Author name: Marketing

Morgan and DiSalvo, P.C. Achieves Highest Metro Tier 1 Ranking from U.S. News & World Report and Best Lawyers

Morgan and DiSalvo, P.C. is pleased to announce that the firm has been named to the 2017 Edition of the “Best Law Firms” rankings as a Tier 1 regional practice in Trusts and Estates by U.S. News & World Report and Best Lawyers®. Firms included in the 2017 “Best Law Firms” list are recognized for professional excellence with persistently impressive ratings from clients and peers.

Morgan and DiSalvo, P.C. Achieves Highest Metro Tier 1 Ranking from U.S. News & World Report and Best Lawyers Read More »

NEWS ALERT: The IRS Just Confirmed That a QTIP Election Can Be Used With a Portability Election, Answering a Question That Has Existed Since 2010

The IRS recently answered a question that has existed for nearly six years now: whether Revenue Procedure 2001-38 would end up preventing the intentional use of a QTIP trust as part of planning aimed at using the new portability election to have a deceased spouse’s Basic Exclusion Amount transferred to a surviving spouse.

NEWS ALERT: The IRS Just Confirmed That a QTIP Election Can Be Used With a Portability Election, Answering a Question That Has Existed Since 2010 Read More »

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