About Kerry Wolfe

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So far Kerry Wolfe has created 119 blog entries.

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

Alpharetta, Ga., November 1, 2017 – Morgan and DiSalvo, P.C. is pleased to announce that the firm has been named to the 2017 U.S. News – Best Lawyers® “Best Law Firms” list as a Tier 1 regional practice in Trusts and Estates for the sixth consecutive year. Firms included in the 2018 "Best Law Firms" list are recognized for professional excellence with persistently impressive ratings from clients and peers.

2017-11-01T06:43:23+00:00 November 1st, 2017|News, News Releases|

Morgan & DiSalvo Welcomes Allison L. Byrd, Esq. as Associate Attorney

ALPHARETTA, Ga., Oct. 26, 2017 – Morgan & DiSalvo, P.C., an award-winning law firm specializing in trust and estate law, is pleased to announce the recent hire of Allison L. Byrd. With more than 20 years as a practicing attorney in Georgia, Byrd’s areas of concentration include estate planning, probate law, and alternative dispute resolution. [...]

2017-10-26T15:02:41+00:00 October 26th, 2017|News, News Releases|

Proposed Tax Reform – What Should You Do Now?

On September 27, 2017, President Trump announced the release of a “Unified Framework For Fixing Our Broken Tax Code” (the “Framework”). A copy of the Framework can be found at http://src.bna.com/sS3. The Framework was produced by the influential group known as the “Big Six.”1 The stated objectives of the changes outlined in the Framework are [...]

2017-10-26T14:54:12+00:00 October 26th, 2017|Articles, News, Newsletters, Tax Planning, Uncategorized|

Medicaid Rules, as Explained by a Trusted Colleague

By Diane Weinberg I've always been a little hesitant to write a general article about Medicaid planning with any detail. Medicaid laws and regulations are extremely nuanced and can impact other laws, including tax laws, VA disability pension law, and laws governing trusts and estate. My biggest fear has always been that someone would read [...]

2017-10-17T12:14:11+00:00 October 10th, 2017|Blog, Elder & Special Needs Planning, Elder Law|

Georgia Supreme Court Speaks: Married Persons Are Free to Transfer Assets and Proper Title is Critical to Accomplish Intended Transfers (Gibson v. Gibson)

On June 5, 2017, the Georgia Supreme Court issued its opinion in the case of Gibson v. Gibson, S17F0593 (Ga. 2017). In Gibson, the Court considered the scope of a married person’s power to freely transfer his or her own assets to a third party.

2017-09-18T11:09:22+00:00 September 15th, 2017|Articles, News, Newsletters|

Georgia Has a New Uniform Power of Attorney Act Effective as of July 1, 2017 (Part 3)

Beginning on July 1, 2017, a new Uniform Power of Attorney Act (the “UPOAA”) applies to most written, general financial Powers of Attorney (“POAs”) created by individuals in Georgia. This newsletter is Part 3 of our three-part series on the UPOAA.1 Part 1 covered the most important aspects of the UPOAA other than the power [...]

2017-08-22T11:30:59+00:00 August 16th, 2017|Articles, News, Newsletters|

Richard M. Morgan, Esq. Named to The Best Lawyers in America® List for Fifth Consecutive Year

Alpharetta, GA. August 15, 2017 —Morgan and DiSalvo, P.C., is pleased to announce that Richard M. Morgan has been included in the 2018 Edition of The Best Lawyers in America. Since it was first published in 1983, Best Lawyers has become universally regarded as the definitive guide to legal excellence. This marks the fifth consecutive [...]

2017-08-15T10:40:11+00:00 August 15th, 2017|News, News Releases|

Morgan and DiSalvo, P.C., Congratulates Mairin McGinley for Passing the Bar & Welcomes Julia Perez to the Firm

Alpharetta, GA. July 13, 2017 —Morgan and DiSalvo, P.C., is pleased to congratulate Mairin Ashley McGinley, Esq., for passing the Georgia Bar Exam and announce the hiring of Julia Perez as administrative assistant. With a full-time, licensed associate attorney on board as well as a proven administrative professional, we are able to effectively respond to [...]

2017-07-13T08:13:57+00:00 July 13th, 2017|News, News Releases|

Georgia Has a New Uniform Power of Attorney Act Effective as of July 1, 2017 (Part 2)

Beginning on July 1, 2017, a new Uniform Power of Attorney Act (the “UPOAA”) will apply to most written, general financial Powers of Attorney (“POAs”) created by individuals in Georgia. This Newsletter is Part 2 of our 3-part series on the UPOAA.1 Part 1 covered the most important aspects of the UPOAA other than the [...]

2017-08-31T11:12:14+00:00 June 28th, 2017|Articles, News, Newsletters, Power of Attorney|

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