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Everett L. Morris IV
About Everett
Biography
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.
Practice Areas
4
Practice Areas
Estate Planning
35%
14 years | 200 cases
Tax
35%
14 years | 500 cases
Probate
20%
14 years | 70 cases
Limited Liability Company (LLC)
10%
14 years | 60 cases
Fees and Rates
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Chat withLicenses
Licensed in Georgia for 13 years
State: Georgia
Acquired: 2012
No misconduct found
Location
Morris Legal and Tax, LLC
3550 Lenox Road NE, Suite 1100A, Atlanta, GA, 30326
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Everett L. Morris IV's Reviews
Avvo Review Score
11 Client Reviews
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Practice Areas
Showing 1 - 4 of 4 reviews | Estate Planning
Posted by Caroline | December 29, 2016 | Hired Attorney | Estate Planning
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 withou...
Posted by Tim | December 08, 2014 | Estate Planning
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 expla...
Posted by Jessie | December 04, 2014 | Estate Planning
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 comforta...
Posted by Nick | November 11, 2014 | Estate Planning
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 ...
Everett L. Morris IV's Lawyer Endorsements
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"I endorse this lawyer."
"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."
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Experience
Honors
2012
J.B. Moore Client Service Award, Tax Section of Atlanta Bar
2009
F.A. O'Daniel Scholarship, F.A. O'Daniel Foundation
Work Experience
2013 - Present
Attorney, Morris Legal and Tax, LLC
2013 - 2013
Attorney, The Saylor Law Firm, LLP
Associations
2015 - Present
PEDSBoard Member
2013 - Present
Philip C. Cook Low-Income Taxpayer ClinicAdvisory Board
2013 - Present
The MortmainEditor and Contributing Writer
2012 - Present
State Bar of GeorgiaMember
2012 - Present
Atlanta Bar AssociationMember
2015 - 2016
William Oliver Condominium AssociationTreasurer
2013 - 2015
Castleberry Hill Neighborhood AssociationTreasurer
2012 - 2016
Castleberry Square Condominium AssociationPresident
Education
2012
Georgia State University College of Law
JD - Juris Doctor
2007
Georgia State University
MBA - Master of Business Administration
2005
Georgia State University
BS
Speaking Engagements
2018
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
2017
Estate Planning
Retirement Asset Planning
2017
Estate Planning
Basics of Gifting
2014
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
Publications
2013
The Mortmain
Beyond Advance Directives
Languages
English