-
American Academy of Estate Planning Attorneys
-
American Bar Association
-
Maricopa County Bar Association
William A. Morgan is counsel in Murtha Cullina's Trusts & Estates practice.
Bill advises clients on estate and gift tax planning and compliance, wealth transfer and business succession planning, charitable giving strategies and tax controversy services before the Internal Revenue Service and state taxing authorities. In addition, Bill has extensive experience with sophisticated tax and estate issues surrounding high-net-worth clients.
Memberships
Publications
- Co-Author, “Legal Updates: Effective Estate and Succession Planning for Auto Dealers; NY Dealers Challenge Ford’s Model e Program,” Massachusetts Auto Dealer (October 2023)