Robert M. Morgan
Born in Richmond, Virginia, Robert grew up working in the family business, a small, local furniture store where he learned the value of hard work, treating people with respect and charging a fair rate. After high school and eager to travel, Robert enrolled at Arizona State University where he received his undergraduate degree and realized his true passion was the law. He then attended Mississippi College School of Law where he graduated with distinction.
One of Robert’s strengths is his real life understanding of what his clients are feeling and how to best quell their confusion. Robert decided to devote himself to Elder Law after his own grandmother was diagnosed with Alzheimer’s disease. In trying to obtain the best care for her, he meticulously studied Medicaid and Medicare. Although, not an Elder Law attorney at the time, Robert researched all available information. He quickly learned that understanding each law and service program, along with its impact, was critical. As Robert began to master the nuances of Elder Law, he realized that there were countless families who were lost, scared and confused. It was then Robert made the decision to devote his life to helping others through the practice of Elder Law, Special Needs, Estate Planning and other related issues.
Robert has the personal and professional experience needed to navigate the system in the most efficient and positive manner. A recognized author and speaker on elder law, estate planning and real property issues, Robert brings a wealth of experience and expertise to helping his clients with a wide range of needs. He remains active in the Jacksonville Bar Association and the Elder Law Section of the Florida Bar. Robert has served as chairperson of the Jacksonville Bar’s Probate and Trust Law Section and the Real Property, Trust & Probate Law Section. In addition, he is a member of the Florida Academy of Elder Law Attorneys and the National Academy of Elder Law Attorneys. Finally, he is a member of the AARP Legal Services Network and an Adjunct Professor of Law in Elder Law and Real Estate Law at Florida Coastal School of Law.
Along with Robert Morgan, you’ll find an experienced, dedicated support staff whose goal is to ensure your case receives the utmost attention at all times.
- 1978-1982: Arizona State University: BS Business (Real Estate)
- 1982-1985: Mississippi College School of Law: JD, with distinction; Dean’s List, Moot Court, Am Jur. Award Federal Courts
- 2008-2014: Robert M. Morgan & Associates, P.A. (Jacksonville, Florida)
- Managing Partner 1994-2008 Ford, Bowlus, Duss, Morgan, Kenney, Safer & Hampton, P.A. (Jacksonville, Florida)
- Partner in charge of Estates, Trusts and Elder Law Department; General Commercial Practice; Former Firm President and Treasurer; Former Vice President and Board Member. Practice areas include Estate Planning, Elder Law, Commercial and
- Residential Real Estate and Commercial law.
- 1987-1994: Peper, Martin, Jensen, Maichel and Hetlage (Dissolved). St. Louis, Missouri based law firm; worked in Punta Gorda and Fort Myers, Florida offices.
- 1985-1987: Ulmer, Murchison, Ashby, Taylor and Corrigan (Dissolved) (Jacksonville, Florida)
Florida Bar (1985); Tennessee Bar (1994); Washington Bar (2009); admitted to practice in Federal Court Middle and Southern Districts of Florida; Jacksonville Bar Association (former chair Trust and Probate Section); National Academy of Elder Law Attorneys, Academy of Florida Elder Law Attorneys (Board of Directors); Member American Association of Retired Persons (AARP) Legal Services Network of Attorneys; Member Florida Bar Real Property, Probate & Trust Law and Elder Law Sections (Executive Committee Member); North Florida Estate Planning Council
1990, The Implied Real Estate Common Law Warranties in Residential Transactions: Action Line Publication, Real Property, Trust and Probate Section, Florida Bar (12/90) 1994, The Expansion of the Common Law Duty of Disclosure in Real Estate Transactions: It’s Not Just for Sellers Anymore; Florida Bar Journal (Lead Article) (2/94) 1999, The Revised Notary Law, Elder Law Advocate, Florida Bar (1999) 2004, The Medicaid Institutionalized Care Program, The Simple Estate Plan and the Elective Share: Why the Qualified Special Needs Trust Was Born; Florida Bar Journal (12/04) 2005, How to Certify Unrecorded Documents, Elder Law Advocate, Florida Bar (3/05) 2006, Guiding Your Client To Get the Best Tax Break in Caregiving, National Academy of Elder Law Attorneys, Washington, D.C. Conference, April, 2006. 2008, Good Ethics = Good Business, National Academy of Elder Law Attorneys, Hawaii, 2008 Symposium
Seminars and Teaching:
- Adjunct Professor of Law, Florida Coastal School of Law (Elder Law, Real Estate, Trusts and Estate Skills Class)
- Representing Your Snowbird Clients, Erie County, New York Bar Association Continuing Legal Education Program, Buffalo, New York, October 2008.
- Guiding Your Client To Get the Best Tax Break in Caregiving, National Academy of Elder Law Attorneys, Washington, D.C. Conference, April, 2006 (Panel Member)
- Good Ethics = Good Business, National Academy of Elder Law Attorneys, Hawaii, 2008 Symposium
- Taught courses for Elder Law Clinic on Special Needs Trust and Medicaid Planning – Florida Coastal School of Law (March, 2002)
- Presentation of numerous seminars for public and legal community on estate planning, elder law, real estate, tax, business and commercial issues (1994 to present)
- American College of Trust and Estates Counsel (ACTEC) Winter 2006 Meeting in Amelia Island, Florida, Medicare Part D Implementation and Issues for the Practitioner and Client
- Elder Law Concert, Academy of Florida Elder Law Attorneys, Fort Lauderdale, Florida, March 23, 2007
- Speaker at Tax Section of The Atlanta Bar Association on Homestead and Trust Issues in Florida (2004 and 2007)
- Speaker at Academy of Florida Elder Law Attorneys UnPrograms on Deficit Reduction Act Implementation (2006 and 2007)
- Elder Law Section Member to Real Property, Probate and Trust Law Section Drafting Committee for Florida Revisions to Durable Power of Attorney Act
- Speaker at The Florida Bar, CLE, Basic Guardianship (February 2010)
- Florida’s New (Non-Uniform) Power of Attorney Act, Speaker at The Atrium, Jacksonville, FL (September 2011)
- Power of Attorney Update Covering the Change in Florida Law, Speaker at Fleet Landing, Jacksonville, FL (September 2011)
- Changes to the Florida Power of Attorney Law, Monroe County Bar Association, Rochester, New York, Continuing Legal Education Program (September 2011)
- Florida’s New (Non-Uniform) Power of Attorney Act, Erie Institute of Law, Buffalo, New York, Continuing Legal Education Program (September 2011)
- The New & Improved Florida Power of Attorney Law – What Out-of-State Practitioners Should Know, Allegheny County Bar Association, Pittsburg, PA, Continuing Legal Education Program (October 2011)
- Ten Things Out of State Lawyers Must Know About Florida’s New Power of Attorney Law, Jacksonville Bar Elder Law Section, Jacksonville, Fl Continuing Legal Education Program (October 2011)
- Florida’s New (Non-Uniform) Power of Attorney Act, Speaker at The Coves, Jacksonville, FL (October 2011)
- Changes to the Florida Power of Attorney Law, Volusia County Bar Association, Daytona, FL Continuing Legal Education Program (October 2011)
- Power of Attorney Update Covering the Change in Florida Law, Jacksonville Area
- Legal Aid (JALA), Webinar (October 2011)
- Florida’s New (Non-Uniform) Power of Attorney Act, Speaker at Council on Aging St. Johns County, Jacksonville, FL (October 2011)
Board Member, Elder Source (Area Agency on Aging) Board Member, Alzheimer’s Association, Central and North Florida Chapter Local Leadership and Planned Giving Counsel Member, Alzheimer’s Association of Northeast Florida
Government Affairs Committee Member, North Florida Multiple Sclerosis Society Multiple Sclerosis Society of Northeast Florida