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Teresa Byrd Morgan

Morgan & Getzan

Teresa Byrd Morgan

Morgan & Getzan

Teresa Byrd Morgan

Morgan & Getzan

Teresa has been working in the legal field her entire adult life. At the age of 22, she began working in civil litigation firms in various support positions. During this period, she obtained her undergraduate degree from the University of Central Florida, and ultimately decided to make law her career.

At the age of 28, Teresa entered the University of Florida College of Law, where she excelled in her legal studies, and graduated with honors in 1987.

Teresa then began six years of service to the First District Court of Appeal as Chief Judge E. Earle Zehmer’s senior judicial clerk. As an appellate law clerk, Teresa reviewed appeals emanating from every area of state law, and drafted many appellate opinions ultimately released by the court.

In 1993, Teresa and her husband decided to build their dream home on the banks of the Suwannee River in rural North Central Florida. She served as a general practitioner in a small law firm for four years, and in 1997 opened her own firm, limiting her practice to the areas of estate planning, probate and trust settlement, business law, and appellate law. When her parents began declining both physically and cognitively and she found herself immersed in the world of caregiving for aged parents, she broadened her practice to include elder law. She is deeply gratified to be able to help families effectively deal with the physical, emotional, and financial aspects of caring for their elderly loved ones.

Teresa is married to Dan Morgan, and they have one child, Jason Morgan, an attorney for the U.S. Department of Defense, and two granddaughters, Caroline and Amelia. Teresa also enjoys being “Resa” to Dan’s additional grandchildren, Cooper, Morgan, Ashley, Latham, Reagan, and Kennedy. Teresa and Dan’s family would not be complete without their pets, which include Daphne, a Maine Coon cat, and Gracie, a Labrador Retriever.

Firm Description

PRACTICE AREAS

  • Trust Administration
  • Elder Law
  • Estate Planning
  • Probate

Hours

Day From To
Monday 9:00 AM 5:00 PM
Tuesday 9:00 AM 5:00 PM
Wednesday 9:00 AM 5:00 PM
Thursday 9:00 AM 5:00 PM

Cost

What Is an Elder Law Attorney?

Main Office

234 East Duval Street
Lake City, FL 32055

On the web

View Firm Website


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To be eligible for Medicaid long-term care, recipients must have limited incomes and no more than $2,000 (in most states). Special rules apply for the home and other assets.

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Distinguish the key concepts in estate planning, including the will, the trust, probate, the power of attorney, and how to avoid estate taxes.

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Learn about grandparents’ visitation rights and how to avoid tax and public benefit issues when making gifts to grandchildren.

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Guardianship/Conservatorship

Understand when and how a court appoints a guardian or conservator for an adult who becomes incapacitated, and how to avoid guardianship.

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Health Care Decisions

We need to plan for the possibility that we will become unable to make our own medical decisions. This may take the form of a health care proxy, a medical directive, a living will, or a combination of these.

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Distinguish the key concepts in estate planning, including the will, the trust, probate, the power of attorney, and how to avoid estate taxes.

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Learn about grandparents’ visitation rights and how to avoid tax and public benefit issues when making gifts to grandchildren.

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Guardianship/Conservatorship

Understand when and how a court appoints a guardian or conservator for an adult who becomes incapacitated, and how to avoid guardianship.

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Health Care Decisions

We need to plan for the possibility that we will become unable to make our own medical decisions. This may take the form of a health care proxy, a medical directive, a living will, or a combination of these.

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Understand the ins and outs of insurance to cover the high cost of nursing home care, including when to buy it, how much to buy, and which spouse should get the coverage.

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Medicare

Learn who qualifies for Medicare, what the program covers, all about Medicare Advantage, and how to supplement Medicare’s coverage.

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We explain the five phases of retirement planning, the difference between a 401(k) and an IRA, types of investments, asset diversification, the required minimum distribution rules, and more.

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Senior Living

Find out how to choose a nursing home or assisted living facility, when to fight a discharge, the rights of nursing home residents, all about reverse mortgages, and more.

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Social Security

Get a solid grounding in Social Security, including who is eligible, how to apply, spousal benefits, the taxation of benefits, how work affects payments, and SSDI and SSI.

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Learn how a special needs trust can preserve assets for a person with disabilities without jeopardizing Medicaid and SSI, and how to plan for when caregivers are gone.

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Explore benefits for older veterans, including the VA’s disability pension benefit, aid and attendance, and long-term care coverage for veterans and surviving spouses.

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