30 AM - 1:00 PM
    • Hilton Hotel, 100 Sandoval Street, Santa Fe, NM

    Alan Webber serves as Santa Fe's 43rd Mayor and the City's first full-time executive.  He first elected in March of 2018 to his first term and re-elected to a second four-year term in November, 2021.

    In his time in office Mayor Webber has put an emphasis on making city government work for all parts of Santa Fe, improving the overall level of service to the city's 85,000 residents.  His policy agenda has focused on meeting the city's critical need for additional housing in all parts of the housing spectrum and in every part of the community.  The housing agenda includes bringing chronic and verteran homelessness to functional zero and addressing the shortage in affordable and workforce housing. 

    Mayor Webber has also stressed an across the board sustainability agenda, including solarizing all City buildings, converting the City's fleet to electric or hybrid vehicles, incentivizing water conservation and water planning, adopting a multi-family green building code, financing a Green Bank to assist lower income Santa Feans solarize their homes, all as part of a comprehensive sustainability plan adopted by the Governing Body of the City four years ago.

    Under Mayor Webber's leadership, in addition to dealing with the many impacts of COVID and COVID related issues, Santa Fe has adopted an aggressive and progressive posture with regard to social equity, poverty alleviation, violence prevention, mental and behavioural health support, and alternative services to residents needing special services.  A sweeping reorganization of City governments created a Community Health and Safety Department, for the first time bringing together Police, Fire, Community Services and Recreation.  As an early participant in Mayors for a Guaranteed Income, Mayor Webber has overseen a program that has provided $400 per month to 100 Santa Fe families, under the age of 30, who meet an income criterion and who are attending the community college seeking a degree or certificate.

    Before running for office, Mayor Webber built a career in business and journalism.  He served as the Editorial Director of the Harvard Business Review and Co-Founder and Co-Editor-in-Chief of Fast Company Magazine.  He worked in the Carter Administration as Special Assistant to the Secretary of Transportation, and is the author of four books including  "Rules of Thumb: How to Stay Productinve and Inspired Even in the Most Turbulent Times."





     

    • Wednesday, April 19, 2023
    • 11:30 AM - 1:00 PM
    • Hilton Hotel, 100 Sandoval Street, Santa Fe, NM

    The 2023 Legislative Session - Governing is harder with lots of money."

    Senator Peter Wirth is the Majority Floor Leader of the state Senate.  He was first elected to House District 47 in 2004 where he served two terms.  He has been in the New Mexico Senate since 2008 representing District 25 which includes a large portion of Santa Fe.

    When he is not working at the Legislature, Senator Wirth is a lawyer and mediator in Santa Fe at the Wirth Law Firm.  He is married to Santa Fe City Councilor Carol Romero-Wirth.




Past events

Thursday, January 19, 2023 Markets Adjust to a New Interest Rate Environment - David Marion, CFA
Wednesday, November 16, 2022 ‘Santa Fe Economic Development – An Overview’ - Rich Brown Director, Community and Economic Development
Wednesday, October 19, 2022 Estate Planning Seminar with Jonathan Blattmachr
Wednesday, September 21, 2022 "New Mexico Medicare Resources" -- Kris Winterowd
Wednesday, July 20, 2022 Guardianship in New Mexico - Chief Justice C. Shannon Bacon
Wednesday, June 22, 2022 Medical Aid in Dying and What it Means to Your clients - Barak Wolff
Wednesday, May 18, 2022 Generation Skipping Planning with 529 Plans - Kurt Sommer, Attorney
Wednesday, April 20, 2022 Basis and Income Tax Planning through Retained Interest - Griffin Bridgers, Attorney
Wednesday, March 16, 2022 New Mexico Legislative Update - Senator Peter Wirth
Wednesday, February 16, 2022 Legal/Estate Planning - Vickie Wilcox
Wednesday, January 19, 2022 2022 Market Outlook - Dan Burns, CFA
Wednesday, November 17, 2021 When Advisors and Non-Profits Work Together Everyone’s a Winner
Wednesday, October 20, 2021 INCAPACITY: ISSUES, IMPACTS and ETHICS
Wednesday, September 15, 2021 Update on Local and National Real Estate Trends
Wednesday, July 21, 2021 Savvy Social Security
Wednesday, July 21, 2021 2021 Real Estate Market Update
Wednesday, July 21, 2021 When Advisors and Non-Profits Work Together Everyone's a Winner
Wednesday, June 16, 2021 E-WILLS - The Changing Future of the Estate Planning Practice
Wednesday, May 19, 2021 BEHAVIORAL FINANCE
Wednesday, April 21, 2021 The Ins and Outs of Reverse Mortgages
Wednesday, March 17, 2021 BENEFITS OF CARE MANAGEMENT
Wednesday, February 17, 2021 2021 TAX UPDATE
Wednesday, January 13, 2021 NEW MEXICO LEGISLATIVE UPDATE - SENATOR PETER WIRTH
Wednesday, November 18, 2020 ELDER CARE RESOURCES AND THE OFFICE OF THE OMBUDSMAN IN NM
Thursday, October 29, 2020 SHIFTING THE PARADIGM: THE ESTATE PLANNER’S 2020 PLAYBOOK
Wednesday, September 16, 2020 The Markets of 2020: Where We Are, Where We’ve Been, and Where We May Be Going
Wednesday, July 15, 2020 Personal Property Reincarnation - Assisting Your Clients with Their Personal Possessions
Wednesday, June 17, 2020 Leveraging Long Term Care Insurance as an Essential Part of Your Retirement Planning
Wednesday, May 20, 2020 Social Security and Medicare

CONTACT US

santafe.epc@gmail.com
www.sfestateplanning.com

P.O. Box 1992, Santa Fe, NM 87504

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