Providing Attentive, Strategic Counsel To Clients Since 1985
Amarillo National Bank Office
Amarillo National Bank office exterior
Gerald G. Morgan, Jr.
- Partner
- Estate Planning
- Probate
- Estate and Gift Tax Planning
- Estate and Gift Tax Returns
- Trust Administration Matters
- Business Succession Planning
- Business Entity Formation
- Business Contracts
- Real Estate Matters
- Oil and Gas Matters
- Merger and Acquisitions
- General Business Matters
Biography
Born September 4, 1955 in Paragould, AR. Jerry and his wife, Teri, have three children and nine grandchildren. Jerry enjoys spending time with the family, playing golf, reading, and writing. He has published one book on spiritual formation entitled “The Change Moment.”
Jerry has an accounting degree from Harding University and his law degree from The University of Texas School of Law in Austin. Jerry is Board Certified by the Texas Board of Legal Specialization in Estate Planning and Probate and focuses his practice on estate planning, probate, trust administration, and business entities.
Education
- The University of Texas School of Law, Austin, Texas
- J.D., Doctor of Jurisprudence - 1980
- Harding University Main Campus, Searcy, Arkansas
- B.S., Bachelor of Science - 1977
- Honors: summa cum laude
- Major: Accounting
Bar Admissions
- Texas, 1980
- U.S. Tax Court, 1989
- U.S. District Court Northern District of Texas, 1986
Certified Legal Specialties
- Estate Planning and Probate, Texas Board of Legal Specialization, 1989
Professional Associations
- State Bar of Texas
- Member of the Real Estate, Probate, and Trust Section
- Amarillo Area Bar Association
- Amarillo Area Estate Planning Council
- Southwest Church of Christ, Amarillo, TX, Elder, 2001 to Present
- Harding University, Searcy, AR, Member, Board of Trustees, 1995 to 2018
- The Hope & Healing Place, Member, Board of Directors, 2003 - 2004, 2019 - Present
- Tascosa Booster Club, President, Vice-President, and Treasurer, 2001 to 2004
- The Legion Project, 2014 to 2023
Published Works
- The Change Moment, Author
Pro-Bono Activities
- Elder, Southwest Church of Christ, Amarillo, TX (2001 - Present)
- Member, Board of Trustees – Harding University, Searcy, AR (1995 - 2018)
- Member, Board of Directors – The Hope & Healing Place (2003 - 2004, 2019 - Present)
- President, Vice-President, and Treasurer – Tascosa Booster Club (2001 - 2004)
- Member, Board of Directors, Secretary, and Treasurer – The Legion Project (2014 - 2023)
Representative Clients
- Available Upon Request & Includes Long Distance Communications,
- Individual business owners of a diversity of businesses (including general contractors, manufacturing, insurance, medical and related industries, retail and wholesale providers, real estate investment companies, oil and gas companies, and agricultural industries), physicians, corporate trustees, and bank trust departments, farmers and ranchers, and retired individuals.
References
- Amarillo National Bank
- Happy State Bank
- FirstBank Southwest
Past Positions
- Partner – Morgan Williamson LLP, Amarillo, Texas (1985 to Present)
- Partner, Thomas & Burdett, Hereford, Texas (1983 - 1984)
- Associate, Thomas & Burdett, Hereford, Texas (1980 - 1983)
- Colonial Trust Company, Director 1992 - 2004
- Nexum Mortgage Co., LLC (an originator of private mortgage loans) – President and Licensed Residential Mortgage Originator (2010 - 2015)
- Dore Energy Co, Ltd. – Partner and Vice-President (2010 - Present)
- Bison Properties, Ltd. – Partner and President (2001 - Present)
