Elizabeth Morgan & Associates

A Boutique Law Firm Focused on Sophisticated Estate & Transactional Planning

Elizabeth Morgan & Associates is a boutique law firm based in Austin, Texas, dedicated to providing sophisticated estate and transactional planning advice to clients spanning across jurisdictions. With extensive experience navigating complex legal, tax, and compliance issues faced by multi-jurisdictional and high net worth clients, we leverage our deep expertise to design comprehensive plans tailored to each client's unique needs.

International Trust & Estate Planning Expertise

Our primary focus lies in international trust and estate planning, encompassing the design, implementation, and administration of complex domestic estate planning alongside foreign trust and related business, investment, and life insurance structures. We meticulously address the tax planning and compliance aspects of these structures for both US citizens and foreign individuals with US assets or connections.

Beyond Traditional Planning

Beyond our niche practice in international planning, our team possesses diverse expertise in traditional tax, estate, and business planning. We assist with trust and estate administration and probate, ensuring a seamless and efficient experience for our clients.

Client-Centered Approach & Integrity

At Elizabeth Morgan & Associates, we prioritize transparency, honesty, and integrity in our client relationships. We take the time to understand your unique situation, goals, and concerns to collaboratively develop a plan that aligns with your vision. We maintain close relationships with professionals in over 30 foreign jurisdictions and nearly every US state, ensuring access to relevant expertise and resources whenever needed.

Meet Elizabeth L. Morgan, Founder & Owner

Elizabeth L. Morgan, founder and owner of Elizabeth Morgan & Associates, brings decades of experience to the field. She represents clients facing multi-jurisdictional tax, estate, and business planning challenges, mastering the intricacies of international tax and treaty issues. Recognized as a thought leader in the industry, Elizabeth has been published in esteemed publications and frequently speaks at conferences and seminars.