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Meet Our Professionals

Jeffery J. Morris

Charlotte | 704.335.9864
Fax | 704.334.4706

Jeff Morris focuses his practice on estate tax planning for business owners, real estate developers, and other clients. He is a North Carolina State Bar board certified specialist in estate planning and probate law. He also maintains several Q&A guides on estate planning topics for Practical Law, a Thomson Reuters product that reaches a global audience of corporate law departments and law firms.

Jeff has deep experience preparing and implementing transfers with irrevocable trusts such as dynasty trusts or spousal lifetime access trusts (SLATs), as well as other sophisticated gift tax strategies to minimize transfer taxes, including generation-skipping transfer taxes. His practice also includes providing guidance for specific issues related to partnerships, S corporations, and limited liability companies.

Representative Experience

  • Designed and implemented strategies to maximize the transfer of assets for gift and estate tax planning purposes.
  • Prepared trust and estate planning documents.
  • Created family companies and assisted with structuring organizational and governing documents.
  • Advised on strategies for income tax planning involving real estate and business activities.
  • Prepared and assisted with structuring conservation easement.
  • Created tax-exempt entities and prepare documentation to achieve exempt status.
  • Advised clients regarding issues in estate and fiduciary litigation.
  • Guided families through the estate administration process.

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Honors & Awards

  • North Carolina State Bar Board Certified Specialist in Estate Planning and Probate Law
  • The Best Lawyers in America in Closely Held Companies and Family Businesses Law, 2021-2024; Tax Law, 2021-2023; Trusts and Estates, 2024
  • Business North Carolina magazine's "Legal Elite" in Tax Estate Law, 2021-2022, Young Guns, 2019
  • North Carolina Super Lawyers Rising Star, 2021-2023
  • Order of Wig and Robe, University of South Carolina School of Law


  • Mecklenburg County Bar, Chair of the Estate Planning & Probate Section, 2014-2015
  • South Carolina Law Review, Technology Editor