Elizabeth L. Morgan (formerly Elizabeth Morgan Schurig) represents a wide array of clients faced with multi-jurisdictional tax, estate, and business planning issues. She is experienced in the design of complex estate and business plans for U.S., non-U.S., and dual-citizen clients, and in assisting such clients with their pre-immigration and expatriation tax planning. Ms. Morgan frequently advises clients on the resolution of international tax and treaty issues in connection with their estate and business planning, and serves as outside counsel to several high net worth family offices. She has formulated and administered estate and business plans for individuals and entities with ties to Australia, the Bahamas, Canada, the Channel Islands of Jersey and Guernsey, China, Costa Rica, the Czech Republic, Dubai, France, Germany, India, the Isle of Man, Israel, Italy, Liechtenstein, Mexico, Nepal, the Netherlands, New Zealand, Oman, Panama, Portugal, Spain, Switzerland, and the United Kingdom.

In addition to her expertise in the design, administration, and tax compliance of both inbound and outbound foreign trust and business structures, she has an extensive background in traditional probate, trust, and estate administration. A frequent author and speaker in the areas of domestic and international estate planning, asset protection, and foreign trust planning and tax compliance, Ms. Morgan has been quoted in various publications, including The Wallstreet Journal, Practical Accountant, Investments & Wealth Monitor, and Bloomberg Wealth Manager. She is a contributing author (since 1995) and co-editor (since 2000) of the four-volume treatise, Asset Protection: Domestic and International Law and Tactics (Thomson/West Group, updated quarterly). Her 2003 article, “A Charging Order is the Exclusive Remedy Against a Partnership Interest: Fact or Fiction?” was quoted in the Florida Supreme Court dissenting opinion in Olmstead v F.T.C., 44 So. 3d 76, Fla., 2010.

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EDUCATION

University of Texas School of Law (J.D., 1988)

Queen Mary's College, London (1987)

Baylor University (B.A., English, 1984)

PROFESSIONAL AFFILIATIONS

• Board Certified, Estate Planning and Probate Law (Texas Board of Legal Specialization)

• Society of Trust and Estate Practitioners (STEP)

• American Bar Association
  
  • Real Property, Probate and Trust Law Section
    
    • Asset Protection Committee
      
      • Co-Chair, 2009 - 2013
      • Vice Chair, 2006 - 2007
    • International Law and Practice Section
      
      • International Private Client Committee

• State Bar of Texas
  
  • Rea Estate, Probate and Trust Section

• Austin Bar Association
  
  • Estate Planning and Probate Law Section
    
    • Director, 1995 - 1996

• College of the State Bar of Texas

• Texas Bar Foundation, Fellow

• Texas Academy of Probate and Trust Lawyers, Fellow

• Travis County Bar Foundation, Founding Fellow

• Estate Planning Council of Central Texas

• Investment Management Consultants Association Wealth Management Program (IMCA), Faculty Member

• AV® Preeminent™ Peer Review Rated lawyer (Martindale-Hubbell)

• Named in Worth magazine's Top 100 Attorneys list (every year since 2006)

• Listed in The Best Lawyers in America (every year since 2004)

• Law firm recognized in the 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, and 2026 editions of “Best Law Firms,” produced by Best Lawyers in America

• Texas Super Lawyer (every year since 2003), Texas Monthly and Law & Politics magazines

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BOOKS AND TREATISES

“Foreign Trusts,” PPC’s 1041 Deskbook, Thompson Reuters (updated annually)

Asset Protection: Domestic and International Law and Tactics, Thomson/West Group (four volumes, updated quarterly)

The Charging Order: Obstacle or Aid to Creditors’ Recovery?”, Asset Protection Strategies Vol. II, Ed. Alexander A. Bove, Jr. (2018)

“A Closer Look at U.S. Asset Protection Trusts,” Asset Protection Strategies Vol. II, Ed. Alexander A. Bove, Jr. (2005)

“Family Limited Partnerships,” Solutions Handbook, Dearborn Financial Publishing (1995)

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