About Richard Morgan

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So far Richard Morgan has created 41 blog entries.

Who Are Your Grandchildren Under Your Estate Planning Documents?

by Richard M. Morgan As can be seen in the case of actress Elizabeth Hurley's son, Damian Hurley, a child born out-of-wedlock to Peter Bing's son, Steve Bing, it clearly depends on the wording in the particular estate planning document. This is case where a trust creator, Peter Bing, who happens to be a multi-billionaire, [...]

2019-08-07T09:21:00-04:00August 7th, 2019|Blog|

Significant Changes to GA Law Became Effective on July 1, 2018, and We Are Here to Educate and Help

In light of the significant changes to Georgia trust law beginning July 1, 2018, we wanted to create an easy way for our readers to learn more about this important estate planning topic. Here is a listing of the current materials on our website: Introducing the M&D Will & Trust Improvement Service! This Newsletter introduces [...]

2018-09-25T14:08:15-04:00July 30th, 2018|Irrevocable Trusts, News, Newsletters|

Thinking Through the Need, Ability and Process to Modify an Irrevocable Trust

Consider what changes are needed to achieve desired goals. This is the up-front analysis that may need some significant and deep thought. This is not considering the type of legal process, but considering the technical changes needed to achieve the desired outcome. For example, if a trust is considered to be a grantor trust for [...]

2018-07-30T06:45:12-04:00July 28th, 2018|Articles, Irrevocable Trusts, News, Newsletters|

Reasons to Decant or Otherwise Modify an Irrevocable Trust

While the reasons to decant or otherwise modify an irrevocable trust are as numerous as the imagination can create, here is a listing of some of the more common reasons: Correct trust drafting errors, such as scrivener's errors or ambiguous terms. A lot of trusts were simply not drafted properly and these mistakes can be [...]

2018-07-30T04:48:03-04:00July 26th, 2018|Articles, Irrevocable Trusts, News, Newsletters|

NEWS ALERT: Big and Important Changes to GA Law Become Effective on July 1, 2018!

The 2018 GA Legislative Session turned out to be a very big deal for those living in GA. This new legislation was enacted at the end of March 2018, but the GA Governor had until the end of May 8, 2018 to veto any legislation he did not like. This time has now passed, and all of the 2018 legislation (with one exception discussed below) impacting the estate planning world will now officially become effective on July 1, 2018.

2018-06-05T12:46:18-04:00May 10th, 2018|News, News Alert, Power of Attorney|

Estate & Trust Disputes: Common Types and How to Avoid Them

By Richard M. Morgan & Loraine M. DiSalvo Disputes that arise after a loved one dies can be incredibly destructive, to both assets and relationships. Such disputes can also cause the destruction of the loved one’s intended asset distribution plan. Careful estate planning, carried out with the help of an experienced estate planning attorney, can [...]

Estate and Trust Disputes: Ways to Resolve Them and the Morgan & DiSalvo Approach

by Richard M. Morgan & Loraine M. DiSalvo In our last Newsletter, we discussed some of the most common types of estate and trust related disputes and the best ways to avoid them. In this Newsletter, we discuss various options for resolving estate or trust related disputes, and our particular approach to resolving such disputes. [...]

Collaborative Process – The New Alternative Legal Process for Amicably Resolving Disputes

by Richard M. Morgan & Loraine M. DiSalvo In our July 2010 newsletter, we discussed various dispute resolution processes. We discussed traditional litigation, along with arbitration and mediation, which are two of the alternative dispute resolution processes which were developed to address some of the shortcomings of traditional litigation. To review the July 2010 newsletter, [...]