Business Details
10 Years
experience
Estate Planning and Business Law Services in Sacramento
Morris Law Group is a trusted legal practice serving clients in Sacramento, El Dorado Hills, and surrounding communities. Founded on principles of proactive legal strategy, we specialize in estate planning, probate administration, business law, and asset protection. Our team, led by Certified Specialist David R. Morris, combines rigorous legal expertise with personalized service to help individuals and businesses navigate complex legal challenges. With over 15 years of experience in California's legal landscape, we prioritize innovative solutions that minimize risks and maximize long-term security.Our attorneys are committed to demystifying legal processes through educational resources like our 'Ask Dave' video series, empowering clients to make informed decisions. Recognized for our cost-effective approach and deep understanding of evolving tax and trust laws, we serve as a strategic partner for families and businesses seeking to protect their legacies and operational continuity.
Services
Estate Planning
Probate Administration
Business Law
Asset Protection
Trust Services
Wills & Trusts
Real Estate Transactions
Outside General Counsel
Elder Law Planning
Tax Strategy Consulting
Details
- Year established: 2016
Highlights and features
- Certified Specialist in Estates, Trusts, and Probate by the State Bar of California
- Over 15 years of experience serving Sacramento Valley businesses and families
- Innovative, cost-effective solutions for complex legal challenges
- Personalized service with a focus on client education and prevention
- Comprehensive support across estate planning, probate, and business law
Associations and certifications
- State Bar of California
What people say
Experienced, knowledgeable, professional
Thorough, friendly and helpful
Extremely reasonable fees
Generous community support
Practical recommendations
Services
Estate Planning
Our estate planning services create customized legal frameworks to protect family assets and ensure smooth wealth transfer. We specialize in simple and complex trusts, wills, and tax-efficient strategies that minimize probate complications. With certified expertise in California trust laws, we help clients preserve wealth across generations while addressing unique family dynamics and business interests.
Probate Administration
We guide executors through California's probate process with strategic legal support for asset distribution and debt settlement. Our team streamlines court requirements while protecting beneficiaries' interests. With deep knowledge of Sacramento County procedures, we help families navigate complex estates involving multiple properties, business holdings, and contested claims.
Business Law
Our business law practice supports companies throughout their lifecycle from formation to dissolution. We provide entity selection, contract drafting, merger assistance, and compliance guidance tailored to small and mid-sized businesses. Our 'outside general counsel' model offers cost-effective legal partnership without full-time overhead.
Asset Protection
We design defensive legal structures to safeguard assets from litigation risks and excessive taxation. Our strategies include irrevocable trusts, limited liability entities, and strategic gifting techniques that balance protection with client control. We specialize in defending high-net-worth individuals against predatory lawsuits.
Trust Services
We create and administer comprehensive trust solutions ranging from basic revocable living trusts to advanced irrevocable structures. Our services include trust modifications, asset allocation strategies, and successor trustee guidance that ensure long-term effectiveness amid changing family circumstances and tax regulations.
People
David R. Morris
Attorney & Founder
Certified Specialist in Estates, Trusts, and Probate by the State Bar of California. UC Davis Law School graduate with over 15 years of experience in Northern California legal matters. Focuses on innovative estate planning and business law solutions.
Questions
What estate planning services do you offer?
We provide comprehensive estate planning including trusts, wills, powers of attorney, tax strategies, and asset protection tailored to California residents' needs.
Are you certified specialists in probate law?
Yes, our lead attorney David R. Morris is a State Bar-certified specialist in Estates, Trusts, and Probate with extensive probate administration experience.
Do you offer business formation services?
We help businesses choose optimal structures (LLC, S-Corp, etc.) and handle formation, contracts, mergers, and ongoing legal compliance.
What areas do you serve?
We serve Sacramento, El Dorado Hills, Folsom, Granite Bay, Roseville, and surrounding Northern California communities from our two office locations.
Is initial consultation free?
Yes, we offer a free initial consultation and trust review to help you understand your legal options and current estate plan effectiveness.
Videos
