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.

• Heading for the Exit

  By Gavin Morrissey, JD, LLM, Commonwealth Financial, Gavin Morrissey, JD, LLM, Commonwealth Financial  |  July 1, 2009

  The much sought-after clients who make up the high-net-worth segment have attained that status in a variety of ways. Corporate executives, fortunate heirs and entrepreneurs...

• At Home or Abroad?

  By Gavin Morrissey, JD, LLM, Commonwealth Financial, Gavin Morrissey, JD, LLM, Commonwealth Financial  |  June 1, 2009

  Insurance, diversification and hedging strategies are common methods for mitigating risk. These instruments or strategies can successfully protect clients' financial plans from devastation by a...

• Losing Your Concentration

  By Gavin Morrissey, JD, LLM, Commonwealth Financial, Gavin Morrissey, JD, LLM, Commonwealth Financial  |  April 1, 2009

  The virtues of diversification continue to be showcased by the volatile markets. Once simply considered an appropriate mix of stocks and bonds based on a...

• Timing May Not Be Everything

  By Gavin Morrissey, JD, LLM, Commonwealth Financial, Gavin Morrissey, JD, LLM, Commonwealth Financial  |  March 1, 2009

  For the past few months, I've expressed how current market conditions, combined with certain estate and tax planning strategies, can produce remarkable results. Depressed asset...

• A Noteworthy Strategy

  By Gavin Morrissey, JD, LLM, Commonwealth Financial, Gavin Morrissey, JD, LLM, Commonwealth Financial  |  February 1, 2009

  Over the past year, the tumultuous economic environment has had wealth managers searching for ways to increase the value they bring to their client relationships....

• A SILVER LINING

  By Gavin Morrissey, JD, LLM, Commonwealth Financial, Gavin Morrissey, JD, LLM, Commonwealth Financial  |  January 1, 2009

  There are times when--even for the highest-net-worth clients--wealth transfer becomes secondary to the issue of wealth preservation. Clearly, this is one of those times! The...

• RIGHT TIME, RIGHT TRUST

  By Gavin Morrissey, JD, LLM, Commonwealth Financial, Gavin Morrissey, JD, LLM, Commonwealth Financial  |  December 1, 2008

  In my day-to-day job, my primary responsibility is to consult with wealth managers about planning issues that come up and to offer planning techniques to...

• Writing the Documents

  By Gavin Morrissey, JD, LLM, Commonwealth Financial, Gavin Morrissey, JD, LLM, Commonwealth Financial  |  November 1, 2008

  Due to its effectiveness in leveraging the gift tax and seamlessly transferring ownership interests, the family limited partnership (FLP) has long been seen as a...

• ALL IN THE FAMILY

  By Gavin Morrissey, JD, LLM, Commonwealth Financial, Gavin Morrissey, JD, LLM, Commonwealth Financial  |  October 1, 2008

  When clients' assets increase to levels that beg the need for advice that goes beyond retirement planning, it is time to work with a true...

• The Effective Defective Trust

  By Gavin Morrissey, JD, LLM, Commonwealth Financial, Gavin Morrissey, JD, LLM, Commonwealth Financial  |  September 1, 2008

  As the political landscape changes, and the discussion of estate tax reform intensifies, one thing seems clear: High-net-worth clients are going to need sophisticated estate...