Overall Rating
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5.0 /5.0

210 Client Reviews

Avvo

5.0

(132)

Lawyers.com

5.0

(78 )

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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 36 - 40 of 40 reviews | Trusts

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 anonymous | April 23, 2012

Estate Planning, Trusts and Will Preparation

Richard helped us with estate planning, setting up trusts and will preparation. He took a complex situation for planning purposes (due to our citizenship and location of assets) and determined which options best suited our needs. He was professional, very knowledgeable and efficient. We would high...ly recommend him.

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.

Posted by anonymous | December 04, 2011

Knowledgeable and Professional

Richard identified a need for a special needs trust of which we were not aware. His knowledge and professionalism are tops.

Posted by John | May 02, 2011

Richard Morgan Review

Richard knows the high level as well as the technical details of estate planning extremely well. We needed to update our special needs trust as well as add generational skipping into our plans. Richard intimate understanding of the laws and rules gives us high confidence in the documents we now have... in place. My wife and I highly recommend Richard.

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