Overall Rating
This is an aggregated review score of Avvo and Lawyers.com reviews.

5.0 /5.0

210 Client Reviews

Avvo

5.0

(132)

Lawyers.com

5.0

(78 )

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Star rating
5 stars 131 4 stars 1
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Practice Areas
Estate Planning (110) Wills & Living Wills (45) Trusts (40) Power Of Attorney (9) Tax (8) Probate (3) Real Estate (2) Business (1)
What Clients Mention
Practice Area Knowledge (82) Communication Style (47) Professionalism (41) Recommendation (39) General Knowledge (35) Case Results (26) Character & Conduct (19) Staff & Support (19) Responsiveness (18) Trustworthiness (9) Advocacy (8) Cost of Services (6) Compassion (4) Free Consultations (2) Payment Plans (1) Punctuality (1)

Showing 21 - 25 of 26 reviews | Case Results

Posted by Larry | December 29, 2014

Excellent Family Estate Planning Attorney

Our family is very pleased with the job Richard Morgan has done for our complex estate planning. With most of our family assets consisting of complicated real estate holdings, and insurance policies, Mr. Morgan was able to put together an estate plan to keep the wealth within the family and significa...ntly reduce or eliminate estate taxes which is what our goal is. Mr. Morgan has been a trusted adviser to our family for over 15 years, and when the need has arisen that required experience and expertise outside of his services, he has not hesitated to recommend someone to us, as well as follow up to make sure everything was done as required. I would have no hesitation recommending Mr. Morgan to other families.

Posted by anonymous | August 31, 2014

Retired Individual

Richard and his staff are very thorough in their recommendations and preparation of my estate plan. I own real estate in two states and Richard was able to manage the transfer of the deed to my out of state property. If you have a large or complex estate, I would highly recommend Richard.

Posted by Dillard | February 05, 2014

An excellent experience

I am a retired SVP from a major financial institution. My relationship with Richard Morgan began 3 years ago when he spearheaded a change in a family Trust to another institution. This is quite an involved and complicated process which included multiple touch points which he negotiated with these. Ri...chard facilitated this process with each Trust department, their attorneys and the court system with extraordinary professionalism with the optimum results. As a result of this experience I retain his services to execute 3 additional family trusts with similar results. Richard is an astute attorney exhibiting the highest degree of knowledge and professionalism as I have worked with in my 40 years in the business community. You simply tell him the results you need and he makes the process nearly seamless. I can only give him the highest of recommendations.

Posted by Catherine | September 27, 2012

Excellent Strategy and Results

I work as an Insurance Broker and have referred my clients to for Richard for 15 years. I met him while working with clients that needed an expert with Special Needs trusts. As a referring professional with my clients requests, I was included in the planning process for them, and understood; He i...s extremely smart, creative and always informed of changes and all aspects of Estate Planning needs. He communicates with empathy and gives the client the ability to understand all ramifications of what is a very complex area of law. About 5 years ago I realized that I needed serious estate planning documents and not just a will. I worked with Richard to advise and complete my Estate Plans, (when my father passed there were a lot of problems with the attorney's grasp of law and problems from that). Richard worked hard, really thought about me, not just the law and came up with solutions to my estate due to the varied nature of my estate; and the fact that I own a business as the sole shareholder. Not at any time, did I feel like my questions to him were silly, or insignificant. He answered each question, taking the time to understand and propose a solution. I have told my clients this especially in regards to family and estates: It's not the document only the attorney provides that's important, (a lot of docs are downloaded these days) it is the defense of the document if the document is ever challenged. That is most most valuable service an attorney provides.

Posted by Bruce | December 27, 2011

Review Richard Morgan

Richard was recommended by our money manager who had vetted many of his peers. We are very pleased with the results. Richard did a very thorough job. he understood our objectives and set up trusts to ensure our wishes are carried out.

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