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Upcoming events

    • Wednesday, June 16, 2021
    • 12:00 PM - 1:00 PM (MDT)
    • Zoom Webinar
    Register

    Electronic Wills – The Changing Future of the Estate Planning Practice


    presented by: Dr. Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law


    Electronic wills are no longer a technique that is futuristic in character – they have arrived!

    Six states have e-will statutes in place, they are pending in the legislatures of many states, and the Uniform Electronic Wills Act received approval in July 2019.

    This presentation will provide you with what you need to know to get ready for e-wills including historical development, workings of the Uniform Electronic Wills Act, existing state variations, and recommendations.

    Register today to reserve your spot!

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    About the Speaker:




    Dr. Gerry W. Beyer

    Governor Preston E. Smith Regents Professor of Law

    Texas Tech University School of Law


    Gerry W. Beyer joined the faculty of the Texas Tech University School of Law in June 2005 as the first holder of the Governor Preston E. Smith Regents Professorship.   Previously, Prof. Beyer taught at St. Mary’s University and has served as a visiting professor at several other law schools including Boston College, The Ohio State University, Southern Methodist University, the University of New Mexico, Santa Clara University, and La Trobe University (Australia). Prof. Beyer is admitted to practice in Texas, Illinois (inactive), Ohio (inactive) and before the United States Supreme Court and the United States Court of Appeals for the Armed Forces.

    Prof. Beyer is the recipient of dozens of outstanding and distinguished faculty awards from three law schools including the Chancellor’s Distinguished Teaching Award, the most prestigious university-wide teaching award at Texas Tech, the 2015 President’s Academic Achievement Award, and the Outstanding (Law) Researcher Award in 2013 and 2017. 

    As a state and nationally recognized expert in estate planning, Prof. Beyer is a highly sought-after lecturer.  He presents dozens of continuing legal education presentations each year for many national, state, and local bar associations, universities, and civic groups. In recognition of his expertise and contributions to the legal profession, the National Association of Estate Planners & Councils inducted him into the Estate Planning Hall of Fame in 2015.

    Prof. Beyer is the editor of the most popular estate planning blawg in the nation which after being named for five consecutive years to the ABA Journal's Blawg100 was awarded Hall of Fame status in 2015. 

    Prof. Beyer is the author of  dozens of books and hundreds of articles focusing on various aspects of estate planning.  He has three times won awards from the American Bar Association’s Probate & Property magazine for his writing. He is one of the most often downloaded law authors on the Social Science Research Network with a ranking in the top .001%.  Prof. Beyer is the Editor-in-Chief of the REPTL Reporter, the official journal of the largest section of the State Bar of Texas, the Real Estate, Probate and Trust Law Section. 

    Prof. Beyer serves as a mentor to many students and various law school organizations as well participating regularly in pro bono activities.  He is the advisor for the Estate Planning and Community Property Law Journal and its annual seminar, the Black Law Students Association, the Estate and Property Law Society, and Delta Theta Phi. 

    Prof. Beyer received his J.D. from the Ohio State University (summa cum laude) and his LL.M. and J.SD. degrees from the University of Illinois.  He is a member of the Order of the Coif, an Academic Fellow and Regent of the American College of Trust and Estate Counsel, and a member of the American Law Institute.


    • Wednesday, July 21, 2021
    • 12:00 PM - 1:00 PM (MDT)
    • Zoom Webinar

    Savvy Social Security

    presented by: Brad Yablonsky, Financial Advisor with UBS Financial Services

    The Savvy Social Security presentation is geared towards Baby Boomers thinking about retirement. They've probably paid Social Security tax for decades. In fact, we all pay in every time we get a paycheck, yet most of us don't really understand how the system works. There are hundreds of different ways to claim and people are leaving money on the table due to lack of education. This presentation bridges the information gap and allows for informed, educated decision making.

    Topics covered include:

    • When to start taking Social Security
    • How much you can expect to receive
    • How COLAs (Cost of Living Adjustments) affect your benefits
    • The ramifications of a spouse's death on benefits
    • How do former marriages affect benefits
    • What strategies are allowed to maximize benefits
    • The changes to Social Security based on Congress' new budget bill
    • How Social Security can be aligned with retirement plans

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    About the Speaker:



    Brad Yablonsky

    Vice President – Wealth Management

    UBS Financial Services Inc. 

    Brad Yablonsky is a Financial Advisor with UBS Financial Services. His focus is helping clients understand Social Security and Medicare and to integrate those benefits with their overall retirement plan. Originally from New Jersey, Brad traveled to Albuquerque in 2001 'just to visit', though now proudly calls it home. He earned a Bachelor's degree from Rutgers University and holds Series 7, 66 and Insurance licenses. Brad serves on the board of the Senior Citizens Law Office (SCLO), a non-profit organization which offers free legal advice and representation to seniors on healthcare, public benefits, advance directives, consumer rights and other issues. He recently joined the board of the Human Resource Management Association (HRMA)as Finance Elect. While not working, he enjoys performing as a drummer with a Pink Floyd tribute band called Pink Freud.

    • Wednesday, September 15, 2021
    • 12:00 PM - 1:00 PM (MDT)
    • Zoom Webinar


    • Wednesday, November 17, 2021
    • 12:00 PM - 1:00 PM (MST)
    • Zoom Webinar


CONTACT US

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

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

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