Experience

Morrey has over 28 years of experience in all areas of taxation. He specializes in estate and gift tax planning and compliance and works with high net worth individuals and wealthy families. He has assisted his clients with implementing wealth transfer strategies, working in conjunction with attorneys, financial planners and life insurance specialists.
Morrey has worked with many estates overseeing the preparation of estate tax returns, and has actively employed, as needed, creative post-mortem planning techniques resulting in substantial estate tax savings.
He also has extensive experience and expertise in real estate transaction tax planning and compliance.
In his spare time Morrey likes to run, hike and play tennis. He is also an avid follower of music and theatre and enjoys going to concerts and plays.

service areas

• Estate & Gift Tax Planning and Compliance
• Fiduciary Tax Planning, Compliance and Accounting
• Tax Planning and Compliance

clients served

• High Net Worth Individuals
• Real Estate
• Professional Services

activities memberships

• American Institute of Certified Public Accountants, Member
• California Society of Certified Public Accountants, Member

articles speeches

• Avoid Risks in Your Estate Planning, January 2012

education

• B.A. Mathematics, University of California Los Angeles
• Masters of Science in Taxation, Golden Gate University