Succession Planning PowerPoint presentations from the 2014 AgriFuture Educational Institute

Cristy Carbón-Gaul: Well, I’ll Get Around to It 

Cristy Carbón-Gaul practices primarily in the areas of estate planning, probate, guardianship and conservatorships.  Her estate planning practice includes both simple and tax-planned estates, and she has developed expertise in estate planning for unmarried couples.  She regularly assists owners of closely-held businesses in matters of corporate law and succession planning.  Cristy is a member of the New Mexico Estate Planning Counsel.  She was born and raised in Nebraska.  She graduated with her B.S. in Business Administration from Trinity University in San Antonio, Texas, and with her law degree from Creighton University in Omaha.  She and her husband, Dan Gaul, visited Albuquerque and decided to make New Mexico their home after Cristy graduated in 1997.  Much of their family has joined them in moving to Albuquerque.  Cristy and Dan have two kids, as well as several chickens and turkeys among their animal brood.  In her spare time, Cristy coaches her kids’ soccer teams and actively participates on a number of non-profit boards.

Bill Roberts: Preparing to Become the Next Generation

For more than 35 years, Bill Roberts has devoted his career to the service of others in the area of wealth transition planning.  The business he co-founded in 1978, now known as AUCTORIS, serves clients in more than 20 states.  AUCTORIS bills itself as being “in the business of helping families consciously craft their legacies instead of letting it happen by default.”  Bill’s approach is unique in that he includes the family’s intangible assets and liabilities into their estate planning.  He practices a values-based planning process and uses a clearly stated set of principles and values from each client that then drives the planning process to a successful conclusion.  Bill graduated from Valdosta State University with a Bachelor of Science in mathematics and a minor in physics.  He then entered the Air Force, flying 130 missions over North and South Vietnam.  Bill and his wife, Joy, share time between their homes in Scottsdale, Arizona and Castle Pines, Colorado.  They have two sons and five grandchildren.  One son is following in Bill’s footsteps and working for AUCTORIS.  Working with his son has provided Bill with up-close and personal experience with the issues and conflicts that exist in family business succession.