Stuart Richard Morris

Stuart Richard Morris

4.0
Rating: 9.8

Licensed for 36 years

Estate planning Lawyer at Boca Raton, FL
Practice Areas: Estate Planning, Tax, Business

7284 West Palmetto Park Road, Suite 101, Boca Raton, FL

About Stuart

Biography

Practice Areas

3

Practice Areas

Estate Planning 60%

Wealth Preservation Planning; Wills and Trusts; Probate; Planning Techniques for Highly Compensated Individuals

37 years

60%
Business 20%

Business Structuing and Succession Planning

37 years

20%
Tax 20%

Estate and Gift Tax Planning; National and International Tax Planning

37 years

20%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in Colorado for 4 years

State: Colorado

Acquired: 2021

Active

No misconduct found

Licensed in District of Columbia for 5 years

State: District of Columbia

Acquired: 2020

Good Standing

No misconduct found

Licensed in Florida for 36 years

State: Florida

Acquired: 1989

Member in Good Standing

No misconduct found

Location

Cozen O'Connor

7284 West Palmetto Park Road, Suite 101, Boca Raton, FL, 33433

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Stuart Richard Morris's Reviews

Avvo Review Score

4.0 /5.0

4 Client Reviews

Filter Avvo Reviews (4) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.
Star rating
5 stars 3
4 stars 0
3 stars 0
2 stars 0
1 star 1
Practice Areas
What Clients Mention

Showing 1 - 3 of 3 reviews | Practice Area Knowledge

Posted by anonymous | April 28, 2020 | Hired Attorney | Estate Planning

Sophisticated Advice

Stu and his firm were instrumental in devising the strategy and implementing our complex estate plan which included a multigenerational trust structure. They introduced many concepts which were previously unknown by our family as a part of the process. We highly recommend the firm.

Stuart Morris

Replied last April 28, 2020

Thank you very much for the five-star review and your recommendation. We truly appreciate it.

Posted by Ben J | April 26, 2020 | Hired Attorney | Tax

A great attorney

I am confident now that all my affairs are in order. I have access to an expert on any tax or estate issue whenever I need it. As a matter of fact I call Stu for many other issues as well and I value his advice

Stuart Morris

Replied last April 26, 2020

Thank you, Ben, for taking the time to review us and for your 5-star review. We always like hearing from our clients.

Posted by Brandon | April 26, 2020 | Hired Attorney | Estate Planning

First Class Law Firm

If you want a 5 star law firm, to actually care about you and your family this is the place! Stuart and the team is AMAZING in my book. Communication is on point. Professional as it gets and will treat you like family during rough times and good times. They have taken my estate and have got me so mu...ch more organized and set up for success.

Stuart Morris

Replied last April 26, 2020

Thank you, Brandon! We really appreciate the 5-star review and we're glad we could be of service to you!

See All Client Reviews

Stuart Richard Morris's Lawyer Endorsements

Endorse Stuart
Mark Aaron Gotlieb headshot
Mark Gotlieb

Estate planning lawyer | Mar 10

Relationship: Worked for lawyer

"I endorse this lawyer."

Howard S. Krooks headshot
Howard Krooks

Estate planning lawyer | Apr 25

Relationship: Worked together on matter

"Stu is highly respected in the legal community. He is extremely knowledgeable and always current on ever changing tax laws. I would highly recommend him without hesitation."

Craig Robert Hersch headshot
Craig Hersch

Estate planning lawyer | Oct 04

Relationship: Worked together on matter

"Stuart and I have known each other over 20 years. He's a nationally recognized expert in estate planning, speaking at conferences across the country. He's been an invaluable resource when discussing complex estate planning, tax, business succession planning and elder law issues. I highly recommend Stuart Morris for anyone who needs legal services."

View All Endorsements
Mark Aaron Gotlieb headshot
Mark Gotlieb

Trusts lawyer

Ellen Sue Morris headshot
Ellen Morris

Elder law lawyer

Craig Robert Hersch headshot
Craig Hersch

Estate planning lawyer

Gregory Scott Bloshinsky headshot
Gregory Bloshinsky

Estate planning lawyer

Experience

Rating:  9.8 (Superb)

Honors

2020

AV Rating, Martindale-Hubbell

2020

Recognition, Florida Super Lawyers

2020

Top Attorney, Palm Beach Illustrated

2019

Recognition, Florida Super Lawyers

2019

Legal Elite, Florida Trend Magazine

2018

Recognized, Florida Super Lawyers

2018

Legal Elite, Florida Trend Magazine

2017

Recognized, Florida Super Lawyers

2017

Florida Legal Elite, Florida Trend Magazine

2016

Florida Legal Elite, Florida Trend Magazine

2016

Recognized, Florida Super Lawyers

2015

Recognized, Florida Super Lawyers

2007

Recognized, Top 100 Attorneys in the Nation, Worth Magazine

2006

Recognized, Top 100 Attorneys in the Nation, Worth Magazine

2001

Board Certified in Wills, Trusts and Estates, The Florida Bar

1989

Certified Elder Law Attorney, National Elder Law Foundation

Work Experience

1991 - Present

Founding Partner, Morris Law Group

1989 - 1991

, Broad & Cassel

Associations

2013 - Present

Junior Achievement of South Florida Charitable Foundation, Inc.

Chairman

2012 - Present

South Florida Junior Achievement

Board of Directors

The Florida Bar

Member

American Bar Association

Member

Florida Institute of Certified Public Accountants

Member

SOS Children's Village - Florida, Inc.

Board Member

First United Bank

Member, Advisory Board

American Friends of Hebrew University

Member, Professional Advisory Committee

Society of Trust and Estate Practitioners

Member

2004 - 2008

Temple Beth Am in Margate, Florida

Board of Directors, General Counsel/Chairman of Endowment Comm.

Education

1989

University of Florida, Fredric G. Levin College of Law

JD - Juris Doctor

1989

University of Florida

MA - Masters

1986

University of Florida

BS - Bachelor of Science

Speaking Engagements

2020

Essential Estate Planning Summit for Advisors

The SECURE Act: How Do Clients Get Their Retirement Assets Safely To Their Beneficiaries

2020

Essential Estate Planning Summit for Advisors

The SECURE Act: How Do Clients Get Their Retirement Assets Safely To Their Beneficiaries

2010

North Dade/South Broward Estate Planning Council

Wealth Preservation, Business & Estate Planning

2009

Wealth Preservation Planning 2009

Life After Bernie Madoff and the Real Estate Meltdown

2009

The Breakfast Club

Asset Protection in the Current Creditor Infused Environment

2008

Weatlh Preservation Planning 2008

Hot Topics with Irrevocable Trusts

Publications

2020

Your Monthly Wealth Preservation Update Standing with You During the Coronavirus

2001

Languages

English

Avvo Rating

Our Rating is calculated using information the lawyer has included on their profile in addition to the information we collect from state bar associations and other organizations that license legal professionals. Attorneys who claim their profiles and provide Avvo with more information tend to have a higher rating than those who do not.

What determines Avvo Rating?
  • Experience & background Years licensed, work experience, education
  • Legal community recognition Peer endorsements, associations, awards
  • Legal thought leadership Publications, speaking engagements
  • Discipline Disciplinary information may not be comprehensive, or updated. We recommend that you always check a lawyer's disciplinary status with their respective state bar association before hiring them.
Avvo Rating Levels
10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution