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NMEPC Meetings

The council members meet monthly from September through April on the third Thursday of the month to discuss their views and refine their talents. A monthly speaker provides insight into current issues.

Annual memberships are for our September through April program year.  Join Us!

Upcoming events

    • 20 Nov 2025
    • 5:00 PM - 7:00 PM
    • Sheraton Uptown Albuquerque
    Register

    Building a Legacy of Care: Estate Planning for Individuals with Special Needs with Feliz Martone

    This session explores how families can protect and provide for their loved ones with disabilities through thoughtful estate planning. Feliz Martone will guide attendees through special needs trusts, guardianship alternatives, and planning strategies that ensure both financial security and personal dignity.  Attendees will leave with practical tools and insights to create a lasting legacy of care.


    Drinks Sponsor: 


    Bio: Feliz Martone is a native New Mexican and the founding attorney of Legal Legacy Trusts & Estates PC, a boutique estate planning firm in Albuquerque dedicated to helping families protect loved ones and preserve their legacies.  Her practice focuses on preparation of wills, trusts, powers of attorney, and business planning, with a special emphasis on special needs trusts and planning for individuals with disabilities. 

    A graduate of University of New Mexico School of Law, Feliz served for 18 years as a Social Security Disability Claimant’s Attorney, advocating for individuals navigating the complex system of disability benefits. She is a member of the New Mexico Women’s Bar Association, the Hispanic Women’s Counsel, she serves on the Board of Directors for the New Mexico Deathcare Network, and is a part of the leadership team for Albuquerque Women in Business for Good, a nonprofit supporting local organizations benefiting women and children.  In 2023, Feliz was honored as a Diverse Business Leader by Albuquerque Business First

    A single mother of three, Feliz brings both personal and professional insight into her work, empowering families to plan for their future with care, clarity, and purpose.

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

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

    Drinks Sponsor:








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

    Markets/Economic Update with CFA Society Member

    Drinks Sponsor: 







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

    Topic and Speaker TBD

    Drinks Sponsor: 




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

    Crypto Assets in Estate Planning with Gretchen Wendlandt

    Drinks Sponsor: 







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

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

    Drinks Sponsor: 







Past events

16 Oct 2025 NMEPC October Meeting: Intellectual Property in Estate Planning
18 Sep 2025 NMEPC September Meeting - Working with Clients with Diminished Capacity: Practice Considerations
17 Apr 2025 NMEPC April Meeting: Legislative Update
20 Mar 2025 NMEPC March Meeting: New Developments for Trusts in 2025
20 Feb 2025 NMEPC February Meeting: Fiduciary Standards in Pet Care
16 Jan 2025 NMEPC January Meeting: Market/Economic Update
17 Dec 2024 NMEPC Holiday Party 2024
21 Nov 2024 NMEPC November Meeting: Navigating the Challenges of Art in Estate Planning
17 Oct 2024 NMEPC October Meeting: Protecting Assets without Asset Protection Trusts - Estate Planning Options in NM
19 Sep 2024 NMEPC September Meeting: Mergers & Acquisitions in the Southwest
18 Apr 2024 NMEPC April Meeting: Legislative Update
21 Mar 2024 NMEPC March Meeting: Medicaid Planning
15 Feb 2024 NMEPC February Meeting: Financial Markets Update
18 Jan 2024 NMEPC January Meeting: Business Valuation Considerations in Gift & Estate Planning
16 Nov 2023 NMEPC November Meeting: Roadshow: Tangible Personal Property Values & Stories from the Real World
19 Oct 2023 NMEPC October Meeting: Premarital Agreements from Two Perspectives
21 Sep 2023 NMEPC September Meeting: Real Estate in Estate Administration
20 Apr 2023 NMEPC April Meeting: NM Business Succession
16 Mar 2023 NMEPC March Meeting: Sweeping State Reforms & Trends in Long Term Care Insurance
16 Feb 2023 NMEPC February Meeting: Caregiver Resources Panel
19 Jan 2023 NMEPC January Meeting: Update on Financial Markets
8 Dec 2022 NMEPC Holiday Party
17 Nov 2022 NMEPC November Meeting: State of Charitable Giving in NM
20 Oct 2022 NMEPC October Meeting: Effective & Ethical Communication with Seniors
15 Sep 2022 NMEPC September Meeting: Acting for Seniors: How to STOP Elder Abuse
21 Apr 2022 NMEPC April Meeting: Planning and Administration for Unmarried Couples
17 Mar 2022 NMEPC March Meeting: Cultural Property in Estate Planning and Around the World
17 Feb 2022 NMEPC February Meeting: A View of the Probate Process
20 Jan 2022 NMEPC January Meeting: Financial Markets & Economic Update
18 Nov 2021 NMEPC November Meeting: The Elizabeth Whitefield End-of-Life Options Act
21 Oct 2021 NMEPC October Meeting: Tax and Compliance Update
16 Sep 2021 NMEPC September Meeting: ABQ Economic Development

Upcoming events

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