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June 16-17 - Duty and Dirt: Holding Real Estate in a Fiduciary Capacity


Duty and Dirt: Holding Real Estate in a Fiduciary Capacity

Date: Thursday and Friday, June 16-18, 2022
Time: 9:00 a.m. - Noon
Credits: 3.0 G
Location: Ghost Ranch
Join the Real Property, Trust and Estate section for their
2nd Annual joint retreat to Ghost Ranch, NM.

June 16
Check in at 3:00 p.m.
June 17
Attend the CLE from 9:00 am - Noon

Topics to Include:
Life Estates and Fiduciary Duties
Josh Dwyer, Esq.

Oil and Gas and Fiduciary Duties
Joseph A. Schremmer, Esq.

Creating Vehicles to Manage Real Estate Holdings
Kenneth Leach, Esq.

Panel Discussion: Managing Real Estate in Trust
Camile Serrano, Sr. Vice President New Mexico Bank and Trust
Paul Reardon, Trust Officer Zia Trust
Skyler Wildenstein, President Empire Trust
Gregory W. MacKenzie, Moderator

Hiking and Dinner


June 18
Check out at 10:00 a.m.

Room and accommodations not included in this registration.
If you are planning on staying overnight, please contact Ghost Ranch.

FACILITY COVID POLICY: The Ghost Ranch facilities require proof of vaccination OR proof of a negative COVID test (72 hours prior to arrival at the ranch) for workshop and retreat guests, outside group participants and overnight stay guests. Masks are optional in all indoor locations. View the facility’s FAQs and COVID requirements here:

Please click here to find out additional information about Ghost Ranch.

Lunch for the Real Property, Trust and Estate Section retreat
is being sponsored by Zia Trust, Inc. and New Mexico Bank & Trust.

Important information & login instructions:
  • Registration closes a week before the program; registration and payment must be received prior to 10 a.m. MT the day before the event.
This program is considered a live program and attendees will receive live CLE credit after attending.

Jun 16 - Jun 17, 2022
9:00 AM MDT - 12:00 PM MDT
Ghost Ranch Education & Retreat Center 280 Private Drive 1708, US-84 Abiquiu, NM 87510

View map and directions

Duration 2 Days

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