Practice Areas

A comprehensive estate plan is based on the wishes and desires of each client and his or her family. It should be designed to protect assets and personal property, and to direct their timely disposition in a pre-arranged manner. A good plan also provides for all eventualities, including the need for individual protection.

• Wills and Advance Directives
• Estate Plans
• Living Trusts
• Probate Administration
• Powers of Attorney
• Guardianship

The assets acquired over a lifetime deserve to be protected to preserve their value and utility for estate beneficiaries. Often, some type of trust is the best vehicle for asset protection. Nevertheless, it's important that any trust be structured correctly to insure that both the principal and the interest continue and to avoid the threats of nuisance lawsuits.

• Offshore Trusts
• Spendthrift Trusts/Nevada Onshore Trusts (NOST)
• Separate Property Trusts
• Homestead Exemption
• Gifting

Just like individuals and families, a business needs a plan to protect its assets and insure its continuation into the future. Succession planning should be especially a priority for family businesses, because of the complicated relationships and emotions involved. A good plan deals with ownership, management and tax issues and results in an orderly transition and peace of mind. The Law Offices of Gregory J. Morris work with families and with corporate owners and officers to insure a positive outcome for any business succession.

• Intentionally Defective Grantor Trust (IDGT)
• Limited Liability Companies
• Family Limited Partnerships
• Tax Planning

Today's legal environment and tax laws allow for the establishment of a variety of trusts that can meet investment and income objectives. However, the variety and complexity of the options, and the need for absolutely transparent administration, make this a difficult job for any family. The Law Offices of Gregory J. Morris are familiar with the advantages and disadvantages of the various trust and administration options available to its clients. Many families choose to rely on our expert advice and counsel to negotiate the intricacies of trust administration. Greg Morris has extensive experience in orchestrating and managing complex trust administration matters.

• Trust Establishment
• Funding Subtrusts
• Trust Settlements

Charitable giving is an important part of most estate planning. It's an effective way to minimize taxes while accommodating your wishes for your estate. In order to maximize the benefits to your family, and to your favorite philanthropic causes, it's imperative that the transaction be structured to meet your individual needs. A careful analysis of your circumstances and objectives is a good place to start. The professionals at The Law Offices of Gregory J. Morris can create a structure that maximizes the value of your gifts and bequests and minimizes any tax liability for both your estate and the recipient.

• Charitable Gifts and Trusts
• Foundations
• Family Gifts and Trusts