Author name: Richard Morgan

Morgan & DiSalvo, P.C. Recognized by Best Lawyers® as a 2024 Tier 1 Law Firm for “Trusts and Estates Law” and Tier 2 for “Taxation Law” in Georgia

Morgan & DiSalvo, P.C. announced that the firm has received a Tier 1 ranking in Trusts & Estates Law and Tier 2 in Taxation Law by Best Lawyers®, representing the Greater Atlanta region for an impressive twelve years in a row.

Morgan & DiSalvo, P.C. Recognized by Best Lawyers® as a 2024 Tier 1 Law Firm for “Trusts and Estates Law” and Tier 2 for “Taxation Law” in Georgia Read More »

state Planning for Married Couples with Children from Prior Relationships (Blended Families) and for Couples without Children (Updated December 2022)

Estate Planning for Married Couples with Children from Prior Relationships (Blended Families) and for Couples without Children (Updated December 2022)

Estate planning for blended families and for those without children can raise difficult issues, but viable options normally exist to keep the parties satisfied. Blended

Estate Planning for Married Couples with Children from Prior Relationships (Blended Families) and for Couples without Children (Updated December 2022) Read More »

Portability Can Now Be Elected Up to Five Years After Date of Death Without the Need for Private Letter Ruling Where an Estate Tax Return (IRS Form 706) Was Not Otherwise Required to be Filed [Rev. Proc. 2022-32]

The Internal Revenue Service (IRS) has provided good news to many families by effectively extending the time to file an IRS Form 706 and make

Portability Can Now Be Elected Up to Five Years After Date of Death Without the Need for Private Letter Ruling Where an Estate Tax Return (IRS Form 706) Was Not Otherwise Required to be Filed [Rev. Proc. 2022-32] Read More »

IRS Issues “Anti-Abuse” Clawback Proposed Regulations: Important for Those Attempting to Utilize the Temporarily Doubled Basic Exclusion Amount

IRS Issues “Anti-Abuse” Clawback Proposed Regulations: Important for Those Attempting to Utilize the Temporarily Doubled Basic Exclusion Amount

As we discussed in several prior Newsletters, the 2017 Tax Act temporarily doubled the exemption from the Estate and Gift Taxes, known as the Basic

IRS Issues “Anti-Abuse” Clawback Proposed Regulations: Important for Those Attempting to Utilize the Temporarily Doubled Basic Exclusion Amount Read More »

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