estates-and-trusts

Sacramento Estate and Trust Attorney

A good Estate and Trust Attorney in Sacramento can ensure that you not only have a plan, but a strong legal and financial infrastructure to protect assets, enable generational asset transfers while minimizing tax liability, and ensure that both your family and business are protected today and into the future

Morris Law Group, PLC, with offices in Sacramento and El Dorado Hills,  offers comprehensive estate planning, as well as trust development and administration for Sacramento valley individuals and families of all sizes and wealth levels. Whether it’s a simple trust for a couple who owns a home in Sacramento, or a complex plan involving multi-tiered structuring, structured lifetime gifting, and advanced irrevocable trust strategies, you will get the solutions you need to avoid probate, minimize taxes, and ensure that your estate passes to your heirs quickly, efficiently, and as inexpensively as possible.

estate-planning-attorneyEstate Planning & Trust Services include:

  1. Trusts (both simple and complex)
  2. Pour-over wills
  3. Powers of Attorney (health care and financial)
  4. Probate
  5. Conservatorships and Guardianships
  6. Asset allocation and trust subdivision at the death of a spouse
  7. Estate tax planning and strategy
  8. Capital-gains tax planning

Many of our Sacramento-area estate planning clients come to us with estate plans already drafted. For these clients, we offer free comprehensive trust reviews to ensure that their existing trusts meet their current needs and are in compliance with ever-changing trust and tax laws.

Speak to an Experienced Estate Planning and Trust Attorney Today!
(916) 789-9810

With offices in Sacramento and El Dorado Hills, our attorneys provide estate planning, probate administration and business transaction legal services in the communities of El Dorado Hills, Sacramento, West Sacramento, South Sacramento, Midtown Sacramento, Natomas, Folsom, Granite Bay, Rancho Cordova, Citrus Heights, Carmichael, Roseville, Cameron Park, Shingle Springs and Placerville.

Business Transactions and Structuring Attorney

At Morris Law Group we pride ourselves on offering small and medium-sized businesses the same powerful business structuring tools that have traditionally been available only to larger business entities. We work with businesses in all phases of their life cycles, from formation, expansion, acquisition, through wind-up and dissolution. For existing businesses we also offer a full suite of ongoing business consulting and legal compliance services, including annual meetings, corporate reviews, contract drafting and review, and negotiations.

For some of our clients, we develop an “outside general counsel” relationship. Small businesses rarely need or can afford to have a full-time attorney on staff. For these businesses, we become a trusted advisor, counseling on a wide variety of legal and business matters, and referring to trusted colleagues when appropriate.


Ask Dave About

"Ask Dave" is a growing collection of videos that explain estate & business planning terms and concepts in simple terms anyone can understand.
Our goal is to empower you to make informed decisions when it comes to your future. Some popular topics are:
  • About Probate
  • Downside of Probate
  • How A Trust Works
  • Planning & Wills

View Video Library

Our Practice Areas

  • Trusts (both simple and complex)
  • Pour-Over Wills
  • Powers of Attorney (health care & financial)
  • Probate
  • Asset Allocation & Trust Subdivision
  • Estate Tax Planning & Strategy
  • Capital-Gains Tax Planning

asset-protectionSacramento Asset Protection Legal Services

lawyer-estate-planningHigh-net-worth individuals and families often find themselves the targets of predatory lawsuits in Sacramento.  For these predators, it’s not a matter of winning at trial-all they have to do is make it cheaper for the defendant to settle, and they will walk away with a significant chunk of what you’ve worked so hard to earn.

Call to Speak with Attorney Dave Morris Today!
(916) 789-9810

At Morris Law Group, we like to think of ourselves as the “ounce of prevention” when it comes to protecting your wealth. With proper foresight and adequate time for planning, you can set up barriers between your assets and the people who might want to take them away from you. Although no asset protection strategy is completely impregnable, you can turn the tables on predatory litigators by making it so expensive and time-consuming to sue that they leave you alone and go in search of easier prey.

Call to Speak With with an Attorney Experienced with Asset Protection

(916) 789-9810

real-estate-transactionsReal Estate Transactions

Many times clients come to us with real estate transactional needs. Perhaps a parent wants to transfer a home to a child. Perhaps you are selling an investment property to a ready buyer and don’t need or want the added expense of working with a realtor. For these and other real estate transactions, Morris Law Group can provide cost-effective and timely solutions to ensure that your property is transferred quickly, inexpensively, and in compliance with the law.  Don’t let a “simple” transfer come back to haunt you months or even years down the road.

Our Locations

El Dorado Hills

5137 Golden Foothill Parkway, Ste. 110
El Dorado Hills, CA 95762
(916)789-9810
drmorris@morrislawgrp.com

Sacramento

8880 Cal Center Dr., Ste 400
Sacramento, CA 95826
(916)789-9810
drmorris@morrislawgrp.com

Communities Served

  • Sacramento
  • West Sacramento
  • South Sacramento
  • Mid Town Sacramento
  • El Dorado Hills
  • Cameron Park
  • Shingle Springs
  • Placerville
  • Folsom
  • Granite Bay
  • Carmichael
  • Citrus Heights
  • Rancho Cordova
  • Orangevale
  • Roseville

About Morris Law Group

Attorney David R. Morris is a Certified Specialist in Estates, Trusts, and Probate, certified by the State Bar of California. Certified Specialists undergo rigorous peer review, testing, and education to certify that they are experts in their subject matter areas. Fewer than two percent of attorneys in California become Certified Specialists in any area of law—the designation serves as an indication that the attorney is skilled, experienced, and knowledgeable in the specialty area.

With offices in Sacramento and El Dorado Hills, Morris Law Group provides innovative, cost effective solutions for clients seeking to resolve and avoid problems related to their families and livelihoods. We serve individuals and business clients in the communities of El Dorado Hills, Sacramento, West Sacramento, South Sacramento, Midtown Sacramento, Natomas, Folsom, Granite Bay, Rancho Cordova, Citrus Heights, Carmichael, Roseville, Cameron Park, Shingle Springs and Placerville.

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