Jeffrey J. Morella

02 J MorellaAs_the_principal Partner of Morella & Associates, Jeffrey J. Morella has a strong background in taxation, corporate, and estate law.

Mr. Morella concentrates his practice in the areas of estate and tax planning, estate administration, corporate tax planning, and assisting small-to-medium sized business with general corporate matters.  He has expertise in formation and capitalization, business combinations, labor and employment, and succession planning.

Small-to-medium sized businesses face a broad array of regulatory, economic, and legal issues.  As an experienced attorney and business owner himself, Mr. Morella understands these issues and the many challenges business owners face.  By providing legal services tailored to meet their unique needs, Mr. Morella is able to help businesses and their owners negotiate a frequently complex economic and legal landscape.

Building on his foundation in corporate transactional matters and state and federal taxation, Mr. Morella also counsels financially distressed companies.  By working closely with banks and other lending institutions, Mr. Morella helps companies to devise plans for recapitalization and reorganization to help restore stability and long-term economic sustainability.

Mr. Morella is a leader in the creation and implementation of asset protection strategies.  Through the use of both domestic and off-shore asset protection trusts, coupled with the use of domestic limited liability companies and international corporations, Mr. Morella provides clients with comprehensive wealth-management, asset protection, and estate planning services.

Combining Mr. Morella’s unique experience with corporate and business transactions with his experience in estate planning and asset protection allows him to provide clients with comprehensive legal solutions to maintain, expand, and protect the businesses and wealth they have worked so hard to create.

Mr. Morella frequently speaks at seminars on topics relating to corporate transactions, domestic and off-shore asset protection, estate planning, estate administration, and general tax planning.

Mr. Morella has authored or co-authored:

  • Asset Protection with Offshore Trusts (National Business Institute)
  • Trust Administration in Pennsylvania (Lorman Education Services)
  • 8 Great Estate Planning Techniques In Pennsylvania (Lorman Education Services)
  • The Probate Process Form Start to Finish in Pennsylvania, (National Business Institute)
  • Tax Planning Opportunities and the Marital Deduction in Pennsylvania (National Business Institute)

Mr. Morella is licensed to practice law in both Pennsylvania and Ohio, and admitted to the bar of the United States District Court for the Western District of Pennsylvania and the United States Tax Court. He is a member of the Pennsylvania Bar Association, the Allegheny County Bar Association, and the Ohio Bar Association.

Mr. Morella is a 1987 graduate of the University of Pittsburgh School of Law (J.D.), and a 1983 graduate of the University of Pittsburgh (B.A. in Speech Rhetoric, Communications and Writing, cum laude).


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