Courts Rule Against IRS in Defined-Value Transfer Cases; Clear the Way for Using Hard to Value Assets to Optimize 2010 Tax Act Gifting Possibilities

Posted on Wednesday, May 9, 2012

Alpharetta, Georgia—May 9, 2012—Defined-value transfers, a mechanism for gifting hard-to-value assets, has long been a target of the IRS, with the agency often arguing the legitimacy of the strategy then attempting to revalue the assets for a higher amount at… read on

 

Richard Morgan to speak at the Atlanta Bar Association on Feb 8, 2012

Posted on Wednesday, February 1, 2012

Richard will be speaking at the Atlanta Bar Association, Estate Planning and Probate Section Breakfast at The Buckhead Club on Wednesday, February 8, 2012.  He will be discussing The Use of Collaborative Law in Resolving Probate,Trust and Guardian Disputes. For… read on

 

Richard Morgan – Featured Speaker at the Estate Planning Council of North Georgia

Posted on Monday, January 23, 2012

Richard Morgan of Morgan & DiSalvo PC will be the featured speaker at the Estate Planning Council of North Georgia meeting on Tuesday, January 24, 2012. Richard’s presentation titled “Estate Planning within the Chaos: What to do with One Year… read on

 

Announcing the New Morgan and DiSalvo Website!

Posted on Monday, July 4, 2011

For the past few months, we have had our technical team hard at work designing and building a brand-new website to better serve our clients and professional contacts. Everything about the site is improved, from a wider, more user-friendly layout… read on

 

Steps in the M&D Estate Planning Process

Posted on Thursday, May 5, 2011

Set up meeting to come in for your free initial estate planning consultation. We will send you a set of documents to help you prepare for this meeting to make it more productive. Of key importance is for you to… read on

 

Concern Over Spoiling Your Children

Posted on Thursday, May 5, 2011

Virtually every parent at some point wrestles with the perceived trade off of passing the maximum amount of property to his or her children and spoiling the children. Many parents are concerned that giving too much wealth to their children… read on

 

Estate Planning: Common Concerns and How to Address Them

Posted on Monday, April 25, 2011

Estate planning is the process of addressing a number of important issues that everyone will eventually need to face. This section is intended to summarize the basic concerns people have and to give you an idea of how estate planning… read on

 

Charitable Giving and Social Capital

Posted on Monday, April 25, 2011

“Social capital” is essentially money or other assets which will be used for activities which benefit either the government or society. When you pay taxes, you are involuntarily creating social capital, which will be spent as the government decides. With… read on

 

Goals of Estate Planning

Posted on Monday, April 25, 2011

1. To Select And Empower Trusted Individual(s) To Handle Your Affairs If You Become Incapacitated. Estate planning deals in part with providing for your own care and protection in the event that you suffer a long-term illness or injury at… read on

 

2011 and 2012 May Be The Golden Gifting Years

Posted on Tuesday, February 1, 2011

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the “2010 Tax Act”) made a significant number of changes to the federal estate, gift, and generation-skipping transfer (“GST”) tax laws. One of the biggest changes is a… read on