Applying over thirty years of experience to the complex, ever-changing estate planning landscape, Paul A. Morison is adept at working closely with clients to identify and establish the most beneficial blend of tax strategies, trust vehicles and other estate planning tactics to match the individual needs of each client.

As well as advising clients in the creation of sophisticated, integrated estate plans, Mr. Morison is experienced in all facets of trust and probate administration, including issues pertaining to successor trustees, tax filings, and other regulatory compliance matters.

In today’s uncertain economic times, a focus on protecting the homes, businesses and other assets of families is paramount; Mr. Morison has demonstrated an ability to work with clients across a broad spectrum of needs in terms of tax and estate planning to achieve their specific objectives. While we acknowledge that death and taxes are two of the only “sure things,” at least through proper planning, we can do something about one of them.

Mr. Morison received his J.D from Whittier College School of Law in 1989, where he served as an editor of the Whittier Law Review. He earned his B.S degree in Economics at Tulane University.

​View Mr. Morison’s profile on the California State Bar web site.


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