Brian Morrison practices in the areas of taxation, corporate law, partnership law, estate planning and the administration of estates and trusts. He has over ten years of experience in assisting clients in all aspects of trusts and estate planning, including assisting clients with Grantor Annuity Trusts, Dynasty Trusts, Irrevocable Life Insurance Trusts and Charitable Trusts. Additionally, Brian regularly advises business owners on a broad range of corporate issues, including formations, corporate restructures, mergers and acquisitions, and business succession planning.

Brian previously chaired the Technology Committee of the Estate Planning and Fiduciary Law Section of the North Carolina Bar Association. He is a frequent lecturer on issues related to estate planning and business succession planning, including continuing legal education presentations to his colleagues on behalf of the North Carolina Bar Association on matters related to the probate administration of business assets.

Professional Experience

• Represents multiple for-profit and non-profit organizations in corporate compliance cases, tax free reorganization, and business succession issues.
• Represents individuals and businesses in administrative hearings before the North Carolina Department of Revenue.
• Regularly challenges tax assessments by the IRS in the United States Tax Court.
• Advises executors and trustees on probate administration and fiduciary compliance issues.

Professional Activities & Affiliations

• North Carolina Bar Association, Estate Planning and Fiduciary Law Section

Honors & Awards

• Best Lawyers in America 2019 (Trust and Estates)
• Business North Carolina Legal Elite, Tax, 2017
• Leadership Wilmington, 2014