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• NMEPC September Meeting - Working with Clients with Diminished Capacity: Practice Considerations

  • When
    18 Sep 2025
  •  
    5:00 PM - 7:00 PM
  • Location
    Sheraton Uptown Albuquerque

  Working with Clients with Diminished Capacity: Practice Considerations with Caitlin Palencia of Disability Rights New Mexico (DRNM).                    

  Caitlin Palencia is a Staff Attorney at Disability Rights New Mexico (DRNM), the designated Protection and Advocacy system for our state, which provides legal and advocacy services to protect the rights of people with disabilities. Before joining DRNM in 2023, Caitlin was a Staff Attorney for the NM Office of Guardianship at the Developmental Disabilities Council, and an Assistant District Attorney in the Bernalillo County, where she was assigned to the Competency Court and Behavioral Health Specialty Court. Caitlin’s volunteer experience includes prior service on the Protection and Advocacy for Individuals with Mental Illness Advisory Council, and on the National Alliance on Mental Illness, New Mexico board. At DRNM, Caitlin does systemic and individual case work in a variety of disability rights matters, with an emphasis on work around probate guardianships, a serious, and prevalent issue for adults with disabilities, including aging adults who may be experiencing diminished capacity. Caitlin’s work in this area focuses on helping individuals understand, identify, and implement less restrictive alternatives to guardianship like setting up advanced directives, use of a power of attorney, and engaging in other future planning to address individuals’ specific needs with their financial, medical, and property matters.

  
  

  
  

  
  

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• NMEPC October Meeting: Intellectual Property in Estate Planning

  • When
    16 Oct 2025
  •  
    5:00 PM - 7:00 PM
  • Location
    Sheraton Uptown Albuquerque

  Intellectual Property in Estate Planning with Jeffrey Myers and Vickie Wilcox

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• NMEPC November Meeting: Special Needs Planning

  • When
    13 Nov 2025
  •  
    5:00 PM - 7:00 PM
  • Location
    Sheraton Uptown Albuquerque

  Special Needs Planning with Feliz Martone

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• NMEPC Holiday Party

  • When
    11 Dec 2025
  •  
    5:00 PM - 7:00 PM
  • Location
    Sheraton Uptown Albuquerque

  Join us for our festive holiday party, the second week of December. 

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• NMEPC January Meeting: Markets/Economic Update

  • When
    15 Jan 2026
  •  
    5:00 PM - 7:00 PM
  • Location
    Sheraton Uptown Albuquerque

  Markets/Economic Update with CFA Society Member

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• NMEPC February Meeting: Topic TBD

  • When
    19 Feb 2026
  •  
    5:00 PM - 7:00 PM
  • Location
    Sheraton Uptown Albuquerque

  Topic and Speaker TBD
  

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• NMEPC March Meeting: Crypto Assets in Estate Planning

  • When
    19 Mar 2026
  •  
    5:00 PM - 7:00 PM
  • Location
    Sheraton Uptown Albuquerque

  Crypto Assets in Estate Planning with Gretchen Wendlandt

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• NMEPC April Meeting: 21st Century Funeral Options

  • When
    16 Apr 2026
  •  
    5:00 PM - 7:00 PM
  • Location
    Sheraton Uptown Albuquerque

  21st Century Funeral Options with Brian and Claire of Natural Burial New Mexico. 

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