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Jamie Shuster Morgan

Estate planning Attorney at Cherry Hill, NJ

4.9   30 reviews
Virtual consultation available
Virtual consultation available
  • State Years
    Pennsylvania - PA 21 years
    New Jersey - NJ 22 years
  • Licensed for 21 years
    State PA
    Acquired 2002
    Status
    Active No misconduct found
  • Licensed for 22 years
    State NJ
    Acquired 2001
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Jamie

Learn Jamie’s areas of practice.

3
Practice areas
  1. Elder law
    35%
    From an elder law perspective, we offer an array of services. We prepare Wills, Powers of Attorney, and Health Care Directives for our clients. And, we help our senior clients preserve their assets and protect them from both estate taxes and long term care costs. Where a loved one does not have the necessary financial and/or health care powers of attorney in place, we help with Guardianships. And, for those clients needing long term care, we can handle the Medicaid application.

    23 years

  2. Estate planning
    35%
    We assist clients with all aspects of estate planning. We consider both family dynamics and the tax laws to design a custom plan for each client. Specifically, we prepare wills, powers of attorney, health care directives and trusts.

    23 years

  3. Probate
    30%
    When a loved one passes away, we assist with all aspects of an estate administration, including probate proceedings and estate and inheritance tax return preparation.

    23 years

My focus professionally has always been, and continues to be, in the areas of estate planning, estate administration and elder law.  After graduating from Rutgers University School of Law in 2001, I clerked for the Honorable James D. Ciancia in the Appellate Division of the New Jersey Superior Court.  After my clerkship, I joined the law firm Fox Rothschild, in their Philadelphia office, in their Tax and Estates Department.  I also then began the pursuit of my LL.M. degree in Taxation from New York University, which I completed in 2004.

 

In 2007, I left Fox Rothschild to join my current law partner, Douglas Fendrick, in Voorhees, New Jersey.  Our firm, Fendrick Morgan, practices exclusively in the areas of estate planning, estate administration and elder law.

 

Personally, I reside in Cherry Hill, New Jersey, with my husband and our two young children.     

Awards

Client's Choice 2022,2021
Client's Choice
2022 2021

Location

Fendrick Morgan
1950 Route 70 East, Suite 200
Cherry Hill, NJ, 08003

Reviews

4.9 / 5.0
  30 customer reviews
5 Star
 
93%
4 Star
 
7%
3 Star
 
0%
2 Star
 
0%
1 Star
 
0%
Client's Choice 2022
Client's Choice
Client's Choice is an Avvo award granted to attorneys with a significant number of client reviews over 4 stars in a given year.
Posted by Shirley | January 28, 2024
This review is from a person who hired this attorney.
| Hired Attorney
Wonderful Experience
Jamie Shuster Morgan came highly recommended and with good cause. She and her staff were friendly and put me at ease from the beginning of our interactions. Jamie was very knowledgeable, attentive to details, and explained my options. Above all, she was patient and answered all of my questions. I had the opportunity to fully review my paperwork and have any additional questions answered before signing. I highly recommend Jamie and this law firm to others.
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Posted by Kathleen | December 29, 2023
This review is from a person who hired this attorney.
| Hired Attorney
Great process doing my estate plan
Jamie worked with me through this very stressful process. She set up my estate plan according to my wishes. It actually was easier than I thought.
Posted by Laura | November 3, 2023
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Fabulous experience
This was my 2nd meeting with Jamie. Despite the sensitivity of the topic, it was informative, helpful and actually fun. Jamie is totally in tune with my wants and provided fabulous advice and guidance. Great staff as well. I would highly highly recommend this law firm especially Jamie!
Posted by Sharon | October 14, 2023
This review is from a person who hired this attorney.
| Hired Attorney
Very thorough and very helpful.
Jaime was referred to me by a close friend who happens to work in the legal field. She worked above and beyond to help me meet my personal legal needs.
Posted by Carol | October 4, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Attorney
My husband and I consulted Jamie Shuster Morgan to update our wills, healthcare, financial, and real estate directives. She was knowledgeable and accommodating to my husband’s housebound mobility issues. She gave us the pros and cons of options open to us, and prepared the requested documents promptly. Fendrick Morgan’s planning questionnaire enabled us to gather efficiently the information Jamie needed to prepare our documents. The binder provided with all our duplicate copies included a layman’s English summary of our wishes and an overview of where our documents are stored and the necessary people to call when the time comes that should help ease stress for either the surviving spouse or our children. I was so impressed with Jamie’s and the firm’s professionalism that I have already recommended them to several people who are or will be engaging them shortly.
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Posted by anonymous | September 15, 2022
This review is from a person who hired this attorney.
| Hired Attorney
My favorite attorney!
Jamie went above and beyond and was so expertise in her field of law and in taking care of me and my husband! She is a delightful person!
Posted by Barbara | July 27, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Client
Extremely pleased with hiring Jamie Shuster Morgan for her guidance and help with our Estate planning. Would recommend this firm highly.
Posted by Fred | June 9, 2022
This review is from a person who hired this attorney.
| Hired Attorney
JSM
I was pleased with my contact with JSM. On our first meeting she explained the process carefully, explaining why I did not need a trust; a will will do. When it came time to sign the papers she pointed out a number of small issues that should be changed. Then they were changed on the spot. A super job.
Posted by Michele | March 10, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Wonderful!
It was a pleasure working with Jamie. She was very professional and informative. We saw Jamie for estate planning (wills, POA, living wills, and trusts). When we had questions, she took her time answering them and giving reasons why we might choose one scenario over another, but didn’t push us into a specific choice. He staff was very friendly and easy to work with as well. I would recommend her highly for anyone needing this type of legal services.
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Posted by Bernard | December 7, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Piece of mind
My wife and I have been involved with Jamie since 2014. Jamie has worked to provide protective strategies for our assets both personal and business. Jamie has provided a honest straight forward approach to create family trusts for the protection of assets and retention of wealth to be passed on to rightful recipients without government interference. I can now relax knowing that Jamie has provided a blueprint for all our hard work and monetary achievements to be followed now and after our passing. Thanks Jamie Bernie D
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Posted by Scott | September 27, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Attorney
Jamie Morgan is a professional, extremely knowledgeable attorney. She assisted in estate planning for our in-laws, in addition to ourselves. She is patient and will take the time to be sure you understand all of your options. She has complete and comprehensive knowledge of elder law.
Posted by Rhonda | August 6, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Great attorney
Jaime is thorough, understanding and provided great advice for us. In addition to helping us with our wills and trust she also fully customized our living wills to honor our specific needs. Closing was a breeze and her fee was more than reasonable. I’d recommend her to anyone
Posted by Bill | July 29, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Very Helpful with all of our legal planning
Jamie was very helpful with planning our legal trust for our daughter. Even during the time of Covid 19 she kept in touch with us and helped us navigate through the pandemic lockdown. Thank you Jamie.
Posted by Anthony | July 13, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Trusts, Wills and POA
Jamie was very descriptive with recommendations and helpful for us to understand what our options are for retirement protection. She responded quickly to our questions via email, arranged for in person and Zoom calls to assist us as needed.
Posted by Robert E. | June 9, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Best of the best
Jamie has handled our modest estate planning for the past decade with utmost diligence and integrity. She has the rare gift of being able to explain complex options simply which enables us to make sound decisions best for our situation. In spite of her diligence and attention to detail, her bills have always been reasonable and more than fair for services delivered. We have been residents of NJ, PA, and now Florida and Jamie is well versed in nuances of probate in each state.
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Posted by Alicia | June 7, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Working with Mrs. Morgan
Mrs. Morgan was a pleasure to work with. She explained our options and was listening to our requests tailored for us the product we needed.
Posted by Bernice | May 19, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning
Attorney Morgan and her staff drew up a new will for me and also provided documents for durable Power of Attorney, Medical POA, and an advanced directive. It was a very pleasant experience and at a reasonable fee. I will definitely recommend her to my friends.
Response from Jamie Morgan May 20, 2021
Thank you, Bernice. It was a pleasure working with you.
Posted by raymond | April 16, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Review of Jamie Shuster Morgan legal services
Jamie Morgan talked to my wife and I and was willing to talk to my financial advisor and my children as well. She was clear and well informed. All the persons who talked to Jamie were impressed by her clarity and knowledge of elder estate law. Jamie Morgan is also very pleasant and patient. My family and I are very pleased with the legal services Jamie Shuster Morgan has provided us so far.
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Response from Jamie Morgan May 20, 2021
Very happy to work with you, and your family!
Posted by Frank & Betsy | March 29, 2021
This review is from a person who hired this attorney.
| Hired Attorney
A true professional
Reviewed our wills at our request , made revisions based on current regulations, made suggestions for improvement and sent the new wills within one week. She was courteous, sensitive to our needs and in all respects a professional.
Response from Jamie Morgan April 8, 2021
Frank & Betsy, Thanks for taking the time to share this review. You were a sincere pleasure to work with!
Posted by Sue | March 29, 2021
This review is from a person who hired this attorney.
| Hired Attorney
New Wills
Jamie was so easy to work with and very knowledgeable about the type of documents we needed. Our wills and other documents were well prepared and she made the signing and notarizing very easy and self-distanced from our car. I highly recommend her.
Response from Jamie Morgan April 8, 2021
Thank you, Sue!
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Cost

We have not found any cost information for this lawyer

Contact for Details

Resume

AVVO RATING 9.7 (Superb)

Work Experience

  • Attorney
  • Fendrick Morgan, Attorneys at Law
  • 2008 - Present
  • Associate
  • Fox Rothschild, LLP Attorneys At Law
  • 2002 - 2007
  • Clerk
  • Honorable James Ciancia, RT, Superior Court of New Jersey, Appellate Division
  • 2001 - 2002

Education

  • New York University School of Law
  • LL.M - Master of Laws
  • 2004
  • Rutgers Law School
  • JD - Juris Doctor
  • 2001
  • Pennsylvania State University, University Park (main campus)
  • BA - Bachelor of Arts
  • 1998

Associations

  • South Jersey Estate and Financial Planning Council
  • Past President
  • 2012 - Present
  • Camden County Bar Association
  • Member
  • 2007 - Present
  • New Jersey Bar Association
  • Member
  • 2001 - Present
  • Beth El Early Childhood Center
  • Board Member
  • 2011 - 2016
View all associations

Languages Spoken

  • English

Honors and Awards

  • Awesome Attorney
  • South Jersey Magazine
  • 2020
  • Awesome Attorney
  • South Jersey Magazine
  • 2018
  • Awesome Attorney
  • South Jersey Magazine
  • 2015
  • Awesome Attorney
  • South Jersey Magazine
  • 2015
View all awards

Speaking Engagements

  • National Business Institute
  • Estate Administation
  • 2015

Attorney endorsements

Received (1)
Given (1)
Endorse Jamie
Estate planning Attorney | Jan 25
Relationship: Fellow lawyer in community
"I endorse this lawyer. Jamie is an outstanding, experienced and caring attorney well versed in estate planning and elder law."
Cherry Hill Estate planning Lawyer Jamie Shuster Morgan
Jamie Shuster Morgan
Estate planning Attorney
Cherry Hill, NJ
Licensed for 22 years
Virtual consultation available