Jamie Shuster Morgan

Newly widowed, I hired Jamie Morgan to write my will and trust for my estate. She thoroughly took the time to understand my current complicated assets, my family relationships and proposed a draft for a family trust. Jamie even clarified and corresponded with my financial adviser . Her pleasant per...sonality, ability to explain language and purpose , efficiency of producing a draft and gentle kindness to include my family won me over. She was very fair priced and never did I feel pressured by time or my request to explain something over and over again. Jamie was great using scenarios as examples to clarify her points. She made me feel safe in my decisions and wishes. The process was made easy. All aspects of my will and trust, powers of attorney, etc. , notarizing all docs and simple next directions for me to follow, were all labeled and put into a binder for preserved self keeping that any of my family members will need to understand in the future. I highly recommend Jamie as an estate planner and elder lawyer.

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.

My wife and I were referred to Jamie Shuster Morgan by our estate planning attorney, We had very specific questions on family gifting, associated tax protection and Medicaid qualification. Jamie provided clear advice and recommended various options, including the advantages and disadvantages of eac...h alternative. We would certainly recommend her to anyone needing guidance in such matters.

Our family is delighted that we selected Jamie Morgan as our elder law attorney for updating the estate planning documentation and establishing the family trust for my mother. Also, we were able to start the process for the "Caregiver Child Exception". We are really pleased with the special care p...rovided by Jamie and her staff, we feel that you are a member of our family care team. Warm Regards, Anthony