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 that they understand and with which they are comfortable. While she has experience in drafting complex estate planning documents such as intentionally defective trusts, charitable remainder trusts, charitable lead trusts, qualified domestic trusts, insurance trusts and family limited liability companies, she does not believe each situation necessarily warrants these types of trusts. Marjorie works with each client to develop an individual plan to meet the client's needs. Most of her clients have been with her for many years and refer family and friends.
In addition to her practice, Marjorie is active in community and professional non-profit organizations. For more than fifteen years she has been involved with and is a Past Chair of the Board of Directors of WESST, a statewide small business incubator that helps low-income women and minorities achieve financial self-sufficiency through sustained self-employment.
Marjorie is a Fellow in the American College of Trust and Estate Counsel (ACTEC) and is a member of that organization’s Charitable Organizations and Employee Benefits Committees as well as the State Chair for New Mexico. Recognized by Chambers USA as being “well respected for her work on trusts and federal tax,” Marjorie provides expert advice to both private and nonprofit organizations pertaining to IRS audits and company liquidation, among other areas. Her expertise also includes trusts and succession planning. She has also achieved the AV® rating from Martindale-Hubbell, the highest rating possible. She has received recognition from Best Lawyers in America® for more than 10 years, and was selected as Employee Benefits (ERISA) Law “Lawyer of the Year” in 2015 and 2019, and selected in 2013 as Tax Law “Lawyer of the Year” in Albuquerque. She is among those listed in Southwest Super Lawyers® and was honored as a Woman of Influence in 2011 by New Mexico Business Weekly. Marjorie serves as Chair of the firm’s Tax, Probate and Business practice and Chair of the Nonprofit/Tax-Exempt Organizations industry group.
Before joining Modrall Sperling, Marjorie worked with the Chief Counsel’s Office of the Internal Revenue Service in Washington, D.C. and on the Tax Counsel Staff of General Motors Corporation in Detroit, Michigan.