Bernalillo Estate Planning Lawyer, New Mexico

Free Help: Use This Form or Call 800-814-6700

Member Representative

Call me for fastest results!
800-814-6700

Free Help: Use This Form or Call 800-814-6700

By submitting this request, I authorize you to forward my information to multiple potential lawyers and I agree to your Terms of Use and Privacy Policy including the Consent to Receive Automated Phone Calls, Emails and Texts. Information you provide is not privileged or confidential.

Sponsored Law Firm


Includes: Gift Taxation

Gregory W. MacKenzie Lawyer

Gregory W. MacKenzie

VERIFIED *Status is reviewed annually. For latest information visit here
Real Estate, Estate, Wills, Wills & Probate, Estate Planning

Greg has been a partner at Hurley Toevs Styles Hamblin & Panter PA since 2008. He was formerly a partner of the trust and estate litigation firm of Po... (more)

Simon A. Kubiak Lawyer

Simon A. Kubiak

VERIFIED *Status is reviewed annually. For latest information visit here
Estate, Wills & Probate, Estate Planning, Trusts
Licensed in Arizona, Nevada and New Mexico

Since 2003, Walk-In Wills has helped people in New Mexico protect their most precious assets. We understand that the estate planning process is intimi... (more)

FREE CONSULTATION 

CONTACT

505-903-7000

Becky A. Torres

Administrative Law, Collection, Civil Rights, Estate Planning
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Haviva Albert Graeber

Labor Law, Employment Discrimination, Gift Taxation, Employee Rights
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Andrea Christman

Personal Injury, Business & Trade, Estate Planning
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Rebecca A. Torres

Civil & Human Rights, Collection, Estate Planning, Water
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Judith L. Zabel

Elder Law, Commercial Real Estate, Estate, Gift Taxation
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Donald E. Swaim

Wills, Gift Taxation, Estate Planning, Business & Trade
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Stephanie D. Pauly

Real Estate, Estate Planning, Corporate
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Marcy Gentry Baysinger

Estate Planning, Private Schools, Elder Law, Disability
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Free Help: Use This Form or Call 800-814-6700

Member Representative

Call me for fastest results!
800-814-6700

Free Help: Use This Form or Call 800-814-6700

By submitting this request, I authorize you to forward my information to multiple potential lawyers and I agree to your Terms of Use and Privacy Policy including the Consent to Receive Automated Phone Calls, Emails and Texts. Information you provide is not privileged or confidential.

Lawyer.com

TIPS

Easily find Bernalillo Estate Planning Lawyers and Bernalillo Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

FUNDING A TRUST

Transferring ownership of property to a trust.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)
A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)
A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)
A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)
A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)
An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

SAMPLE LEGAL CASES

Oldham v. Oldham

... Id. {9} We granted Wife's petition for certiorari to address two issues: (1) whether a final judgment distributing marital property pursuant to Section 40-4-20(B) revokes the governing estate planning instruments of the deceased party when the deceased party dies during the ...

Oldham v. Oldham

... A judgment or decree terminating all property rights pursuant to Section 40-4-20(B) meets the definition of a divorce pursuant to Section 45-2-804(A)(2) and is sufficient to revoke governing estate planning instruments pursuant to Section 45-2-804(B)(1)(a). ...

Oldham v. Oldham

... A judgment or decree terminating all property rights pursuant to Section 40-4-20(B) meets the definition of a divorce pursuant to Section 45-2-804(A)(2) and is sufficient to revoke governing estate planning instruments pursuant to Section 45-2-804(B)(1)(a). ...

© 2025 LAWYER.COM INC.

Use of this website constitutes acceptance of Lawyer.com’s Terms of Use, Email, Phone, & Text Message and Privacy Policies.