Elizabeth Morgan & Associates is a leader in the field of international tax, estate, business, and asset protection planning and sought after by wealth management advisors, accountants, family-office managers, and other professionals for guidance on the complex legal, tax, and compliance issues faced by multi-jurisdictional and high net worth clients.
The primary focus of our practice is international trust and estate planning. As such, we are involved in the design, implementation, and administration of complex domestic estate planning as well as foreign trust and related business, investment, and life insurance structures, including the tax planning and compliance aspects of such structures for both United States citizens or residents and foreign individuals who have United States assets or other connections to the United States that necessitate advice about United States tax or administrative matters.
In addition to this niche practice, the professionals at Elizabeth Morgan & Associates possess a broad range of experience in traditional tax, estate, and business planning, as well as trust and estate administration and probate. We provide significant value in our representations, with decades of experience in each of our practice areas and by maintaining and cultivating close relationships with professionals in almost 30 foreign jurisdictions as well as in nearly every state in the U.S.
We take pride in proactively and conscientiously pursuing our clients’ goals within the strictest ethical boundaries of the legal profession. In doing so, we recognize that our representation often involves deeply personal issues that require a tremendous measure of personal respect and we strive to always communicate in a way that brings honor to those relationships which our clients place in our care. As a firm, we are committed to adhering to the highest standards of honesty and integrity, always putting our clients’ needs first.
The core clientele of the firm is high net worth individuals. Many of the firm’s domestic estate planning clients reside in Texas, although the majority of the firm’s international estate planning clients reside outside of Texas, throughout the United States, and abroad. The firm also advises certain financial service providers on matters related to U.S. tax, asset protection, life insurance, and estate planning issues, as well as counsels various charitable organizations, both public and private, on a wide variety of matters.
Elizabeth Morgan is board certified in all of the firm’s practice areas. In addition, the firm is AV rated and is listed in the Martindale Hubbell Bar Register of Preeminent Lawyers under Asset Protection, Tax Law, Trusts and Estates, and Wills and Probate.
7710 N FM 620, Building 13C, Suite 100
Austin, Texas 78726
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