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Morgan & DiSalvo, PC Is Recognized by U.S. News & World Report and Best Lawyers.com as a Tier One Law Firm and a Top 20 Law Firm for “Trust and Estates Law” in Georgia

It is with great pride that Morgan & DiSalvo, PC announces it was included in the 2014 “Best Law Firms” rankings from U.S. News &

Morgan & DiSalvo, PC Is Recognized by U.S. News & World Report and Best Lawyers.com as a Tier One Law Firm and a Top 20 Law Firm for “Trust and Estates Law” in Georgia Read More »

Perpetual Dynasty Trusts – Maximizing The Benefits Of Trusts By Structuring Them To Last Longer (Updated April 2023)

In past issues of The Passionate Estate Planner, we have emphasized the benefits which trusts can provide for those who want to transfer assets to

Perpetual Dynasty Trusts – Maximizing The Benefits Of Trusts By Structuring Them To Last Longer (Updated April 2023) Read More »

IRAs and Qualified Plan Accounts: Should You Pass Them to Beneficiaries Outright or in Trust?

I.    Introduction and Summary. Most people today have a significant amount of their retirement savings in Individual Retirement Accounts (“IRAs”) or one of many other

IRAs and Qualified Plan Accounts: Should You Pass Them to Beneficiaries Outright or in Trust? Read More »

News Alert: IRS Announces That It Will Treat Same Sex Couples as Married Based on Whether the Marriage Was Recognized By the State in Which the Ceremony Took Place, Not on Whether it is Recognized by the State Where a Couple Currently Resides

By Loraine M. DiSalvo On August 29, 2013, with the publication of Revenue Ruling 2013-17, the Internal Revenue Service answered one of the many questions

News Alert: IRS Announces That It Will Treat Same Sex Couples as Married Based on Whether the Marriage Was Recognized By the State in Which the Ceremony Took Place, Not on Whether it is Recognized by the State Where a Couple Currently Resides Read More »

Planning For Married Couples After the 2012 Tax Act: Should You Transfer Assets to Your Spouse Outright or in Trust?

In this installment of the Passionate Estate Planner, we consider one of the fundamental estate planning questions that married couples need to answer: Whether assets

Planning For Married Couples After the 2012 Tax Act: Should You Transfer Assets to Your Spouse Outright or in Trust? Read More »

News Alert: What do the Two Recent U.S. Supreme Court Cases of U.S. v. Windsor and Hollingsworth v. Perry mean for Gay and Lesbian Couples?

By Loraine M. DiSalvo On June 26, 2013, the U.S. Supreme Court issued its rulings in two cases which involved marriage laws and the effect

News Alert: What do the Two Recent U.S. Supreme Court Cases of U.S. v. Windsor and Hollingsworth v. Perry mean for Gay and Lesbian Couples? Read More »

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