Joshua “Josh” Dwyer practices primarily in the Firm’s Las Cruces, New Mexico office. He assists clients with estate planning, probate, estate, and trust administration as well as business-related legal matters.
By assisting clients in determining which estate planning documents will best meet their individual needs, Josh has been able to assist clients plan for the future and make decisions that reflect their particular priorities and values. In addition to designing and drafting estate planning documents, including wills, living trusts, testamentary trusts, powers of attorney, and advanced health-care directives, Josh advises clients on probate matters, the administration of trusts and estates, and various matters related to business succession planning, contracts, and transfers of ownership. By advising fiduciaries regarding their responsibilities, duties, and authority, Josh has assisted personal representatives and trustees in the administration of trusts and estates.
Josh also advises clients with regard to federal and state taxation, specifically transfer taxes associated with the federal estate tax, federal gift tax, and federal generation-skipping transfer tax. This is done in a variety of ways, including properly structuring the client’s estate to minimize the exposure to transfer taxes and in some cases advising clients to undertake specific gift planning techniques.
Josh is a member of the Real Property, Trust & Estate Section, Taxation Law Section, and Business Law Section of the State Bar of New Mexico. He also serves as an officer and director for the Southern New Mexico Estate Planning Council and is a member of the Planning Committee for the Estate Planning Institute.
An active member in the Las Cruces civic and charitable community, Josh serves on the Mesilla Valley Hospice Board of Directors and is a member of the Rio Grande Rotary Club. Josh is a member of Grace Covenant Church where he attends with his wife and five children.