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Course Overview

As a benefit of the Osher Lifelong Learning Institute (OLLI) at UNM Continuing Education, members are able to register for free Members-only events throughout the year, including lectures and movie nights.

To register, simply choose an upcoming open event and click "register now". You must be signed in and have an active OLLI membership to enroll.

To learn more about becoming a member, click here.

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Enroll Now - Select a section to enroll in
Type
In-Person Class
Days
Th
Time
10:00AM to 11:30AM
Dates
May 22, 2025
Schedule
View Details
Contact Hours
1.5
Location
Delivery Options
In-person  
Course Fee(s)
Fee non-credit $0.00
Drop Request Deadline
May 19, 2025
Transfer Request Deadline
May 19, 2025
Instructor(s)
Section Notes

Everyone needs an estate plan. It's not safe to assume a last will and testament is adequate to protect your loved ones and your assets. While estate planning is often about planning for the future, there are actions you can take today to ensure your beneficiaries, including your chosen charities, receive what you intend. This interactive lecture-discussion will explore the key elements of an effective estate plan, discuss various ways to include charities, and answer your questions about the process.

Presenters:

Elizabeth Harcombe, CFRE, Director of Development/Planned Giving, UNM Foundation

Elizabeth Harcombe began her nonprofit career in 2005 after a decade as a classical pianist and instructor at Lewis & Clark College. She has since held various roles in operations, programs, events planning, fundraising, and executive management. In 2020, she became the Director of Development of Planned Giving at the University of New Mexico Foundation. Elizabeth has served on numerous volunteer boards and committees, including the Colorado Planned Giving Roundtable, Habitat for Humanity Santa Fe, Women’s International Study Center, and Meals on Wheels Albuquerque. She is a Certified Fundraising Executive (CFRE) and holds a Certificate in Fundraising Management from Indiana University’s School of Philanthropy. Elizabeth lives in Santa Fe, NM with her husband, a scientist at Los Alamos National Laboratory, and their cat Pico and dog Pablo.

 

Dan Monte, Of Counsel, Ashton Horton Mullins PC

Dan brings over 30 years of experience in estate planning, estate administration, and fiduciary services to Ashton Horton Mullins PC as Of Counsel.  Dan is based in Santa Fe, New Mexico and practices exclusively estate planning for clients.  Dan provides comprehensive estate planning legal services including trusts, real estate, and business planning.

Dan has called New Mexico home for most of his life.  Dan grew up in New Mexico and received his Bachelor’s Degree from the University of New Mexico.  Dan moved to the Midwest to attend law school at Creighton University in Nebraska.  Dan is licensed to practice law in both New Mexico and Missouri and has practiced law and acted in fiduciary capacities in both states.  In addition to practicing law, Dan has worked as chief fiduciary officer and senior level vice president for banks and trust companies.

Dan enjoys spending time with his family and traveling, fly fishing, and woodworking.

Additional Information

Proof of vaccination or a negative COVID-19 test is no longer required for entry. Masks are recommended.

A current OLLI Membership is required to register for this course, please click here to add to your cart. Please purchase one membership per account.

This class is eligible for UNM Tuition Remission under Personal Enrichment.

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