Morgan A Davis
Associate


mdavis@mullenlaw.com

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Morgan A Davis

Morgan Davis is an Associate Attorney specializing in estate, tax, and business planning. Morgan is a Santa Barbara native, and has a Masters of Law (LL.M.) in taxation from Loyola Law School.

 

Morgan works with clients and their advisors to create comprehensive estate plans that meet clients’ personal and financial goals. She advises clients on revocable trusts, wills, powers of attorney, and advanced health care directives. Her practice focuses on estate and income tax planning for high net worth individuals and their families, including planning for liquidity events, business succession planning, and wealth transfer planning.

 

Morgan also advises business owners on the structure of mergers and acquisitions, dissolutions, and other business transactions and operations. Morgan’s tax background facilitates efficient working relationships with clients’ accountants and business advisors, and makes her uniquely qualified to analyze and structure corporate and partnership transactions. 

 

Morgan’s approach to estate and business planning is both analytic and personal. She makes complex tax issues easily digestible, while remaining sensitive to clients’ family dynamics. Clients appreciate Morgan’s technical expertise and her approachability.

 

Before joining Mullen & Henzell, Morgan attended Loyola Law School in Los Angeles. She served as Managing Editor of the Loyola Law Review, and interned for Public Counsel, advising charities seeking and maintaining tax-exempt status.  Morgan received the First Honors Award at Loyola Law School in Contracts, Income Taxation, Nonprofit Organizations and Tax Practice & Procedure.