Estate Planning & Administration

Each estate plan developed by Morris Law Group is customized to meet clients’ specific goals. However, all of the plans we design share the common objective of efficiently transferring assets to chosen beneficiaries with the least possible tax impact. After conducting a complex evaluation of the potential income, estate, gift and generation-skipping transfer taxes, we implement the appropriate planning tools, including the establishment of trusts, gifting programs, private foundations and the commencement of insurance planning and charitable planning.