Meet Our Professionals

Jeffery J. Morris

Counsel
Charlotte | 704.335.9864
Fax | 704.334.4706
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Jeffery Morris represents clients in matters involving trusts, estate planning, estate administration, and taxation, including achieving and maintaining tax-exempt status. He practices in the areas of federal and state income, estate, gift, and 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 client of 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

  • Business North Carolina magazine's "Legal Elite," Young Guns, 2019
  • Order of Wig and Robe, University of South Carolina School of Law

Memberships

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