NAPFA Fall 2023 National Conference Speaker

Elizabeth Morgan represents a wide array of clients faced with multi-jurisdictional tax, estate, and business planning issues. She is experienced in the design of complex estate and business plans for U.S., non-U.S., and dual citizen clients, and in assisting such clients with their pre-immigration and expatriation tax planning. Morgan frequently advises clients on the resolution of international tax and treaty issues in connection with their estate and business planning and serves as outside counsel to several ultra-high net worth family offices. She has formulated and administered estate and business plans for individuals and entities on a global basis. Morgan completed her education at Baylor University, Queen Mary’s College, London, and the University of Texas School of Law (J.D.).