About Kerry Wolfe

This author has not yet filled in any details.
So far Kerry Wolfe has created 106 blog entries.

Recharged and Ready to Go

As I type, I am sitting in the New Orleans airport waiting for my flight home. I have just attended the 11th Annual Conference of the Academy of Special Needs Planners, and my brain is spinning with new information and new ideas as to how I can apply those ideas to my clients. I feel charged with energy, enthusiasm and renewed purpose and vision.

2017-04-27T06:22:28+00:00 April 26th, 2017|ABLE Act, Articles, News, Newsletters, Special Needs, Trusts|

NEWS ALERT: Another Important IRS Filing Due by May 1, 2017, for Those Involved with Conservation Easements (IRS Notice 2017-10)

The Internal Revenue Service (IRS) has moved to put a yield sign in front of anyone wanting to invest in a syndicated conservation easement to gain a charitable tax deduction and, in this regard, has issued a Notice which retroactively applies to transactions entered into on or after January 1, 2010. The Notice states that [...]

2017-02-28T05:38:22+00:00 February 27th, 2017|Articles, News, News Alert|

Richard M. Morgan and Loraine M. DiSalvo Named to Super Lawyers of Georgia List for Fifth Consecutive Year

Estate Planning Attorneys Morgan and DiSalvo, P.C. announced today that both Richard M. Morgan and Loraine M. DiSalvo were named to the Super Lawyers of Georgia 2017 List. No more than five percent of the lawyers in the state are selected to receive this honor. Super Lawyers, a Thomson Reuters business, is a rating service [...]

2017-02-20T13:32:30+00:00 February 21st, 2017|News, News Releases|

Big Changes Are Likely Coming to The GA Trust Code in July 2017

By Richard Morgan Many state legislatures over the last decade or so have been on a mission to become more friendly as to estate and trust laws. These changes have included, among others, the extension of the rule against perpetuities safe harbor from 90 years to either 360 years or longer, or a total termination [...]

2017-02-16T14:31:12+00:00 February 15th, 2017|Articles, Estate & Tax Planning, News, Newsletters, Trusts|

Show Your Sweetheart That You Care – Don’t Accidentally Disinherit Your Spouse or Child

By Diane Weinberg In addition to flowers, candy, and romantic dinners on Valentine's Day, you can give another more valuable gift to your spouse and children. Take a few minutes to review the beneficiary designations to your insurance policies, retirement accounts, and annuities to ensure that the right person will receive an inheritance in the [...]

2017-02-13T12:07:40+00:00 February 14th, 2017|Blog|

Happiness: A Scientific Update on How to Achieve a Happy and Fulfilling Life

On January 27, 2017, we were fortunate enough to attend the Balser Symposium in Atlanta to celebrate charitable giving with other like-minded professionals. This year, the speaker was Raj Raghunathan, author of the new book, If You’re So Smart, Why Aren’t You Happy? and professor at the University of Texas with the most successful massive open online course (MOOC) entitled “A Life of Happiness and Fulfillment.”

2017-02-09T07:11:33+00:00 February 9th, 2017|Blog|

NEWS ALERT: Important IRS Filings Due by May 1, 2017, for Those Involved with Micro-Captive Insurance Companies (IRS Notice 2016-66, as Modified by IRS Notice 2017-08)

The IRS has moved to put a yield sign in front of anyone creating or utilizing a micro-captive insurance company under IRC Section 831(b) by designating all (or mostly all) such micro-captives created on or after November 2, 2006, as transactions of interest which have significant notice requirements. These include the need for captive owners [...]

2017-02-02T11:25:31+00:00 January 30th, 2017|Articles, Estate & Tax Planning, News, News Alert|

The Power of Music

As an Elder Law attorney, I have heard more than a few tragic stories about how adult children and siblings have lost connections with their loved ones through dementia. I have also heard a number of stories about how music has been able to create a connection between family members and their elderly parents who were otherwise non-verbal or almost non-ambulatory. To be effective, the music must be part of that individual’s past. For example, an avid church member may respond to Amazing Grace.

2017-01-24T07:42:48+00:00 January 24th, 2017|Blog|

Loraine DiSalvo Selected as One of Georgia Trend Magazine’s “Legal Elite”

Morgan and DiSalvo, P.C. is pleased to announce that partner Loraine DiSalvo has been named one of Georgia Trend magazine's "Legal Elite" for 2016. For the past 14 years, Georgia Trend has asked the state's attorneys to nominate lawyers they think are the best in their field. This year's group of Legal Elite represent nearly [...]

2016-12-22T07:50:16+00:00 December 28th, 2016|News, News Releases|

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