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SARA M. BONNELL is an associate with Kenneth C. Leach & Associates, P.C., where her main areas of practice are estate planning, probate and business planning. Ms. Bonnell has previously lectured on estate planning for various audiences. She is a member of the American Bar Association. Ms. Bonnell earned her B.A. degree from Santa Clara University, her master's degree from the University of New Mexico and her J.D. degree from the University of New Mexico - School of Law. BRUCE J. PUMA is an associate attorney and CPA with Swaim & Finlayson, where he practices primarily in the areas of estate planning, trust and probate administration, business planning, taxation, probate, guardianship and conservatorship. He regularly advises clients on issues relating to the selection and formation of business entities, taxation, corporate law issues, probate issues, estate planning and trust and probate administration. Mr. Puma is a faculty member at the University of Phoenix and teaches accounting and law. He is licensed to practice law in New Mexico, Colorado and Minnesota. Mr. Puma also is a Certified Public Accountant in New Mexico. He earned his M.B.A. and B.B.A. degrees from the University of New Mexico-Anderson School of Management, and his J.D. degree from the University of New Mexico-School of Law. GREGORY S. ROSS is a sole proprietor with The Ross Law Firm, LLC. He is a member of the State Bar of Texas, State Bar of New Mexico and has been practicing for ten years. Mr. Ross practices in Dallas and Santa Fe with a focus on arts and entertainment law, including the estates of artists and performers. He earned his undergraduate degree from Mississippi State University and his J.D. degree from Texas Wesleyan University School of Law. Mr. Ross also studied jurisprudence at Magdelan College, Oxford University. JEANINE STEFFY is an attorney at the law firm of Swaim & Finlayson, practicing primarily in the areas of estate planning, business planning, taxation and probate. She is a Certified Public Accountant, as well as an adjunct accounting professor at the UNM Anderson School of Management. Ms. Steffy is a member of the Taxation and Elder Law sections of the State Bar of New Mexico, the New Mexico Society of CPAs, the New Mexico Estate Planning Council, the Santa Fe Estate Planning Council, the Association for Women in Communications and the American Association of Attorney-CPAs. She serves on the boards of the YMCA of Central New Mexico as well as both the Elder Law Section and Young Lawyer Division of the State Bar of New Mexico. Ms. Steffy earned her master's degree from the University of New Mexico-Anderson School of Management and her J.D. degree from the University of New Mexico-School of Law. DONALD E. SWAIM is a shareholder with the law firm of Swaim & Finlayson, PC, where he practices in the areas of tax law, estate planning, probate and trust law, corporate, partnership and limited liability company law, commercial transactions and nonprofit corporation matters. Mr. Swaim is admitted to the State Bar of New Mexico, the Colorado Bar Association and the State Bar of Texas. He has also been admitted to practice before the U.S. Tax Court, the U.S. District Court for the District of New Mexico and the U.S. Court of Appeals, Tenth Circuit. Mr. Swaim is listed in The Best Lawyers in America in tax law and in trusts and estates. He is also certified as a specialist in taxation law and estate planning, trusts, and probate law by the New Mexico Board of Legal Specialization. Prior to entering the practice of Law, Mr. Swaim worked for the Internal Revenue Service for seven years and practiced as a certified public accountant for three years. He previously served as chairman of the New Mexico State Bar Legal Specialization Committee for Estate Planning, Trusts and Probate and chairman of the Taxation Section of the State Bar of New Mexico. He is a member of the American Bar Association, the New Mexico Society of CPAs, the American Institute of CPAs, the Kingdom Advisors, the New Mexico Estate Planning Council and the New Mexico Planned Giving Council.
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