Donna E. Morgan: Lawyer with Mayer Brown LLP

Donna E. Morgan

Partner
Chicago,  IL  U.S.A.
Phone+1 312 701 7138

Peer Rating
 5.0/5.0
AV® Preeminent

Client Rating

Featured AV Peer Review Rated Lawyer IconFeatured AV Peer Review Rated Lawyer Icon
Printer Friendly VersionEmail this PageDownload to My Outlook ContactsAdd lawyer to My FavoritesCompare this lawyer to other lawyers in your favorites

Experience & Credentials Ratings & Reviews
 

Practice Areas

  • Wealth Management
     
    Contact InfoTelephone: +1 312 701 7138
    Fax: +1 312 706 9219
    http://www.mayerbrown.com/people/Donna-E-Morgan/
     
    University Colgate University, B.A., 1979
     
    Law SchoolThe University of Michigan Law School, J.D., cum laude, 1984
     
    Admitted1985, Illinois
     
    Memberships 

    Activities

    Chicago Foundation for Women Professional Advisory Council

    Children's Memorial Hospital Foundation, Planned Giving Advisory Committee

    LaRabida Children's Foundation, Director

    LaRabida Children's Hospital, Planned Giving Committee

    Museum of Science and Industry Advisory Council

    The Chicago Community Trust, Professional Advisory Committee

    American College of Trust and Estate Counsel

    Chicago Estate Planning Council

    Society of Trust and Estate Practitioners (STEP)

     
    LanguagesEnglish
     
    Biography

    Donna Morgan focuses her practice on two key areas of law, estate planning and wealth management, and establishing and advising not-for-profit organizations.

    As part of her estate planning and wealth management practice, Donna analyzes and develops estate plans for clients with substantial estates and designs, drafts, and implements wills and trusts. She structures a variety of trusts and charitable giving arrangements that maximize tax efficiency, such as charitable remainder trusts and charitable lead trusts. Related estate and wealth planning vehicles on which Donna advises clients include grantor retained annuity trusts, qualified personal residence trusts, irrevocable life insurance trusts, and irrevocable long-term/generation-skipping dynasty trusts.

    In addition to these matters, Donna advises individual clients on the structuring of limited partnerships, limited liability companies and the drafting and implementation of effective personal planning documents, such as premarital and post-marital agreements.

    Donna works with not-for-profit organization clients to create private foundations and public charities. She also provides ongoing representation to established charities.

    According to Chambers USA 2009, Donna displays good judgment in matching the client's needs - including risk tolerance - with the right planning techniques.

    Prior to joining Mayer Brown in 1989, Donna was associated with two other prominent law firms in Chicago. She has been recognized as one of the Top 100 Attorneys in the United States by Worth Magazine, as one of the Top 50 Female Super Lawyers in Illinois, an Illinois Super Lawyer for Trusts and Estates, one of the Top Ten Women Consumer Lawyers and one of the Top Ten Leading Women Trust, Will & Estate Planning Lawyers in Illinois by the Leading Lawyers Network. She has also been listed in Best Lawyers in America and Marquis Who's Who.

     
    ISLN902376791
     

    Documents by this lawyer on Martindale.com

    Subscribe to this feed

    Use it or Lose It: Annual Exclusion Gifts
    Emily Petrovic Li,Donna E. Morgan,Gina E. Oderda, December 17, 2013
    Annual exclusion giving is a great way to make tax free gifts during your lifetime. Annual exclusion gifts must be made before December 31, so now is the time to make your 2013 annual exclusion gifts if you haven’t already done so!


    View Ratings & Reviews
    Profile Visibility
    #3,169 in weekly profile views out of 39,365 lawyers in Chicago, Illinois
    #132,239 in weekly profile views out of 1,585,416 total lawyers Overall

    Office Information

    Donna E. Morgan

    71 S. Wacker Drive
    ChicagoIL 60606




    Loading...
     

    Professional Networking for Legal Professionals Only

    Quickly and easily expand your professional
    network - join the premier global network for legal professionals only. It's powered by the
    Martindale-Hubbell database - over 1,000,000 lawyers strong.
    Join Now