Past Events

September 16, 2020 "How to Avoid and What to do If Audited by the IRS"
Kym Anderson, CPA (Zoom Meeting)
May 26, 2020 Joint Meeting with CPAs
TBA
April 15, 2020 "How Does Divorce Effect Estate Planning?"
Gene Semko
March 18, 2020 "Small Business Succession Planning" - Panel
Eddie Moreno & Adrian Brito
February 19, 2020 "Long Term Care Insurance"
Jack Simmons
January 15, 2020 "Cross Border Issues"
Ramon Campos
December 18, 2019 No Meeting - Happy Holidays
November 20, 2019 TBA
Stephanie Karr
October 16, 2019 TBA
TBA
September 18, 2019 "Special Needs Trust for Children and/or Adults"
Judy Monteleone - Panel Discussion, Judge Strelitz, Jessica Kludt, JD, Jennifer Coulter, JD
May 28, 2019 "Joint Meeting with CPAs"
April 17, 2019 "El Paso Ecomomic Update"
Robert Coronado
March 20, 2019 "Business Succession Planning"
David Hassler, JD
February 20, 2019 "Estate Planner or Income Tax Planner? Ascendancy of Income Tax Planning"
Gene Wolf, JD
January 16, 2019 "Tax Updates"
Kym Anderson, CPA, CVA, CGMA
December 19, 2018 Merry Christmas and a Happy New Year
No Meeting
November 28, 2018 "The Reality of Senior Care in El Paso"
Jacob Boggs & Robin Owen
October 10, 2018 "Cyber Estate Planning and Administration"
Dr. Gerry W. Beyer
September 19, 2018 "Market Over View"
Bill Brady, CFA
July 24, 2018 Board Meeting
Finalize Speaker Agenda
May 22, 2018 "Differentiate or Suffer the Consequences" Joint Meeting with CPAs
Russ Jones , Executive Director Sagemark Private Wealth Services
April 18, 2018 "Business Succession Panel"
Gene Wolf, JD
March 21, 2018 "Power of Attorneys"
Gregory Martin, JD
February 21, 2018 "The Not So Limited LLC: LLCs in Estate Planning"
Joshua Dwyer, JD
January 17, 2018 "Maximizing Business Values for Buyers"
Tyler Smith, CPA
December 20, 2017 'MERRY CHRISTMAS - NO MEETING IN DECEMBER"
November 15, 2017 Post Mortem Administration
Gene Wolf, JD
October 18, 2017 "Charitable Contributions"
Eric Pearson
September 20, 2017 "Reverse Mortgages"
Millie Garcia
May 23, 2017 "Annual Meeting with CPAs"
TBA
April 19, 2017 "Heirship - No Will? Now What?
Lauren Serrano, JD
March 15, 2017 "Appraisal Horror Stories"
Susan Eisen
February 15, 2017 "Creditor's Claims as Executor"
Stephen Meador, JD
January 18, 2017 "Cyber Security"
Janson Hennessey
December 21, 2016 "MERRY CHRISTMAS - NO MEETING IN DECEMBER"
November 16, 2016 "Business Valuation"
Jay Dunbar, CPA and Tyler Smith, CPA
October 19, 2016 "Life Insurance Tool Box"
Rob Sesich
September 21, 2016 "How Political Elections Affect the Economy and Markets"
Billy Brady
May 26, 2016 "Young Professional Spring Mixer"
May 24, 2016 "Annual Joint Meeting with CPAs"
Ruth Elizondo, CPA
April 20, 2016 "What Do You Know or Not Know About Protecting Your Assets"
David Hassler, JD
March 16, 2016 "What Every Estate Planner Should Know About Insurance"
Jack Simmons
February 11, 2016 "In Guns We Trust"
Don Pendergras and Michael Perkins
January 20, 2016 "What Every Estate Planner Needs to Know About Special Needs Trust"
Stancy Stribling, JD
December 16, 2015 MERRY CHRISTMAS - NO MEETING IN DECEMBER
November 18, 2015 "Not Again! The Laws Have Changed on Texas Probate & Guardianships"
Joe Moody
October 21, 2015 "They Stole My Identity"
El Paso Police Department
September 16, 2015 "WOW...The Benefits of Long Term Care.....are AWESOME"
Don McCormick
May 26, 2015 "Annual Joint Meeting with CPAs"
Tracey Kulpa
April 22, 2015 "How an Estate Plan Can Go Wrong"
Panel Discussion
March 18, 2015 "Real Estate Appraisal"
Genna Pendergras
February 18, 2015 "Trust Decanting"
Gene Wolf, JD
January 21, 2015 "El Paso Development off of Castellano Drive"
Matt Pepe
December 17, 2014 MERRY CHRISTMAS - NO MEETING IN DECEMBER
November 19, 2014 "Day After Election"
Dr. Rocha
May 27, 2014 Annual Joint Meeting with CPAs
April 16, 2014 "Marriage: From Common Law to Conflict of Law"
Stephen Meador, JD
March 19, 2014 "The Conversation - Have You & Your Family Pre-Planned"
Michelle Diaz-Aboud
February 19, 2014 "Legislative Update for the Estate Codes"
Dr. Gerry Beyer
January 15, 2014 "Special Issues When Working with Widows"
Paula Feinberg
December 18, 2013 MERRY CHRISTMAS - NO MEETING IN DECEMBER
November 20, 2013 "Busiess Valuation Made Simple"
Jay Dunbar, CPA
October 16, 2013 "Stevenson Animal Companion"
Dr. Sheppard and Mark Browning
September 18, 2013 "Fiduciary Liability"
Link Beck, JD
August 28, 2013 End of Summer Joint Professional Mixer
May 28, 2013 Joint Meeting w/CPAs
Carl Ryan, JD
April 17, 2013 Dr. Tim Roth - (Topic TBA)
Dr. Tim Roth
March 20, 2013 Elder Abuse
Patrick Turley
February 20, 2013 Types of Trusts
Stephen Meador, JD
January 28, 2013 End of Summer Joint Professional Mixer
January 16, 2013 International Estate Planning
David Hassler, JD
December 19, 2012 Business Succession Planning
Glenn Davis
November 21, 2012 Meeting Re-scheduled to December!
October 17, 2012 Comprehensive Planning in a Non-Tax Environment
Alan Gluth, JD
September 19, 2012 Government Regulations
Kelly Rodgers
May 22, 2012 Joint Meeting w/CPAs
Allan Goldfarb
April 18, 2012 Update on Health Insurance
Aetna
March 21, 2012 Secured & Unsecured Creditors
Stephen Meador, JD
February 16, 2012 Joint Meeting w/SNMEPC (update from the Heckerling Estate Planning Institute
Ken Leach, JD
January 18, 2012 Executive MBA Programs in the College of Business
Dr. Robert Nachtmann
December 25, 2011 MERRY CHRISTMAS
No Meeting in December
November 16, 2011 "Estate Appraisals"
Susan Eisen
October 19, 2011 "Advanced Estate Planning Topics Regarding Government Assistance"
Stancy Stribling, JD
September 21, 2011 "Changes in Estate Taxes"
Leila Hobson, JD
January 19, 2011 "Medical Services & Health Care Issues"
Carol Schaffer, JD, RN
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