Morgan Davis Barnwell - Santa Barbara, CA
Attorney at Mullen & Henzell L.L.P.
Estate Planning Lawyers in Santa Barbara, CA
112 E. Victoria Street Santa Barbara, CA 93101
- Free Consultation
Santa Barbara Estate Planning Lawyer
Updated: 04/29/2026
Areas of Practice
- Estate Planning
- Tax and Business Planning
- Succession Planning
- Post Death Administration
Attorney Information
Overview
Morgan Davis Barnwell is a Partner and a member of the Estate Planning Group. Her practice includes estate and income tax planning for high-net-worth individuals and their families, including planning for liquidity events, wealth transfer planning, and charitable planning. She holds an advanced law degree in taxation (LL.M.) and assists clients with a range of tax issues in the context of estate planning and trust administration. Morgan also assists businesses and their owners with business succession planning matters, and advises business owners on the tax aspects of partnership and corporate transactions. Morgan’s commitment to the community and her approachable style make her ideally suited for clients with multi-generational estate planning and business succession goals.
Morgan is a lover of dance and music. She takes ballet and hip-hop dance classes in Santa Barbara, and enjoys attending dance performances. She is an enthusiastic L.A. Dodgers and Lakers fan.
Representative Experience
- Advised third and fourth generation business owners on succession planning matters for multi-million dollar family owned business;
- Guided non-professional trustee of multi-million dollar trust through fiduciary, tax, and valuation issues during post-death administration;
- Advised on structure of joint venture between for-profit and tax-exempt organization to minimize tax risk;
- Identified and resolved issues for proposed $150,000,000+ charitable remainder trusts;
- Advised on structure of sale of multi-million dollar professional practice
Community Involvement
As an admirer and supporter of the arts, Morgan is a member of State Street Ballet’s Social Club and has been involved with the Santa Barbara Arts Fund.
Education
-
Legal Education
-
Loyola Law School,
Los Angeles,
California, 2015
LL.M.
Honors: Highest Distinction
Major: Taxation
-
Loyola Law School,
Los Angeles,
California, 2015
-
Non Legal Education
-
Loyola Law School, Los Angeles, 2015
J.D.
Honors: summa cum laude -
University of California, Irvine, 2011
B.A.
Honors: cum laude
Major: Philosophy
-
Loyola Law School, Los Angeles, 2015
Current Employment Position(s)
-
Partner
Pro Bono Activities
- State Street Ballet’s Social Club, Member
- Santa Barbara Arts Fund
Bar Admissions
- California, 2015
Other Affiliations
- State Bar of California
- Santa Barbara County Bar Association
- Santa Barbara Women Lawyers
Photo
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