Jeffrey A. Morse
Jeffrey A. Morse focuses on estate planning, asset protection planning, drafting trusts of all types, and advising trustees on trust administration and trustee/beneficiary disputes. Mr. Morse is a tax attorney, with a Masters Degree in tax, and regularly handles complex federal tax controversies including representing clients in audits, IRS Appeals, and US Tax Court. He regularly advises high net worth individuals regarding both U.S. and international estate tax planning issues. Mr. Morse has practiced law in Geneva and Zurich Switzerland, as well as Nevada, Wisconsin and Washington D.C., and maintains his licenses in those jurisdiction as well as in the U.S. Tax Court. Mr. Morse’s practice is centered in Nevada, but he has clients are all over the globe.
Mr. Morse also represents clients in declaring and repatriating undeclared offshore funds (over 600 of the so-called “voluntary disclosures”), including his 2007-08 representation of a $250 million estate holding significant undeclared offshore accounts.
Mr. Morse has done extensive public speaking, publishing, and is regularly cited by Bloomberg, Forbes, and other publications related to cross border banking and trust planning issues.
- Asset Protection
- Estate Planning
- Georgetown University Law Center– District Of Columbia
- Marquette University Law School
- University of Wisconsin
Seminars and Publications
- May 2013, co-authored, Global Transparency – U.S. Imposes Global Regulation Under the FATCA Withholding Rules, with Aaron Schumacher, partner Withers Worldwide Law Firm, Geneva, Standard & Poors Global Family Offices Newsletter.
- March 2013, presented: Final FATCA Regulations, Burdens and Benefits, to 61 Swiss private bankers at seminar held at Withers Worldwide, 63 rue de Rhone, Geneva, Switzerland.
- Cited three times by Bloomberg news in 2012 and once in 2013 regarding Swiss bank compliance and structuring issues related to the United States.
- Cited by Forbes magazine in 2009 regarding onshore and offshore asset protection structures.
- April 2012, co-authored article entitled “les solutions pour les clients Americans” in Le Temps, a Geneva based daily newspaper widely read by private bankers with Michael Parets, a US attorney based in Zurich, Switzerland; the article was also published in English under the title “A Market for US Clients in Switzerland in Wake of “The Great Escape”” on the newspaper’s Swiss website.
- March 2012, presented, The fall-out of FATCA, to a group of 95 Swiss bankers at a seminar sponsored by Withers Worldwide in Geneva, Switzerland.
- April 2008, keynote speaker at Bank of America/U.S. Trust Private Bank client event, topic Nevada Onshore Asset Planning Versus Offshore Planning, held at Turnberry Towers, Las Vegas, Nevada.
- March 2008, authored Nevada Self-Settled Spendthrift Trusts or Offshore Trusts? Nevada Lawyer Magazine, Volume 16, Issue 3.
- June 2007, co-author and presenter Nevada Bar CLE Seminar in International Taxation, “International Estate Planning Session,” Golden Nugget Hotel & Casino, Las Vegas Nevada.
- October 2006, presented: Understanding Estate Planning in Nevada, to the academic faculty and staff of the Community College of Southern Nevada.
- October 2005, co-authored: The Changing Role of the International Tax and Estate Planning Practitioner: Pasquintino, Circular 230—what’s next?, co-authored with Marnin Michaels of Baker & McKenzie, Zurich; 16 J. Int’l Tax’n 46, 2005 WL 2387694 (October 2005).
- September, 2005, presented, United States extraterritorial jurisdiction, including long-arm statutes and recent developments such as Pasquintino, at Baker & McKenzie’s monthly business breakfast briefing for private bankers in Zurich, Switzerland.
- June 2005, presented “Privilege issues implicated by voluntary disclosures and private banking” at Baker & McKenzie’s monthly business breakfast briefing for private bankers in Zurich, Switzerland.
- July 2004, authored: Revised Chapter 7 of the Nevada Business Guide” published by Lionel Sawyer & Collins, detailing the changes in the Nevada tax regime brought about by the 2003 Special Legislative Session of the Nevada Legislature.
- July 2004, presented “The Nevada Modified Business Tax, the loopholes and ambiguities,” at a tax conference held for Clark County business leaders by former Senator Richard Bryan following the passage of new tax legislation in the Nevada 2003 Special Legislative Session.