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
10 years, 200 cases
10 years, 500 cases
10 years, 70 cases
10 years, 60 cases
Languages spoken
English
State | Status | Acquired | Updated |
---|---|---|---|
GA | Active Member in Good Standing | 2012 | 04/17/2022 |
Legal answers | 0 |
Legal guides | 0 |
Award name | Grantor | Date Granted |
---|---|---|
J.B. Moore Client Service Award | Tax Section of Atlanta Bar | 2012 |
F.A. O'Daniel Scholarship | F.A. O'Daniel Foundation | 2009 |
Title | Company name | Duration |
---|---|---|
Attorney | Morris Legal and Tax, LLC | 2013 - Present |
Attorney | The Saylor Law Firm, LLP | 2013 - 2013 |
Association name | Position name | Duration |
---|---|---|
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 |
Publication name | Title | Date |
---|---|---|
The Mortmain | Why and How There is an Evolution of Estate Planning in the Future for Lawyers | 2014 |
The Mortmain | Beyond Advance Directives | 2013 |
School name | Degree | Graduated |
---|---|---|
Georgia State University College of Law | JD - Juris Doctor | 2012 |
Georgia State University | MBA - Master of Business Administration | 2007 |
Georgia State University | BS | 2005 |
Conference name | Title | Date |
---|---|---|
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 |
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Crystal Wright, Estate planning Attorney on Aug 10, 2017
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.
Amanda Morin, Tax Attorney on May 5, 2016
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.
Crystal Wright, Estate planning Attorney on Aug 10, 2017
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.
Amanda Morin, Tax Attorney on May 5, 2016
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.
Edward Hecht, Tax Attorney on Feb 25, 2015
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.
Kasey Libby, Tax Attorney on Nov 20, 2014
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.
Loraine DiSalvo, Estate planning Attorney on Nov 13, 2014
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.
Rosemarie McConnell, Tax Attorney on Nov 12, 2014
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.
Joel Cohen, Unknown Attorney on Nov 10, 2014
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.
Justin Spizman, Estate planning Attorney on Nov 10, 2014
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.
Mark Weinstein, Estate planning Attorney on Nov 10, 2014
Relationship: Worked together on matter
I endorse this lawyer.
Saam Ghiaasiaan, Tax Attorney on May 23, 2014
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.