Elizabeth Morgan,


Elizabeth Morgan and Associates

Elizabeth Morgan, Elizabeth Morgan and Associates, represents a wide array of clients faced with multi‐jurisdictional tax, estate, and business planning issues. She is experienced in the design of complex estate and business plans for U.S., non‐U.S., and dual‐citizen clients, and in assisting such clients with pre‐immigration and expatriation tax planning.  Ms. Morgan frequently advises clients on the resolution of international tax and treaty issues in connection with their estate and business planning, and serves as outside counsel to several high-net-worth family offices.  She has formulated and administered estate and business plans for individuals and entities with ties around the world.  In addition to her expertise in the design, administration, and tax compliance of both inbound and outbound foreign trust and business structures, she has an extensive background in traditional probate, trust, and estate administration. A frequent author and speaker in the areas of domestic and international estate planning, asset protection, and foreign trust planning and tax compliance, Morgan has been quoted in various publications, including the Wall Street Journal, Practical Accountant, Investments & Wealth Monitor, and Bloomberg Wealth Manager. She is a contributing author (since 1995) and co‐editor (since 2000) of the four‐volume treatise, Asset Protection: Domestic and International Law and Tactics (Thomson/West Group).  She earned a J.D., University of Texas School of Law.  A board-certified estate planning attorney, she affiliates with the Texas Bar Association to stay on top of new trends in the legal field.  In recognition of her excellence over nearly three decades, she earned an AV Preeminent Award and a women's AV Preeminent Attorney rating from Martindale Hubbell.