Ron R. Morgan, Esq.

Practice Areas:

• Designing and implementing estate plans to minimize federal and state estate taxes, including inter-vivos gifting strategies;
• Post-mortem trust and estate administration;
• Business succession planning;
• Taxation of LLCs, partnerships, corporations, and trusts;
• Tax aspects of real estate transactions, including Vermont Land Gains and Property Transfer taxes;
• Charitable giving planning;
• Tax disputes with IRS and state tax authorities, including appeals and litigation.

CV:

• Born June 21, 1957
• Admitted to Missouri Bar 1986
• Admitted to Vermont Bar 2001
• Admitted to Practice in United States Tax Court

Education: Vanderbilt University (B.A., magna cum laude, 1979); University of Houston School of Law (J.D., 1985)

Chief Research Editor of Law Review.   Tax Auditor, Internal Revenue Service.

Biography:

Prior to joining the firm of Kenlan, Schwiebert, Facey and Goss, P.C., as “Of Counsel” in June of 2001, Ron Morgan was a member in the Kansas City office of Husch & Eppenberger, LLC. In 1979, Mr. Morgan received a B.A., magna cum laude, from Vanderbilt University. He received a J.D. from the University of Houston School of Law in 1985, where he was a member of the scholastic honor society and chief research editor for the Houston Law Review. Prior to attending law school, Morgan was a tax auditor with the Internal Revenue Service.

Mr. Morgan taught a class on Federal Tax Procedure for five semesters for the LLM Taxation program at the University of Missouri-Kansas City Law School, where he received the 1997 Law Foundation Service Award. He also worked to establish a free tax clinic at the Law School which, since September 1999, has provided assistance to taxpayers involved in disputes with the IRS who cannot afford professional representation. He has spoken frequently on various tax topics in Vermont, Kansas, Missouri, and Arkansas and is a member of the American and Vermont Bar Associations.

Civic and Community Work:

Ron is Secretary of the Mount Independence Coalition, an organization dedicated to supporting and promoting efforts to educate the public and to preserve the site of this important Revolutionary War-era fortification on the shores of Lake Champlain.