Gavin Morrissey, JD, LLM, Commonwealth Financial

About the Author

Gavin Morrissey, JD, LLM, Commonwealth Financial

Gavin Morrissey is the director of advanced planning at Commonwealth Financial Network, member FINRA/SIPC, a registered investment advisor, in San Diego, Calif.

He can be reached at gmorrissey@commonwealth.com.

• Year-End Tax Strategy: Pairing a Roth Conversion With a DAF

  By Gavin Morrissey, JD, LLM, Commonwealth Financial  |  December 4, 2012

  A year-end tax planning strategy that may be just right for some clients facing the likelihood of increased income tax liability.

• As Window Closes, 4 Key Points on Wealth Transfers

  By Gavin Morrissey, JD, LLM, Commonwealth Financial  |  August 30, 2012

  Because of the time required to design and implement a wealth transfer strategy, don’t let clients wait until the last minute.

• Advisors, Use This Wealth Transfer Strategy While You Can

  By Gavin Morrissey, JD, LLM, Commonwealth Financial  |  June 18, 2012

  The Obama administration’s signals on what’s ahead for taxes in 2013 suggests that wealth managers should take advantage of GRATs now for those clients who need an efficient wealth transfer strategy.

• What to Do Now to Minimize Wealth Transfer Tax

  By Gavin Morrissey, JD, LLM, Commonwealth Financial  |  May 8, 2012

  Despite the uncertainty of taxes in 2013, wealth managers can take advantage of current law to help clients transfer significant wealth this year with little or no tax.

• Tax and Philanthropy Focus: Year-End Giving Made Easy

  By Gavin Morrissey, JD, LLM, Commonwealth Financial  |  December 13, 2011

  Last minute tax planning might very well include giving some wealth away, to your clients' benefit, and society's.

• CLATs: A Leading Estate Planning Strategy for Wealthy Clients

  By Gavin Morrissey, JD, LLM, Commonwealth Financial  |  September 9, 2011

  Why a charitable lead annuity trust should be an integral piece of a tax-efficient wealth transfer plan in the current economic environment, and an example of how CLATs work.

• Estate Planning: Time Running Out on $5 M Gift-Tax Exemption

  By Gavin Morrissey, JD, LLM, Commonwealth Financial  |  June 15, 2011

  Defective trusts are one way to implement an “estate freeze” that leverages the $5 million gift-tax exemption due to expire this year.

• A Wealth Transfer Strategy to Consider Now

  By Gavin Morrissey, JD, LLM, Commonwealth Financial  |  March 15, 2011

  Make the lifetime gift in before the end of 2012 and more money will go to your heirs.

• New Tax Law Offers Unprecedented Planning Opportunities

  By Gavin Morrissey, JD, LLM, Commonwealth Financial  |  January 18, 2011

  Wealth managers can help clients take advantage of this short, but clear, tax-planning window.

• Estate Planning: A Trust for Your Personal Residence

  By Gavin Morrissey, JD, LLM, Commonwealth Financial  |  October 7, 2010

  When is wealth transfer using a personal residence part of a smart estate plan?