James H. Morgan, Jr.

James (Harry) H. Morgan, Jr. has focused his practice on and has extensive experience in personal tax planning for highly compensated individuals, estate planning and administration, business succession planning and the representation of publicly and privately held companies.

Harry is a member of the American and Atlanta Bar Associations, the State Bar of Georgia, the Atlanta Estate Planning Council, the Fiduciary Section of the State Bar and is a Fellow in the American College of Trust and Estate Counsel. He has served as chairman of the Fiduciary Section of the State Bar of Georgia and as co-chairman of the State Bar of Georgia committee that redrafted the Georgia trust laws. He was selected for inclusion in The Best Lawyers in America® for Trusts and Estates (2007-2013 and 2019-2025), as one of the Georgia Super Lawyers for Estate Planning & Probate (2004-2017), a 2009 and 2010 FIVE STAR: Best in Client Satisfaction by Atlanta magazine, a member of Who’s Who in Strathmore’s Registry and Global Networks for Outstanding Professionals, a Top Attorney in Georgia by America Registry, LLC (2018-2021), Georgia Top Rated Lawyers by The Daily Report (2021), Georgia’s Most Honored Lawyers – 1% (2021), and as one of Georgia Trend magazine’s Legal Elite in 2008-2021.

Harry's Practice

Representative Matters

• In a significant number of matters, Harry has represented the transfer of wealthy businesses from one generation to another with minimization of transfer taxation and with careful concern to the successor management team and the smooth transfer of ownership and management. Some of these matters involved small privately held companies and some of these matters involved multiple sellers and purchasers and more than $100M.
• In addition, Harry has guided countless families in planning the transfer of wealth from one generation to another, while minimizing the transfer tax impact on the family and maximizing the efficiency of the transfer by carefully counseling how the management of wealth could best be handled by younger generation members. This effort includes how to protect family wealth from potential creditors and failed marriages of younger generational members and preserving the family wealth for generations to come. In addition, Harry often assists clients in coordinating charitable planning into the overall estate plan.