Robert M. Morgan
Inland Northwest Estate Planning and Elder Law
Spokane,WA
1
Certification
33
years of professional experience
Of Counsel attorney advising clients on elder law, estate planning, special needs trusts, Medicaid planning, probate, and guardianship. 15 Years of teaching experience as an adjunct professor of law. Guides families through complex asset-protection and long-term care issues while supporting high-stakes legal decisions with clear counsel. Has substantial experience advising business clients, including entity choices, tax benefits, and reviewing contracts. Brings courtroom-ready judgment, teaching experience, and seminar leadership to client education and case strategy.
Work History
Of Counsel
Partner
4 Years- Ran 2 partner offices with 8 support staff practicing elder law, real estate, estate planning, including first- and third-party Special Needs Trusts and Medicaid /Long Term Planning, Probate, and Guardianship
Adjunct Professor of Law
10 Years- Taught and Lectured courses in Elder Law, Real Estate, Contracts and Commercial Laws, Trusts, and Estates, and Elder Law Skills seminars. Presentation of numerous seminars for the public and the legal community, as referenced below in Seminars and Teaching.
Principal
6 Years- Overall responsibility for operating my solo practice and providing legal services as noted in areas of expertise.
Partner
14 Years- Partner in charge of Estates, Trusts, and Elder Law Department; General Commercial Business Practice; Former Firm President and Treasurer; Former Vice President and Board Member. Practice areas include Estate Planning, Elder Law, Commercial and Residential Real Estate, Contract, and Business and Commercial Law.
- (Jacksonville, Florida)
Education
Juris Doctorate, with Distinction
Bachelor’s - Real Estate
Skills
Elder Law
Estate Planning
Special needs trusts
Medicaid planning
Guardianship law
Curriculum Development
Commercial Real Estate and Law
Residential Real Estate
Law practice management
Legal seminar instruction
Alternative dispute resolution
Mediation techniques
Legal research
Legal writing
Affiliations
- Florida Bar (1985)
- Washington Bar (2009)
- Practiced in Federal Court Middle and Southern Districts of Florida;
- Jacksonville, Florida Bar Association (Former chair Trust and Probate Section)
- National Academy of Elder Law Attorneys
- Academy of Florida Elder Law Attorneys
- Florida Bar Real Property, Probate & Trust Law and Elder Law Sections (former officer and director)
- North Florida Estate Planning Council
- Florida Supreme Court Certified Circuit Court Mediator
Certification
Florida Supreme Court Certified Mediator
Timeline
Partner
Bowers, Morgan and Associates, P.A.
01.2014 - 01.2018Read More
Adjunct Professor of Law
Florida Coastal School of Law
01.2008 - 01.2018Read More
Principal
Robert M. Morgan & Associates, P.A.
01.2008 - 01.2014Read More
Partner
Ford, Boulus, Duss, Morgan, Kenney, Safer & Hampton, P.A.
01.1994 - 01.2008Read More
Arizona State University
Bachelor’s from Real Estate
Read More
Of Counsel
Inland Northwest Estate Planning and Elder Law
CurrentRead More
Mississippi College School of Law
Juris Doctorate, with Distinction
Read More
Publications
- Drafting Wills And Trusts: Be Careful Naming Life Insurance Beneficiaries in Estate Planning Documents, Washington State Bar News, Vol. 80, No. 3 March 2026
- Good Ethics = Good Business, National Academy of Elder Law Attorneys, Hawaii, 2008 Symposium
- Guiding Your Client To Get the Best Tax Break in Caregiving, National Academy of Elder Law Attorneys, Washington, D.C. Conference April, 2006
- How to Certify Unrecorded Documents, Elder Law Advocate, Florida Bar (3/05)
- 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)
- The Revised Notary Law, Elder Law Advocate, Florida Bar (1999)
- 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)
- American Constitutional Law Seminar, University of Vilnius School of Law, Vilnius, Lithuania, February and March 2026
- Atlanta Bar Association, Estate Planning & Probate Section, Speaker on Florida Law update, Atlanta, GA (January 2012)
- The New & Improved Florida Power of Attorney Law - What Out-of-State Practitioners Should Know, Allegheny County Bar Association, Pittsburgh, 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)
- Speaker at The Florida Bar, CLE, Basic Guardianship (February 2010; 2014)
- Representing Your Snowbird Clients, Erie County, New York Bar Association Continuing Legal Education Program, Buffalo, New York, October 2008.
- 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 Concert, Academy of Florida Elder Law Attorneys, Fort Lauderdale, Florida, March 23, 2007
- 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
- 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)
- Elder Law Section Member to Real Property, Probate, and Trust Law Section Drafting Committee for Florida Revisions to Durable Power of Attorney Act