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Thursday, July 17, 2025

"How to Get the Most Value from an Estate"

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Santa Fe Estate Planning Council

SANTA FE ESTATE PLANNING COUNCIL

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Sponsors

Platinum


Avalon Trust

Brannan & Brannan Law - Estate & Elder Law

Cardinal Trust

Century Bank - Private Banking

Heritage Trust of New Mexico

New Mexico Bank and Trust

Pregenzer Baysinger Wideman & Sale

Santa Fe Advisors LLC

Santa Fe Community Foundation

Sunflower Bank - First National 1870

The Rikoon Group

Wells Fargo Bank - Wealth and Investment Management

Gold


Guzman and Walther Real Estate Group LLC

Silver


Cuddy & McCarthy LLP

Longbridge Financial

Presbyterian Healthcare Foundation

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UPCOMING EVENTS

July 17, 2025

"How to Get the Most Value from an Estate"

Madera Antiques

See Event Details

September 17, 2025

Planning Techniques

Luke Britt

See Event Details

October 16, 2025

TBD

TBD

See Event Details

November 19, 2025

Medicare/Medicaid

Brad Yablonsky

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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