Practice AreasWills, Trusts, Probate and Estate Planning Law
Preparation of simple Wills | Preparation of complex Wills with trusts | Preparation of Wills with Credit Shelter Trusts (By-Pass Trusts), Marital Trusts, and Generation Skipping Trusts
Including Credit Shelter Trusts (By-Pass Trusts), Marital Trusts, and Generation Skipping Trusts | Pour-Over Wills and related documents | Complete funding of revocable living trusts (transfer of assets to trusts)
Grantor Retained Annuity Trusts (GRATs) | Intentionally Defective Grantor Trusts | Irrevocable Life Insurance Trusts | Charitable Trusts | Charitable Remainder Trusts | Traditional Bypass planning with Credit Shelter and Marital Trusts | Other gift strategies
Handling of the probate of wills | Independent Administration of Estates | Probate as a Muniment of Title | Other matters incident to the administration of estates, including complex estates
Preparation of Buy-Sell Agreements, Shareholder Agreements and other succession planning tools
Corporations | S Corporations | Limited Partnerships | Limited Liability Companies | Professional Associations | Limited Liability Partnerships
Gerald G. Morgan, Jr.