Marcos A. Trujillo is a member of the firm’s commercial group where he focuses on trust and estate planning and public finance. As a law student, Marcos co-founded and served as treasurer for the University of New Mexico School of Law Estate Planning and Elder Law Society. He was a board member and student liaison for the Elder Law Section of the State Bar of New Mexico.

Also, during law school, Marcos clerked for Sutin, Thayer & Browne and worked as an extern for both Legal Aid’s Low Income Taxpayer Clinic and Senior Citizens’ Law Office.

For five years prior to attending law school, Marcos worked as a financial consultant with Charles Schwab, Inc. During his tenure there, he managed an investment advisory practice of more than $300 million in investable assets and built financial plans that included investment strategies, estate and tax planning.

    • The Sunset of the Tax Cuts and Jobs Act: Annual exclusion planning,”  August 22, 2024, National Business Institute

    • The Corporate Transparency Act: Its Impact on Corporate Entities and Trusts, August 22, 2024, National Business Institute Professional & Community Involvement

  • Currently expanding and emerging as a legal professional.

    • New Mexico Estate Planning Council, 2018-present

    • Elder Law Section, State Bar of New Mexico Board Member and Student Liaison

    • Elder Law Section, State Bar of New Mexico, Director, 2025-Present

    • UNM School of Law Estate Planning and Elder Law Society

    • New Mexico Estate Planning Council, Board of Directors

    • New Mexico Estate Planning Council, Director, 2024-Present

Admissions

  • New Mexico, 2024

Education

  • University of New Mexico School of Law, 2023, J.D., cum laude

  • University of Colorado at Denver, 2005, M.B.A.

  • University of New Mexico, 1999, B.S., Biology and B.A., English, magna cum laude

  • Advise clients on a wide range of business transactions, including mergers and acquisitions, entity formations, and commercial agreements.

  • Develop and implement comprehensive estate plans, powers of attorney, and ancillary documents tailored to clients’ objectives and family circumstances.

  • Conducted legal research and drafted memoranda on a variety of transactional and business law matters.

  • Researched federal tax law issues and assisted with client advocacy and correspondence before Internal Revenue Service.

  • Supported attorneys in matters involving landlord-tenant disputes, consumer protection claims, and adult guardianship proceedings.

  • Managed an investment advisory practice serving more than 200 households and overseeing more than $300 million in client assets.

  • Developed comprehensive financial plans integrating investment management, estate planning, retirement planning, and tax considerations to help clients achieve long-term goals.