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

 

Ethical Wills Revisited: What you really want to communicate to your loved ones

Posted on Monday, May 7, 2012

Wills, trusts, powers of attorney, and advance directives for health care are all legal documents which deal with your assets and your health. These are important estate planning documents, and you should work with an experienced and competent estate planning… read on

 

Time is Running Out for Those Who Want to Save Taxes and Provide Huge Benefits to Their Loved Ones!

Posted on Friday, March 23, 2012

As readers of our newsletter should already be aware, the 2010 Tax Act is set to expire, or “sunset,” at the end of  2012.  This means that the laws regarding the federal wealth transfer taxes, which are the gift, estate… 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

 

The 2010 Tax Act, Gifts, and Perpetual Dynasty Trusts – The Perfect Estate Planning Combination

Posted on Tuesday, January 31, 2012

One of the many provisions of the tax law which became effective on December 17, 2010 (the “2010 Tax Act”) was a provision which effectively created federal gift and generation-skipping transfer (“GST”) tax exemptions1 of $5,000,000 for each individual U.S.… 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

 

Long-Term Trust-Based Planning Makes Focusing on Intent More Important

Posted on Wednesday, November 2, 2011

What is your true estate planning intent? Let this question sink in for a moment, then think about it again: What is your true estate planning intent? How do you want your loved ones to benefit from the assets you… read on

 

Historically Low Interest Rates Create Incredible Planning Opportunities for Those Who Act Quickly

Posted on Friday, September 23, 2011

The major, but temporary, changes to the federal gift, estate, and generation-skipping transfer (“GST”) tax laws which were part of the December 17, 2010, tax act (the “2010 Tax Act”) have created a narrow window of opportunity for those who… read on

 

2010 Tax Act and Videos

Posted on Friday, August 5, 2011

For this edition of our monthly Newsletter, the Passionate Estate Planner, we are going to try something different. Richard recently gave a speech at the 2011 Fiduciary Law Institute on important planning under the temporary 2010 Tax Act. While this… 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