|
Experience
Don Morris advises corporate and individual clients across a broad spectrum of investment and fiduciary matters. Don advises banks and trust companies relative to their roles as trustees, paying agents, domestic and global custodians, investment advisors and similar fiduciary capacities. His advice to these clients also focuses on federal and state regulatory matters, and on operational and securities processing matters. He negotiates and documents trust, custodial, investment management, and similar fiduciary relationships. Don also counsels on fiduciary, regulatory, and tax issues related to commingled investment vehicles, including common trust funds, mutual funds, and business trusts; advises on federal, state and foreign tax reporting and withholding matters; and advises banks and trust companies on unclaimed property and escheatment laws.His practice focuses on estate planning and wealth management, not-for-profit organizations, and counseling and representation of major commercial banks and trust companies.
Don analyzes and develops estate plans for clients with substantial estates. He designs, drafts and implements wills and trusts, family limited partnerships, charitable remainder trusts, charitable lead trusts, grantor retained annuity trusts, qualified personal residence trusts, irrevocable life insurance trusts and irrevocable long-term generation-skipping “dynasty” trusts. In addition, he advises clients on issues of estate administration and tax planning.
In the context of his not-for-profit work, Don advises clients seeking to create private foundations and public charities. He also provides ongoing representation of those entities.
Prior to joining Mayer Brown in 1991, Don held senior-level positions with Continental Bank NA, in Chicago (1972–1991). Education
DePaul University College of Law, JD, 1978 • University of Illinois, AB, honors, 1971 Admitted
|
