Estate Planning

Modrall Sperling’s estate planning practice is based upon the experience and education of its members which covers the broad range of issues arising in the area. Many of the firm’s estate planning practitioners have advanced legal degrees in taxation, which allows them to negotiate the intricacies of federal tax law while addressing the client’s estate planning needs.

Advising Clients and Preparing Documentation

We advise and prepare documentation for our clients regarding the many aspects of the estate planning process including: drafting of wills, inter vivos (living) and testamentary trusts, and supplemental estate planning documents such as powers of attorney and advanced health care directives; advice concerning charitable and non-charitable giving, including charitable trusts and private foundations, business succession planning, and other wealth transfer planning strategies.

We represent our clients through all stages of the estate planning process, from planning and drafting a will or trust in combination with a will, to the probate and administration of the estate, preparation of the federal and state estate and inheritance tax returns, coordinating multistate proceedings where a decedent’s property is located outside New Mexico, assisting personal representatives and trustees in administering and distributing estate and trust property, and advising representatives and heirs with respect to a variety of postmortem planning options.

Estate Planning & the Transfer of Business Interests

The firm’s related commercial law and real estate law practices allow our estate planning lawyers to deal with estate planning problems unique to the transfer of business interests. In addition, our lawyers advise clients regarding the use of family corporations and partnerships to facilitate transfers of property during life and upon death.

In the event that it is necessary to litigate with regard to an estate or probate, the firm’s estate planning expertise combined with its litigation experience provide clients the ability to negotiate, defend, or pursue any issues that may arise through litigation and/or appeal.

Estate Planning Lawyers

 

Estate Planning Articles