What is a Revocable Living Trust?
Richard Morgan, Morgan and DiSalvo, another one of our Back to the Basics newsletters. The topic today is going to be utilizing Revocable Living
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NEWS ALERT: Federal Government Quietly Threatens Attorneys, Regardless of Practice Area, with Significant Penalties & Jail Time For Assisting Those with Special Needs Family Members (Updated April 2023)
On June 25, 2019, the Social Security Administration (the “SSA”) published changes to its interpretive guidance, known as its Program Operation Manual System (the “POMS”).
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
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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
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
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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
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NEWS ALERT: The Power to Change an Otherwise Irrevocable Trust (HB121)
by Richard M. Morgan The GA Trust Code will be modernized and greatly improved beginning on July 1, 2018. As one of a small number
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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.
NEWS ALERT: Big and Important Changes to GA Law Become Effective on July 1, 2018! Read More »
