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Next Meeting:

Wednesday, April 22, 2026

Spousal Lifetime Access Trusts (SLATs) -Ethical, Practical, and Tax Considerations

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El Paso Estate Planning Council

EL PASO ESTATE PLANNING COUNCIL

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Leadership

President

Kristy McGee, CRPC®, CEP®
Raymond James
915-534-4006
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Vice President

Ben Lopez, CFP®, CPWA®, QPFC
PecuSavvy Financial
9159441850
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Secretary

Andrea Brazel
WestStar Bank - Wealth Management
915-747-4946
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Treasurer

Brenda Yeager, CPA
Gibson Ruddock Patterson, LLC
915-356-3713
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Past President

Zachary Daw, JD
ScottHulse PC
915-533-2493
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Board Member

Susan B Eisen, MGA, ASA, CGA, ISA
Susan Eisen Fine Jewelry Watches Art & Appraiser
915-584-0022
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Board Member

Anibal Roman
WestStar - Wealth Management Services
915-747-4110
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Board Member

Javier Zubiate
Crown Wealth Strategies
(915) 613-4300
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Administrator

El Paso Estate Planning Council
El Paso Estate Planning Council
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UPCOMING EVENTS

April 22, 2026

Spousal Lifetime Access Trusts (SLATs) -Ethical, Practical, and Tax Considerations

James I. Dougherty

See Event Details

May 27, 2026

Avoiding Pitfalls: Lessons From Challenging Client Scenarios-a panel discussion from a variety of professionals

Panel: Susan Eisen Moderator

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils

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