Marjorie A. Rogers

Marjorie A. Rogers: Expert Estate Planning & Tax Law Attorney in Albuquerque

Marjorie A. Rogers is a highly respected attorney specializing in federal taxation, estate planning, and administration, providing comprehensive legal counsel to businesses, tax-exempt organizations, and individuals. With over thirty years of experience, she’s dedicated to crafting tailored solutions that align with her clients’ unique goals and values. Marjorie’s approach centers on building strong, lasting relationships based on trust and understanding, meticulously listening to each client to determine their specific needs and developing plans they fully comprehend and feel confident in.

Marjorie’s expertise spans a wide range of complex legal issues, including probate litigation, employee benefits and ERISA matters, and sophisticated estate planning strategies. She’s a recognized authority on drafting intricate estate planning documents such as intentionally defective trusts, charitable remainder trusts, charitable lead trusts, qualified domestic trusts, insurance trusts, and family limited liability companies. Importantly, Marjorie takes a client-centered approach, carefully evaluating each situation to determine the most appropriate strategies – not automatically resorting to complex trusts when a simpler solution is sufficient.

Beyond her technical proficiency, Marjorie is deeply committed to her community. She serves as a Past Chair of WESST (Women’s Enterprise Small Business Incubator Training Service), a statewide incubator that empowers low-income women and minorities to achieve financial self-sufficiency through sustained self-employment. This dedication reflects her core belief in fostering economic opportunity and supporting entrepreneurship.

Marjorie’s professional standing is underscored by her Fellowship in the American College of Trust and Estate Counsel (ACTEC), a prestigious honor recognizing her expertise in her field. As a State Chair for New Mexico within ACTEC, she plays a vital role in shaping legal standards and promoting best practices. Her recognition extends to Chambers USA, where she’s lauded as “well respected for her work on trusts and federal tax,” and she’s consistently ranked among the top lawyers by Best Lawyers in America®, including her designation as “Lawyer of the Year” for Employee Benefits (ERISA) Law in 2015, 2019, and Tax Law in Albuquerque in 2013. She’s also a featured attorney with Southwest Super Lawyers® and received the Woman of Influence award in 2011 from New Mexico Business Weekly.

Marjorie’s commitment to excellence is further validated by her AV® Preeminent Peer Review Rated rating from Martindale-Hubbell, the highest possible accolade, demonstrating her exceptional legal skills and client service. Her legal acumen is consistently recognized, evidenced by her ongoing accolades and awards, including her consistent recognition in Best Attorney USA since 2003.

Key Areas of Practice:

• Business Organizations: Including LLCs, Partnerships, Closely Held Companies, and Family Businesses – providing strategic legal guidance for business formation, governance, and operational matters.
• Tax Law: Offering comprehensive expertise in federal taxation, including tax planning, compliance, and representation in IRS audits and disputes.
• Estate Planning & Administration: Developing and executing customized estate plans, including wills, trusts, and probate administration, ensuring assets are protected and distributed according to clients’ wishes.
• Probate Litigation: Representing clients in probate disputes, challenging will contests, and navigating the complexities of probate court proceedings.
• Employee Benefits (ERISA): Providing expert legal advice on employee benefit plans, compliance, and ERISA litigation.
• Nonprofit / Charities Law: Supporting nonprofit organizations with legal guidance on tax-exempt status, governance, and compliance.
• Trusts & Estates: Specializing in the creation, administration, and litigation of trusts and estates, offering sophisticated solutions for wealth preservation and transfer.

Education & Credentials:

• Awards & Recognition: Lawyer of the Year: Litigation and Controversy - Tax, Albuquerque (2021); Lawyer of the Year: Employee Benefits (ERISA) Law, Albuquerque (2019 & 2015); Lawyer of the Year: Tax Law, Albuquerque (2013); Recognized: Business Organizations (including LLCs and Partnerships); Recognized: Closely Held Companies and Family Businesses Law; Recognized: Employee Benefits (ERISA) Law; Recognized: Litigation and Controversy - Tax; Recognized: Nonprofit / Charities Law; Recognized: Tax Law; Recognized: Trusts and Estates; Fellow, American College of Trust and Estate Counsel; AV® Preeminent Peer Review Rated (Martindale-Hubbell); Southwest Super Lawyers® (derived from a lawyer survey); Recognized in Best Attorney USA since 2003
• Bar Admissions: New Mexico Bar
• Professional Affiliations: American College of Trust and Estate Counsel (ACTEC), Charitable Organizations and Employee Benefits Committees; State Chair for New Mexico, ACTEC; Chambers USA America’s Leading Lawyers for Business in Corporate/Commercial: Tax; Martindale-Hubbell Bar Register of Preeminent Women Lawyers

Contact:

City: Albuquerque

State: New Mexico

Country: United States