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Our Services

Morgan Law has decades of experience helping business owners and their families with all of their legal needs. We focus on our clients and take a holistic approach to advising them in the fields of business formation and general counsel, succession planning in trusts and estates, and administration of trusts. By getting to know our clients and their unique needs and goals, we can ensure they have the knowledge and guidance to prepare for whatever the future brings.

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Business Formation and Outside General Counsel

‚ÄčAdvising startups on what type of entity to create, such as a limited liability company (LLC), partnership, S corporation or C corporation, and registering the business in all jurisdictions in which it will conduct business. From inception to dissolution, we help businesses navigate ongoing legal requirements to maintain their separate entity status, including corporate records maintenance, shareholder agreements, membership agreements, buy-sell agreements, employment agreements, and third-party contracts.

Assisting individual business owners and families in planning the transfer of their legacy to their successors, including preparation of wills, revocable trusts, powers of attorney, life insurance trusts, and advanced health care directives. We also represent individual trustees in all aspects of administering trusts.

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Trust and Estate Planning and Administration

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Commercial Transactions

Preparation, review, and negotiations of various contracts and agreements, including lending agreements, leasehold interests, vendor agreements, consultant agreements, nondisclosure agreements, deeds of trust, promissory notes, and a variety of other agreements. A well-crafted contract can make or break a transaction.

Pre-litigation claims, mediation, arbitration, and litigation arising from complex business matters, including shareholder disputes, partnership disputes, commercial contract disputes, and employment defense.

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Business Disputes

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Client Accounting Department

Morgan Law places an emphasis on the overall goals of our clients, which can include addressing important tax and accounting issues. These issues frequently arise in our areas of practice, and our integrated client accounting department advises on resolving complex tax matters. This department is operated independently by Morgan and Halpenny LLP to comply with California law.