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Morgan Davis Barnwell is a Partner and a member of the Estate Planning Group. Her practice includes estate and income tax planning for high-net-worth individuals and their families, including planning for liquidity events, wealth transfer planning, and charitable planning. She holds an advanced law degree in taxation (LL.M.) and assists clients with a range of tax issues in the context of estate planning and trust administration. Morgan also assists businesses and their owners with business succession planning matters, and advises business owners on the tax aspects of partnership and corporate transactions. Morgan’s commitment to the community and her approachable style make her ideally suited for clients with multi-generational estate planning and business succession goals.
Morgan is a lover of dance and music. She takes ballet and hip-hop dance classes in Santa Barbara, and enjoys attending dance performances. She is an enthusiastic L.A. Dodgers and Lakers fan.
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State: California
Acquired: 2015
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112 E Victoria St, Santa Barbara, CA, 93101-2019
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