- Corporate & Securities
- Wealth Management
- Financial Institutions M&A
|Contact Info||Telephone: 312 701 7126|
Fax: 312 706 9220
|University ||University of Illinois, A.B., with honors, 1971|
|Law School||DePaul University College of Law, J.D., 1978|
American Bar Association, Section of Taxation, 1979 to date
Chicago Bar Association, Trust Law Committee, 1978 to date; Chairman of various subcommittees
Internal Revenue Service Information Reporting Program Advisory Committee, IRPAC, 1992-1993; 2010-2013 (Chair of International Reporting and Withholding Subgroup)
American Bankers Association Trust Taxation Committee, 1989-1991
Don Morris advises corporate and individual clients across a broad spectrum of investment and fiduciary matters. Don advises banks and trust companies relative to their roles as trustees, paying agents, domestic and global custodians, investment advisors and similar fiduciary capacities. His advice to these clients also focuses on federal and state regulatory matters, and on operational and securities processing matters. He negotiates and documents trust, custodial, investment management, and similar fiduciary relationships. Don also advises on federal, state and foreign tax reporting and withholding matters, including FATCA. His practice focuses on estate planning and wealth management, not-for-profit organizations, and counseling and representation of major commercial banks and trust companies.
Don analyzes and develops estate plans for clients with substantial estates. He designs, drafts and implements wills and trusts, family limited partnerships, charitable remainder trusts, charitable lead trusts, grantor retained annuity trusts, qualified personal residence trusts, irrevocable life insurance trusts and irrevocable long-term generation-skipping dynasty trusts. In addition, he advises clients on issues of estate administration and tax planning.
In the context of his not-for-profit work, Don advises clients seeking to create private foundations and public charities. He also provides ongoing representation of those entities. He advises tax exempt organizations with respect to unrelated business income tax issues, intermediate sanction rules and other federal tax issues.
Prior to joining Mayer Brown in 1991, Don held senior-level positions with Continental Bank NA, in Chicago (1972-1991).
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