Perry & Morgan Attorneys - Estate & Trust Law

About Perry & Morgan Attorneys

A Global Law Firm with Local Expertise

Founded over two decades ago, Perry & Morgan has grown from a boutique estate planning practice to an internationally recognized law firm with offices across three continents. Our commitment to excellence, personalized service, and innovative legal solutions has made us the trusted choice for individuals, families, and businesses seeking expert guidance in estate planning, trust administration, and wealth preservation.

With locations in California, London, and Stockholm, we serve clients worldwide while maintaining the personal touch and attention to detail that has been our hallmark since day one. Our multilingual team of attorneys understands the complexities of international estate planning, cross-border asset protection, and multi-jurisdictional legal requirements.

Whether you're planning for your family's future, managing complex trust structures, or navigating probate proceedings, Perry & Morgan provides the expertise, experience, and compassionate guidance you need during life's most important decisions.

Why Work With Perry & Morgan?

Discover what sets us apart in estate planning and trust law

Global Reach, Personal Touch

With offices in California, London, and Stockholm, we offer international expertise combined with personalized attention. Our global presence allows us to serve clients across borders while providing the dedicated service of a local firm. Whether you have assets in multiple countries or are planning for international beneficiaries, our team has the experience to navigate complex cross-border legal requirements.

Decades of Proven Excellence

Our attorneys bring over 50 years of combined experience in estate planning, trust administration, and probate law. We've successfully helped thousands of families protect their assets, minimize taxes, and ensure their wishes are honored. Our track record speaks for itself - from simple wills to complex multi-million dollar trust structures, we've handled it all with precision and care.

Client-Centered Approach

We believe every client deserves a customized solution. That's why we take the time to understand your unique situation, goals, and concerns. Our attorneys work collaboratively with you to develop strategies that reflect your values and priorities. We're not just your legal advisors - we're your partners in protecting what matters most to you and your family.

Comprehensive Legal Protection

Estate planning is about more than just documents - it's about comprehensive protection for you and your loved ones. Our services cover everything from basic wills and powers of attorney to complex trust structures, tax planning, asset protection, and business succession. We also provide ongoing support, ensuring your plan adapts to changes in your life and the law.

Continuous Education & Innovation

Estate and trust law is constantly evolving. Our attorneys stay at the forefront of legal developments through continuous education, professional training, and active participation in legal associations. We leverage the latest legal strategies and technologies to provide you with innovative solutions that maximize protection and minimize costs.

Transparent Communication

We believe in clear, honest communication. From our initial consultation to the completion of your estate plan, we keep you informed every step of the way. We explain complex legal concepts in plain language, provide transparent fee structures, and ensure you understand all your options. You'll never be left in the dark about your case or your costs.

The Importance of Estate Planning

Protecting your assets and your family's future

Asset Protection

Shield your hard-earned assets from unnecessary taxes, creditors, and legal challenges. Our strategic planning ensures maximum protection for your estate while maintaining flexibility for changing circumstances.

Family Harmony

Clear estate plans prevent family disputes and confusion during difficult times. By documenting your wishes legally, you provide clarity and peace of mind for your loved ones when they need it most.

Minor Protection

Designate guardians for minor children and establish trusts that ensure their financial security. Protect your children's future by making these critical decisions in advance.

Tax Efficiency

Minimize estate taxes and maximize the inheritance your beneficiaries receive. Our tax-efficient strategies help preserve more of your wealth for future generations.

Avoid Probate

Properly structured trusts can help your estate avoid the lengthy and expensive probate process, allowing for faster distribution of assets to your beneficiaries.

Healthcare Decisions

Advance healthcare directives ensure your medical preferences are honored if you become unable to communicate. Designate trusted individuals to make healthcare decisions on your behalf.

Our Practice Areas

Comprehensive legal services for all your estate planning needs

Estate Planning

Secure your family's future with comprehensive estate planning strategies tailored to your unique needs and goals.

Living Trusts

Protect your assets and avoid probate with professionally crafted living trusts that provide control and flexibility.

Wills

Ensure your wishes are carried out with a properly drafted will that clearly specifies how your estate should be distributed.

Power of Attorney

Designate trusted individuals to make important financial and healthcare decisions on your behalf when needed.

Probate Process

Navigate the probate process efficiently with experienced legal guidance through every step of estate settlement.

Trust Administration

Expert management and administration of trust assets with careful attention to fiduciary responsibilities and beneficiary needs.

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Protecting Your Legacy, Securing Your Future

Compassionate Guidance Through Life's Transitions

Experience You Can Trust