Morris Legacy Law, PC is a distinguished law firm specializing in estate planning, business law, elder law, and tax matters, serving clients throughout the Sacramento Valley and foothill communities. With offices in Sacramento and El Dorado Hills, the firm is led by David R. Morris, a Certified Specialist in Estates, Trusts, and Probate—a designation held by fewer than two percent of California attorneys—reflecting a commitment to expertise and excellence in these complex legal areas.
The firm takes a holistic and preventive approach, aiming to resolve potential issues before they arise through well-considered legal strategies. It focuses on individuals, families, and small to medium-sized businesses, offering the same sophisticated planning tools typically available to larger entities. Services are tailored to provide cost-effective, innovative solutions for protecting family assets, securing business interests, and ensuring tax-efficient wealth transfer.
Services Offered
- Estate Planning
- Wills
- Trusts (both simple and complex)
- Pour-Over Wills
- Powers of Attorney (health care & financial)
- Probate Administration
- Asset Allocation & Trust Subdivision
- Estate Tax Planning & Strategy
- Capital-Gains Tax Planning
- Business Law
- Business Formation
- Outside General Counsel
- Asset Protection
- Business Structuring
- Business Expansion & Acquisition
- Wind-up and Dissolution
- Elder Law
- Tax Law
The firm serves a wide range of communities including Sacramento, El Dorado Hills, Folsom, Granite Bay, Roseville, Cameron Park, Placerville, and numerous other cities across the region. David R. Morris is a Certified Specialist in Estates, Trusts, and Probate, underscoring the firm’s high level of skill and peer recognition in these practice areas.
