Revocable Living Trusts: What You Need to Know
On September 14, 2016, Richard Morgan was part of a panel discussion at the monthly meeting of the Estate Planning & Probate Section of the
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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.
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.
The Not-So-Obvious Reasons that Estate, Trust, Conservatorship, and Guardianship Related Disputes Are Going to Explode in Number in the Future (Updated February 2023)
Common sense tells us that, as the number of older people in our country increases, the need for estate planning, trust planning, conservatorships, and guardianships
Georgia 529 Plans Get Even Better For Married Couples
Beginning with the 2016 tax year (i.e., for Georgia income tax returns filed in 2017), the 529 Plan contribution income tax deduction for married couples
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Morgan and DiSalvo, P.C. Partner, Richard M. Morgan, Named to Best Lawyers® List for Fifth Consecutive Year
Morgan and DiSalvo, P.C. is pleased to announce that Richard M. Morgan has been named to the 2017 Edition of The Best Lawyers in America in
NEWS ALERT: Brand New Proposed Treasury Regulations Under IRC Section 2704 May Significantly Impact Family Business & Investment Entities
The Treasury Department and the Internal Revenue Service (“IRS”) have long planned to modify Internal Revenue Code (“IRC”) Section 2704. Finally, on August 2, 2016, the proposed new rules were announced.
Back to the Basics: First Party vs. Third Party Asset Protection
At our firm, most of our clients are hard-working and successful. Having worked hard to accumulate the assets that they have, these clients are often
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