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MARLA CASTNER is a senior tax manager at Moss Adams, LLP, with 30 years of experience in public accounting. The main focus of her career has been taxation, and one of the primary areas of concentration has been estate and gift taxation and not for profit taxation. Prior to moving to New Mexico in 2000, Ms. Castner worked for a small certified public accounting firm in New York, where she gained significant experience in estate, gift and fiduciary taxation. She also is experienced in corporate and partnership taxation and provides consultation for real estate related taxation issues such as like-kind exchanges and installment sales. Ms. Castner has provided public speaking to clients and organizations on an array of topics, including record retention, estate and gift taxation, like-kind exchanges, and family limited partnerships. She is licensed to practice as a certified public accountant in New Mexico and New York and is a member of the AICPA. Ms. Castner also is a treasurer for Keep New Mexico Beautiful. LAURIE A. HEDRICH is the sole shareholder of Laurie A. Hedrich PA, serving clients in Bernalillo, Sandoval, Valencia, Santa Fe, Taos and San Juan counties. Her practice emphasizes estate planning, probate, post mortem and trust administration and litigation, guardianships and conservatorships, and general business planning. Ms. Hedrich received her B.A. degree from the University of Colorado (1981) and her J.D. degree from Golden Gate University School of Law (1984). She is admitted to practice before the State Bar of New Mexico (1996) and the State Bar of California (1984 - current inactive status). Ms. Hedrich has participated in public service workshops; presented at seminars on wills, trusts, post mortem administration, ethics and advance health care directives; and has spoken before professional and civic groups on various aspects of estate planning, probate, post mortem and trust administration and litigation. Additionally, Ms. Hedrich is the 2009-2011 chair and a director of the Elder Law Section of the State Bar of New Mexico and a past director of the New Mexico Guardianship Association. She also serves on the boards of various charitable organizations. MARJORIE A. ROGERS is a shareholder with the Albuquerque firm of Modrall Sperling, where her main areas of practice are estate planning, estate administration, tax planning, pension planning, pension administration and tax-exempt organizations. Ms. Rogers earned her B.A. degree from Carnegie Mellon University; her J.D. degree from Albany Law School, Union University; and her LL.M. degree from Georgetown University. She is a member of the American (member, Taxation and Real Property, and Trust sections), New York State and New Mexico Women's bar associations; the State Bar of Michigan; the District of Columbia Bar; the State Bar of New Mexico (past president, Taxation Section); and the New Mexico Estate Planning Council (past president). She also is a fellow of the American College of Trusts and Estate Counsel. JEANINE R. STEFFY is an attorney at the law firm of Swaim & Finlayson, P.C., practicing primarily in the areas of estate planning, business planning, taxation and probate. A Santa Fe native, Ms. Steffy received her master's in accounting degree, as well as her J.D. degree, from the University of New Mexico. She is a certified public accountant, as well as an adjunct accounting professor, at the UNM Anderson School of Management. She is a member of the Taxation and Elder Law sections of the New Mexico State Bar, the New Mexico Society of CPAs, the New Mexico Estate Planning Council, the American Bar Association, the Association for Women in Communications and the American Association of Attorney-CPAs. Ms. Steffy serves on the boards of the YMCA of Central New Mexico and the Elder Law Section of the New Mexico State Bar.
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