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Seminars and Speaking Engagements

Our Firm’s Annual Seminar

Wilcox & Myers, P.C. hosts an Annual Estate Planning Update each May that is attended by over 150 of New Mexico’s preeminent estate planning attorneys, CPAs, and financial advisors. The Annual Estate Planning Update covers a broad range of valuable and current estate planning topics that are relevant to industry professionals and their clients. Attendees are eligible to receive CLE, CE, CFP, and Insurance continuing education credits.

Please see this year’s Annual Estate Planning Update invitation Agenda and join us on May 18, 2017 at the State Bar Center.

Please also note that the Annual Estate Planning Update typically sells out, so register early to reserve your space.

Other Speaking Engagements

National College of Probate Judges: "Post-Mortem Estate Planning: Disclaimers, Elections and other tax considerations in Estate Administration" - May 19th, 2017 (10:30 a.m. - 12:15 p.m.)

Santa Fe Estate Planning Council: "Estate and Gift Tax Update 2017" - March 15th, 2017

The AICPA (American Institute of CPAs), AICPA Practitioners Symposium and TECH+ Conference: Current Estate Planning - June 7th, 2016 (4:30p.m. - 5:30 p.m.)

Santa Fe Estate Planning Council: “2016 Estate Planning Update” - February 17th, 2016

Society of Financial Service Professionals (SFSP) Arizona Institute: "Charitable Planning in a Low-Interest High-Tax Environment: Strategies and Techniques for 2016" - January 26th, 2016 (8:00 a.m. - 11:00 a.m.)

Areas of Practice
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