Business Details
Global Tax & Estate Planning Experts in Austin
Elizabeth Morgan & Associates is a boutique law firm dedicated to providing sophisticated international tax, estate, and asset protection planning services. With decades of combined experience, our team specializes in addressing complex legal and tax challenges for high-net-worth individuals, family offices, and professionals across 30+ jurisdictions. We prioritize ethical integrity, personalized service, and proactive client relationships, maintaining rigorous compliance standards while navigating multi-jurisdictional legal frameworks.Our practice extends beyond traditional legal services through ongoing administrative support, educational contributions, and community engagement initiatives that reflect our commitment to holistic client care and global responsibility.
Services
International Tax Planning
Estate Administration
Asset Protection Structures
Charitable Planning
Probate Services
Family Office Support
Offshore Compliance
Trust Administration
Wealth Transfer Strategies
Citizenship Planning
Highlights and features
- We maintain AV Preeminent ratings and Martindale Hubbell recognition in tax and estate law
- Our team has formulated estate plans for clients across 30+ jurisdictions
- We provide ongoing administrative support for complex international legal structures
- Our practice includes authorship of the leading asset protection treatise since 1995
- We combine legal expertise with ethical compliance and personalized service
Associations and certifications
- Martindale Hubbell Bar Register of Preeminent Lawyers
What people say
Exceptional cross-border expertise
Deep legal knowledge
Personalized solutions
Ethical standards
Global network
Services
International Tax Planning
Our international tax planning service helps clients navigate complex cross-border financial arrangements while maintaining compliance with multiple jurisdictions. We specialize in optimizing tax positions for high-net-worth individuals and family offices through strategic structuring of assets and entities. Our team works closely with global partners to ensure comprehensive solutions that address both current and future tax implications across 30+ jurisdictions.
Asset Protection Planning
We design sophisticated asset protection strategies combining domestic and international legal frameworks to safeguard client wealth from potential threats. Our approach integrates proven techniques with innovative structures tailored to individual risk profiles. The firm's expertise is documented in our four-volume treatise on asset protection, continuously updated since 1995 to reflect evolving legal landscapes and compliance requirements.
Estate Administration
Our estate administration practice handles complex probate matters and fiduciary responsibilities with meticulous attention to legal requirements and client needs. We guide families through the administration process while ensuring tax compliance and proper asset distribution. Our experience extends to both domestic cases and multi-jurisdictional estates requiring coordination across international legal systems.
Charitable Planning
We help clients establish and manage charitable structures that align with their philanthropic goals while optimizing tax benefits. Our services cover creation of private foundations, charitable trusts, and international giving arrangements. We ensure compliance with evolving regulations while maintaining the integrity of charitable objectives across domestic and international jurisdictions.
Citizenship Planning
Our citizenship and residency planning service assists clients in navigating complex immigration and tax implications of international relocation. We provide comprehensive solutions considering tax optimization, personal safety, and geopolitical factors. Our global network supports implementation of legitimate programs while avoiding high-risk or unethical arrangements.
People
Elizabeth L. Morgan
Owner
Board-certified attorney with extensive experience in international tax and estate planning, author of leading asset protection treatise since 1995, and advisor to high-net-worth family offices across 30+ jurisdictions.
Brock Bales
Partner
Specializes in domestic and international estate planning with prior experience in oil and gas litigation, bringing practical insights to complex wealth management structures for high-net-worth clients.
Michele Roberts
Practice Manager
Manages international trust administration with focus on compliance and coordination between clients, fiduciaries, and investment professionals, combining legal expertise with systems development for complex structure management.
Cicely Perry
Paralegal
Supports international estate planning through trust formation and compliance management, maintaining relationships with global registrars while handling administrative aspects of domestic and foreign legal structures.
Mike Morgan
Paralegal
Manages tax compliance processes and financial records coordination, ensuring accurate reporting and smooth operation of international tax-related procedures with over 20 years of firm experience.
Questions
What distinguishes your international estate planning services?
Our practice combines deep tax expertise across 30+ jurisdictions with practical administrative support for complex structures, developed through decades of working with high-net-worth family offices globally.
How do you handle multi-jurisdictional compliance challenges?
We maintain relationships with professionals in 30+ countries and use specialized systems to track evolving regulations, ensuring compliance while optimizing tax efficiency for cross-border estates and businesses.
What asset protection strategies do you recommend?
We combine traditional exemptions with international structures tailored to individual risk profiles, documented in our four-volume treatise continuously updated since 1995 to reflect legal developments.
How do you support charitable giving across borders?
We help establish compliant charitable structures and facilitate international grants while ensuring tax efficiency, working with both domestic and foreign charitable organizations to meet philanthropic objectives.
What experience do you have with family office services?
We serve as outside counsel to multiple family offices, providing comprehensive planning and administrative support for complex wealth management needs across generations and jurisdictions.
How do you approach citizenship and residency planning?
We evaluate tax, safety, and geopolitical factors to create legitimate residency and citizenship solutions through ethical government programs, avoiding high-risk or fraudulent arrangements.
