Update on Estate and Special Needs Planning 2021

The attorneys of PBWS will be presenting a free webinar, Update on Estate and Special Needs Planning 2021, focusing on the ABLE Act, Medicaid/Medicare, the SECURE Act, Guardianships & Conservatorships, Pooled Trusts, intersections of family law, and tax considerations.

Date & Time:
04/29/20 – 1:00pm-5:00pm

The webinar is limited to 100 people. REGISTER HERE to secure your spot.

After registering, you will receive a confirmation email containing information about how to join the webinar.

SCHEDULE (subject to change):
Join for all sessions or jump in on only the sessions with topics of interest to you. There will be one webinar link which will work for all sessions.

• 1:00-1:30pm 

Estate Planning and Trusts with Daniel J. Monte
The basics of estate planning and some common estate planning mistakes. Learn the importance of estate planning, especially during these tumultuous times and why everyone should have their estate planning documents in place.

• 1:30-2:00pm   

Tax Update with Elliot F. Barela
Moves you can make to maximize the wealth of your estate and an overview of President Biden’s proposed changes to the tax code.

• 2:00-3:00pm 

Special Needs Planning and Trusts with Nell Graham Sale
Learn about setting up a special needs trust and how it can be used to provide for the needs of a disabled person and to manage the supplemental benefits they may receive.

• 3:00-3:30pm

SECURE Act with Sara R. Traub
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the most sweeping retirement legislation since the Pension Protection Act of 2006. Learn what it means for your IRA.

• 3:30-4:30pm 

Guardianships and Powers of Attorney with Margaret “Peggy” Graham and Marcy G. Baysinger
An overview of guardianship and conservatorship in New Mexico, focusing on when they are necessary, ways to avoid them, and the procedure for the appointment of a guardian and conservator.

• 4:30-5:00pm 

Intersections of Family Law and Guardianship with Bridget L. Mullins
This session will explore the intersection between guardianship and divorce, including tips for avoiding this potentially messy situation as well as considerations for those experiencing it.

Estate and Special Needs Planning 2021