Skip to main content

Everett L. Morris IV

Estate planning Attorney at Atlanta, GA

5.0   10 reviews

About Everett

Learn Everett’s areas of practice.

4
Practice areas
  1. Estate planning
    35%

    10 years, 200 cases

  2. Tax
    35%

    10 years, 500 cases

  3. Probate
    20%

    10 years, 70 cases

  4. Limited liability company (LLC)
    10%

    10 years, 60 cases

As a CFP® with an MBA and several years of experience as a financial advisor at one of the largest financial companies in the world, no tax and estate attorney is better suited than Everett Morris to provide tax law, estate law, and business planning law services that are in line with the clients’ financial plans.

Everett resides in the Pine Hills Neighborhood in Brookhaven his wife and their two young children.  Everett serves on the board of the Castleberry Square Condominium Association, and on the board of PEDS.  Everett serves as a volunteer coach for children’s basketball at Peachtree Presbyterian Church in Buckhead and for children’s soccer at Peachtree Road United Methodist Church in Buckhead.

Licensed for 10 years
State GA
Status Active Member in Good Standing
Acquired 2012
Updated 11/03/2022

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

Contact Everett

Morris Legal and Tax, LLC
3550 Lenox Road NE
Suite 1100A
Atlanta, GA, 30326

Reviews

5.0 / 5.0
  10 customer reviews
5 Star
 
100%
4 Star
 
0%
3 Star
 
0%
2 Star
 
0%
1 Star
 
0%
Posted by Stephen | March 4, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Enthusiastic recommendation
We have been working with Everett Morris for a few months now. He is an exemplary attorney, knowledgeable, caring and compassionate about our affairs. We recommend him to all of our colleagues.
Posted by Caroline | December 29, 2016
This review is from a person who hired this attorney.
| Hired Attorney
OUTSTANDING LAWYER
The best attorney I've been privileged to have manage and help me in Mama's Estate and taxes. Everett calls back and answer questions in terms easy to understand this complex estate process. Everett is extremely professional yet kind; am not sure how I could have survived the nonstop obstacles without Everett's help. I highly recommend Mr. Everett Morris for estate, financial planning and tax preparation. He is a certified financial planner and IRS tax preparer. I trust Everett, an attorney who has his clients best interest. Best attorney ever!
Read less
Posted by ohnow | November 11, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Competent and Personable
Everett helped me understand and avoid possible tax consequences to an insurance settlement I was going to receive. Everett is extremely knowledgeable but has no problems communicating when he needs to research something. He is professional but communicates legalese in layman's terms. He is very customer focused and communicates when he says he will which is very timely. I will hire Everett to complete my taxes this year and probably create various wills and power of attorney for family members. I highly recommend him!
Read less
Posted by Lee | December 11, 2014
Client-oriented
Everett has a real client-oriented approach to the practice. He gave me prompt and easy-to-understand advice that solved my problem. He is knowledgeable and meets deadlines without fail. I can highly recommend him.
Posted by Tim | December 6, 2014
Put us at ease
Everett recently helped my wife and I set up a will and trust for our new son. My wife and I tend to be intimidated and overwhelmed by legalese and formal documents in general, but Everett was able to help us understand the key points. Everett tailored the documents to our current situation and explained when and how we might need to change things. We are very glad we sought counsel from Everett Morris IV.
Read less
Posted by Jessie | December 4, 2014
Highly recommend!!
My husband and I contacted Everett for guidance and assistance when I was pregnant with our first child. We had no idea what kind of help we needed or how to plan for our new addition. Everett was extremely helpful and explained things in a way we could understand. My husband and I both felt comfortable talking to Everett, which is huge because typically when I've consulted with people for legal guidance they've been condescending. Everett was the complete opposite! He provided excellent service and we highly recommend him!!!
Read less
Posted by Jim | December 4, 2014
Knowledgeable and Thorough
Everett helped me set up an LLC and I was very pleased with his service. During my initial phone conversation he asked me a lot of questions about my plans and helped me understand my options. He was very helpful answering all my questions. The whole process was quick and easy.
Posted by Alan | November 17, 2014
Outstanding Lawyer
I highly recommend Everett Morris to anyone. He is extremely professional and works very diligently to make sure all of your needs are satisfied. Setting up my corporation was a breeze thanks to Everett!!!
Posted by Vance | November 17, 2014
Atlanta's Best Lawyer
Mr. Everett Morris is really a pleasure to have on our side. He treats you like family and willing to go that extra mile. Look no further for your next legal advisor!
Posted by Nick | November 10, 2014
Competent attorney with a friendly personality and a client focus
Mr. Morris prepared trust and other estate planning and end of life documents for us. He worked very closely with our financial advisors and was very considerate of our personal values and desires. He made several visits to our home to complete the process even though we live a considerable distance from his office. He originally quoted one fee and billed us that amount when his work was completed.
Read less
View less reviews

Cost

We have not found any cost information for this lawyer

Contact for Details

Resume

AVVO RATING 9.4 (Superb)

Work Experience

  • Attorney
  • Morris Legal and Tax, LLC
  • 2013 - Present
  • Attorney
  • The Saylor Law Firm, LLP
  • 2013 - 2013

Education

  • Georgia State University College of Law
  • JD - Juris Doctor
  • 2012
  • Georgia State University
  • MBA - Master of Business Administration
  • 2007
  • Georgia State University
  • BS
  • 2005

Associations

  • PEDS
  • Board Member
  • 2015 - Present
  • Philip C. Cook Low-Income Taxpayer Clinic
  • Advisory Board
  • 2013 - Present
  • The Mortmain
  • Editor and Contributing Writer
  • 2013 - Present
  • State Bar of Georgia
  • Member
  • 2012 - Present
  • Atlanta Bar Association
  • Member
  • 2012 - Present
  • William Oliver Condominium Association
  • Treasurer
  • 2015 - 2016
  • Castleberry Hill Neighborhood Association
  • Treasurer
  • 2013 - 2015
  • Castleberry Square Condominium Association
  • President
  • 2012 - 2016
View all associations

Languages Spoken

  • English

Awards

  • J.B. Moore Client Service Award
  • Tax Section of Atlanta Bar
  • 2012
  • F.A. O'Daniel Scholarship
  • F.A. O'Daniel Foundation
  • 2009

Speaking Engagements

  • Federal Fiduciary Income Tax Workshop
  • Sample Problems for Form 1041 Preparation
  • 2018
  • Federal Fiduciary Income Tax Workshop
  • Special issues and Situations
  • 2018
  • Federal Fiduciary Income Tax Workshop
  • Tax Calculations, Credits, Payments and Special Rules
  • 2018
  • Estate Planning
  • Retirement Asset Planning
  • 2017
  • Estate Planning
  • Basics of Gifting
  • 2017
  • The Complete Trust Course
  • Advanced Trust Planning
  • 2014
  • The Complete Trust Course
  • Understanding Estate , Gift and Trust Taxation
  • 2014
  • The Complete Trust Course
  • IRAs and Trusts: Sophisticated Beneficiary Choices
  • 2014
View all speaking engagements

Attorney endorsements

Received (10)
Given (4)
Estate planning Attorney | Aug 10
Relationship: Fellow lawyer in community
"Everett is extremely knowledgeable and passionate about estate planning and wealth management. I've consulted him when working with my own family law clients. He's always been amazing."
Tax Attorney | May 05
Relationship: Fellow lawyer in community
"Attorney Morris and I went to law school together so I have witnessed his growth first-hand. I subscribe to his newsletters. I am always interested to read about his creative value add to clients. He seems to really have found his niche early in his career which is rare. I endorse Attorney Morris without reservation."
Tax Attorney | Feb 25
Relationship: Fellow lawyer in community
"I highly endorse Everett Morris as one of the most competent, honest, capable and friendly attorneys I know! He will do an excellent job for you and cares very much for his clients."
Tax Attorney | Nov 20
Relationship: Worked together on matter
"Everett helped me handle a complex income tax problem for an estate client of mine. His advice was crucial in getting my client's income tax problems handled correctly. I endorse Everett because he is an excellent tax attorney."
Estate planning Attorney | Nov 13
Relationship: Fellow lawyer in community
"I have known Everett for several years now through our mutual involvement with the Atlanta Bar Association's Estate Planning & Probate Section and its publication, The Mortmain. Everett has been diligent, responsive, and professional in all of our dealings, and he's been a pleasure to work with. I do endorse him."
Tax Attorney | Nov 12
Relationship: Worked together on matter
"I endorse this lawyer. I recommended Everett to a client and worked with him to resolve the client's tax issues. Both the client and I were pleased with the quality of his services and his responsiveness."
Unknown Attorney | Nov 10
Relationship: Fellow lawyer in community
"Everett is an exceptional attorney who combines extensive education, work experience and great customer service. He is an excellent choice for any tax or estate planning needs. I've hired Everett to prepare my own taxes and highly recommend him."
Estate planning Attorney | Nov 10
Relationship: Fellow lawyer in community
"Everett is an experienced and knowledgeable attorney. I refer clients to him and he does a fantastic job for them. I would, without hesitation, recommend him to anyone in need."
Estate planning Attorney | Nov 10
Relationship: Worked together on matter
"I endorse this lawyer."
Tax Attorney | May 23
Relationship: Worked together on matter
"I am happy to endorse this lawyer. Everett is extremely knowledgeable and hard working. He is more than qualified to handle any kind of tax you issue you may have. I am happy to have him as a resource."
View more endorsements
Entertainment
Guardianship
Criminal defense

Avvo Contributions

This attorney hasn't created any legal answers in Q&A or legal guides recently on Avvo.

Atlanta Estate planning Lawyer Everett L. Morris IV
Everett L. Morris IV
Estate planning Attorney
Atlanta, GA
Licensed for 10 years