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Law You Can Understand
Much of my career has been spent teaching and presenting on tax and estate planning topics. This experience has earned me a reputation for being able to communicate complex issues in a way that clients understand. In addition, I have invested hundreds of hours of time developing language that enables me to create highly customized documents for each individual client, for handling unique assets, for diverse expectations and requirements for the intended beneficiaries , and utilizing trusts to minimize tax exposure.
A Focus on each client
Each person and family situation is unique. I have worked with clients who are open and transparent with their planning, clients who have an estranged family member, clients who struggle with fairness and what that should mean, second marriages, non-citizen spouses, and clients with beneficiaries with different medical, educational, and financial needs. With each client, I listen to those needs, goals, expectations, and family circumstances, so that I can present creative solutions to difficult family dynamics. From providing incentives for beneficiaries to be productive, to safety nets for unexpected difficulties, to providing a separate pocketbook on the death of the surviving parent to insure the children will continue to get together.
Legal Disclaimer
This website is designed to provide broad basic information and to be able to contact Attorney Morse. It is not legal advice and you are not a client until that relationship has been specifically agreed to in writing.