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 Left of the 2010 Tax Act” will cover the latest estate planning strategies and tactics to consider in light of the one remaining year of the 2010 Tax Act, including:

• What planning steps should our clients be taking now?
• What changes should be made to wills and trusts?
• How should the $5.12 million gift and GST tax exemptions be used?