Morris Law Group, PLC is a law firm focused on estate planning, probate, business transactions and structuring, and real estate transactions.
Morris Law Group, PLC offers comprehensive estate planning for individuals and families of all sizes and wealth levels, including asset protection, wills, probate, trusts, and real estate transactions.
Whether it'ÂÂs managing a will through probate, a simple trust for a couple who owns a home in California, or a complex estate plan involving multi-tiered structuring, structured lifetime gifting, and advanced irrevocable trust strategies, you will get the estate planning and trust solutions you need to protect your assets, avoid probate, minimize taxes, and ensure that your estate passes to your heirs quickly, efficiently, and as inexpensively as possible.
Estate Planning, Trust, & Probate Services include:
Health Care Power of Attorney
Financial Power of Attorney
Managing the Probate Process
Conservatorship and Guardianship
Real Estate Transactions
Asset Allocation and Trust Subdivision
Estate tax Planning and Strategy
Capital-Gains Tax Planning
Many of our clients come to us with an estate plan already drafted. For these clients, we offer a free comprehensive estate plan and trust review to ensure that their existing trust meets their current needs and are in compliance with ever-changing trust and tax laws.
At Morris Law Group we also help families plan for nursing home care and other elder-care-related issues. Through the use of innovative strategies and comprehensive planning, we can ensure that you and your family are able to take advantage of the healthcare benefits available to seniors in California without exposing your assets to recovery and forfeit.
Attorney David R. Morris is a Certified Specialist in Estates, Trusts, and Probate, certified by the State Bar of California. Certified Specialists undergo rigorous peer review, testing, and education to certify that they are experts in their subject matter areas. Fewer than two percent of attorneys in California become Certified Specialists in any area of lawÃ¢ÂÂthe designation serves as an indication that the attorney is skilled, experienced, and knowledgeable in the specialty area.