Brian G. Morrison

T (910) 815-7166
F (910) 815-7236

Brian Morrison is a member of the firm's Corporate, Estate Planning, and Tax Practice Groups. Brian primarily represents individuals and business owners in the following areas: business succession planning, corporate compliance, estate and tax planning, probate administration; IRS audit defense.

Brian is a member of the Estate Planning and Fiduciary Law, and Tax Sections of the North Carolina Bar Association. He is a frequent lecturer on issues related to estate planning and business succession.


Education

  • J.D., cum laude, Thomas M. Cooley Law School, 2005
  • B.A., University of North Carolina at Asheville, 1996
  • LL.M., Taxation, University of Florida, Levin School of Law, 2006

Admissions

  • United States Tax Court, 2010
  • North Carolina, 2007

Achievements

  • Associate Editor of the Florida Tax Review
  • Board of Editors Thomas M. Cooley Law Review

Professional Memberships

  • Estate Planning and Fiduciary Law Section of the North Carolina Bar Association
  • International Association of Defense Counsel
  • Tax Section of the North Carolina Bar Association
  • North Carolina Bar
  • United States Tax Court

Representative Work

  • Represented a medical practice in matters related to the reorganization of previous corporate structure.
  • Advised a $7 million dollar trucking corporation on issues related to a tax-free reorganization and negotiated a purchase agreement for the sale of the corporation.
  • Serves as lead counsel for multiple for profit and non-profit corporations in matters related to corporate compliance, tax free re-organizations, and business succession issues.
  • Represented multiple individuals and corporations in administrative hearings before the North Carolina Department of Revenue and have challenged tax assessments by the Internal Revenue Service in United States Tax Court.
  • Advised high net worth individuals on issues related to estate planning, business succession, and tax planning.
  • Advised executors and trustees on issues related to probate administration and fiduciary compliance.
  • Prepared multiple family settlement agreements in an effort to resolve estate controversies between family members.

Presentations and Speaking Engagements

  • 2013 Estate Planning Update: estate tax update lecture to a group of fifty high net worth clients of a major banking institution.
  • Top Five Business Succession Traps for Owners of Closely Held Businesses: ongoing lecture series to wealth planning division of a major banking institution


* Past success does not indicate the likelihood of success in any future legal representation.