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Delve into comprehensive instruction on the requirements, mechanics and pitfalls of financial planning with supplemental needs trusts. Arm yourself with an arsenal of tools to ensure the very special needs of ALL your clients are met to the fullest. Order today!
This program has been approved by the New Mexico Minimum Continuing Legal Education Board. This program may qualify for up to 6.0 hour of self-study credit, including 0.0 hours of self-study ethics credit. No more than 4.0 hours of self-study CLE credit may be earned during a reporting period.
JOHN A. BUDAGHER III is an attorney with Budagher & Associates in Albuquerque, New Mexico. He is a second-generation attorney at the firm. Mr. Budagher specializes in taxation and has experience handling contract disputes, business formation, estate planning, and elder law. He received a degree in mathematics from the University of New Mexico, his Juris Doctor from Thomas. M. Cooley Law School in Michigan, and an LL.M. degree in taxation from the University of Alabama. Mr. Budagher was admitted to the State Bar of New Mexico. Before law school, he worked in the family firm as a legal assistant. During law school, he clerked for Grand Rapids Family Law Clinic, where he advised and represented low-income clients on their family law matters. Mr. Budagher also spent nine months abroad studying international law in Australia, New Zealand, Canada, and Italy where he met and studied under U.S. Supreme Court Chief Justice John Roberts.
MICHAEL J. KIEFER is the vice president of the financial services firm of Mark J. Napolin & Associates. The practice is focused on estate planning, business succession, financial, and retirement planning for family and closely held business owners and professionals. Mr. Kiefer brings 25 years of experience in the financial markets. Through the years, he has earned the Series 7, 65, 24 and 66 licenses through the Financial Industry Regulatory authority. Mr. Kiefer serves on the board of the New Mexico Society of Financial Services Professionals. He received his MBA from Colorado State University in 2006, as well as an undergraduate degree in biology in 1994.
SUSAN K. TOMITA is a sole practitioner in Albuquerque, New Mexico, where she practices in the areas of estate planning and elder law. Ms. Tomita is admitted to practice in New Mexico and California. She co-wrote the Handbook for Guardians and Conservators: A Practical Guide to New Mexico Law and Alternatives to Guardianships and Conservatorships, both published by the New Mexico Attorney General's Office. Ms. Tomita is listed in The Best Lawyers in America. She is a former chairperson of the Elder Law Section of the State Bar of New Mexico, served on the Board of Directors of the Alzheimer's Association and Friends in Time (serving persons with multiple sclerosis and Lou Gehrig's disease), and served on the State Bar of New Mexico's Committee on the Delivery of Legal Services to Persons with Disabilities. Ms. Tomita is a member of the State Bar of New Mexico (Real Property, Probate and Trust Section), the New Mexico Estate Planning Council, the Special Needs Alliance, and the National Academy of Elder Law Attorneys. She earned her B.A. degree from Stanford University and her J.D. degree, magna cum laude, from the University of Santa Clara Law School.