Brian P. Morgan
Founding Partner
Brian Morgan is a founding partner specializing in complex estate planning and trust administration. He has extensive experience working with high-net-worth individuals and families to develop comprehensive estate plans that minimize taxes and protect assets for future generations.
Specialties:
- Estate Planning
- Trust Administration
- Tax Planning
- Charitable Giving
David M. Perry
Founding Partner
David Perry brings nearly three decades of experience in estate planning and probate litigation. His expertise in navigating complex family dynamics and resolving estate disputes has helped countless families find peaceful resolutions during difficult times.
Specialties:
- Probate Administration
- Will Contests
- Trust Litigation
- Elder Law
Michelle L. Anderson
Senior Associate
Michelle Anderson focuses on estate planning for growing families and small business owners. She takes pride in making complex legal concepts accessible and ensuring clients feel confident in their estate planning decisions.
Specialties:
- Living Trusts
- Wills & Powers of Attorney
- Business Succession Planning
- Special Needs Planning
Robert T. Chen
Associate Attorney
Robert Chen specializes in trust administration and probate matters. His attention to detail and commitment to client service ensures that estates are settled efficiently and in accordance with the decedent's wishes.
Specialties:
- Trust Administration
- Probate Process
- Estate Settlement
- Fiduciary Representation