Find Lawyers in Albuquerque, New Mexico for Trusts and Estates
Richard C. Minzner 505.768.7330 firstname.lastname@example.org Education Harvard University, (LL.B.) Harvard College, (B.A., cum laude) Professional Experience Mr. Minzner is a director in the Albuquerque office. He serves as the Chairman of the Business Department. His practice involves lobbying and other representation of clients before state and local governmental bodies and state taxation matters. Mr. Minzner has been a legislative lobbyist since 1995. His government relations clients have included m...
Marjorie Rogers represents businesses, tax-exempt organizations and individuals in the areas of federal taxation, estate planning and administration, including probate litigation, employee benefits and ERISA. She has more than thirty years' experience advising clients on their complex tax issues, wills, trusts, family succession plans, retirement plans, and business entity planning. Marjorie listens to her clients to determine their individual goals and helps clients achieve them with a plan ...
R. Tracy Sprouls 505.768.7355 email@example.com Education University of Florida College of Law, Graduate Tax Program (LL.M., 1993) University of New Mexico College of Law (J.D., 1981) University of New Mexico (B.A., 1978) Professional Experience Prior to obtaining his Master of Laws degree in Taxation in 1993, Mr. Sprouls had a litigation practice in Roswell, New Mexico for eleven years. From 1993 to 2000, he practiced primarily in tax and estate planning in West Texas and Southeastern New M...
Robert M. St. John 505.768.7337 firstname.lastname@example.org Education Yale University (LL.B., 1959) Yale University (B.A., 1954) Professional Experience Mr. St. John’s current practice focuses on a broad range of commercial and civil litigation areas. His experience includes financial and real estate transactions, banking, commercial transactions, securities, contracts, general corporate matters, insurance coverage disputes, and trust and estate disputes. Mr. St. John has significant experience i...
After graduating from Deming High School in southern New Mexico, Ms. Wilcox attended George Washington University in Washington, D.C. where she earned a Bachelor of Arts (cum laude) in political science. After graduating from George Washington University, Ms. Wilcox returned to New Mexico and attended the University of New Mexico School of Law. Ms. Wilcox earned her Masters of Law in Taxation (“LL.M.”) from New York University, and subsequently returned to New Mexico to practice l...
Trusts and Estates Definition
How Can a Trusts and Estates Attorney Help You?
Trust and estate attorneys help clients plan for the efficient and effective transfer of assets to spouses, to younger generation family members, to other persons clients wish to benefit, and to charities. The practice involves the preparation of trust agreements, wills, powers of attorney, medical directives, and closely held business structures, including partnerships, limited liability companies, and corporations.
What are the Trusts and Estates Practices Focal Points?
When attorneys begin the planning process, they consider your objectives, your family relationships, charitable inclinations, and the relationship of federal and state estate tax, gift tax, and generation skipping transfer tax laws to these objectives. Attorneys then work with you and, in some cases, with other advisers to design the appropriate plan to meet your goals and objectives, prepare the necessary documents to carry out the desired plan, and assist with the implementation of your plan. In connection with family wealth planning, attorneys plan and draft trust agreements and wills, create various business entities, and carry out business reorganizations.
Trust and estate attorneys also handle the administration of estates. Attorneys confer with members of a decedent’s family on the various issues, including:
• Assistance to the executor with the preparation of the required probate documents and assist in valuation of estate assets
• Making insurance claims
• Preparation of final income tax returns and the estate’s income and federal and state estate tax returns
• Monitoring of the investment of the estate’s assets
• Arranging for the distribution of the estate’s net assets
• Throughout the administration of an estate, consideration is given to income tax savings through the timing of distributions and the timing and claiming of appropriate deductions.
In the trust administration area, attorneys advise and consult with corporate and individual trustees concerning the discharge of the trust’s terms and consult with beneficiaries concerning trust administration matters including the preparation of trust accounts.
Trust and Estate attorneys also assist clients in all phases of probate and trust litigation. This may involve construing or reforming the terms of a will or trust, prosecuting or defending a will contest action or surcharge actions against trustees.
What is a Trusts and Estates attorneys goal for its clients?
The goal of an trust and estate attorney is to assist clients to achieve their personal goals while obtaining the significant tax savings which may be available to them through proper planning. Attorneys in the practice spend a significant amount of time dealing with the federal estate, gift, and generation skipping tax issues involved in transfer planning.
Recognition by Best Lawyers is based entirely on peer review. Our methodology is designed to capture, as accurately as possible, the consensus opinion of leading lawyers about the professional abilities of their colleagues within the same geographical area and legal practice area.
Best Lawyers employs a sophisticated, conscientious, rational, and transparent survey process designed to elicit meaningful and substantive evaluations of the quality of legal services. Our belief has always been that the quality of a peer review survey is directly related to the quality of the voters.
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