Each estate plan developed by Morris Law Group is customized to meet clients’ specific needs and
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, entity freezes, private foundations and the commencement of
insurance planning and charitable planning.