William advises clients on estate and gift tax planning and compliance, wealth transfer and business succession planning, charitable giving strategies and tax controversy services before the Internal Revenue Service and state taxing authorities. In addition, he has extensive experience with sophisticated tax and estate issues surrounding high-net-worth clients.
Profile
Representative Matters
Resources
Distinctions
William advises clients on estate and gift tax planning and compliance, wealth transfer and business succession planning, charitable giving strategies and tax controversy services before the Internal Revenue Service and state taxing authorities. In addition, he has extensive experience with sophisticated tax and estate issues surrounding high-net-worth clients.
Insights
News
August 31, 2026
Senior Counsel William A. Morgan said multistate tax exposure can extend beyond income and sales taxes.
September 17, 2024
The attorneys assert a SCOTUS holding requires revisiting dealers’ succession plans based on business-owned life insurance.
August 15, 2024
Forty-one attorneys from Murtha Cullina LLP have been selected for inclusion in the 2025 edition of The Best Lawyers in America® and five at
November 21, 2023
Part of the article emphasizes the importance of having a comprehensive estate and/or succession plan for auto dealership owners.
November 3, 2023
Murtha Cullina represented Sullivan Tire as it transitioned the ownership of the company to a newly formed Employee Stock Ownership Plan.
May 11, 2023
On April 13, the Massachusetts House of Representatives approved H.3770, a tax reform bill that includes significant changes for individuals
January 27, 2023
A new year signals new opportunities to protect your family against life’s inevitable ups and downs. Over the last several years we have
March 31, 2022
Events
October 30, 2025
Bill Morgan will discuss LLCs in Estate Planning and Administration during the 2025 Federal Tax Institute of New England.
October 10, 2025
Terry Flynn to present “Driven to Comply: Recent Enforcement Trends Targeting Automotive Dealers” at MSADA Annual Meeting.
External Publications
Professional and Civic
- American Academy of Estate Planning Attorneys
- American Bar Association
- Boston Estate Planning Council, Legislative Committee Member (August 2025-2026)
- Maricopa County Bar Association
Admissions
ArizonaMassachusettsU.S. Tax Court
Education
Golden Gate University School of Law
JD
Golden Gate University School of Law
LLM
George Washington University
BS