Jeffery Morris
Partner at Parker Poe Adams & Bernstein Llp
Based in Charlotte, United States
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Seniority
Director
Department
Legal
Location
Charlotte
Industry
Law Practice
Company size
606
Contact information
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j•••••••@parkerpoe.com
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Background
About Jeffery Morris
I focus my practice on estate tax planning for business owners, real estate developers, and other clients. I am a North Carolina State Bar board certified specialist in estate planning and probate law. I also maintain 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. I have 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. My practice also includes providing guidance for specific issues related to partnerships, S corporations, and limited liability companies.
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