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
Thinking Through the Need, Ability and Process to Modify an Irrevocable Trust Read More »
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
Reasons to Decant or Otherwise Modify an Irrevocable Trust Read More »
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
NEWS ALERT: The Power to Change an Otherwise Irrevocable Trust (HB121) Read More »
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 »
By Richard M. Morgan & Loraine M. DiSalvo Disputes that arise after a loved one dies can be incredibly destructive, to both assets and relationships.
Estate & Trust Disputes: Common Types and How to Avoid Them Read More »
This article is part of a series on Estate and Trust Disputes. Other resources include: Estate & Trust Disputes: Common Types and How to Avoid
Estate and Trust Disputes: Ways to Resolve Them and the Morgan & DiSalvo Approach Read More »
by Richard M. Morgan & Loraine M. DiSalvo In our July 2010 newsletter, we discussed various dispute resolution processes. We discussed traditional litigation, along with
Recently, I met with a new client, and was confronted yet again with the result of bad advice from bankers. The client had a power
Banks Wreak Havoc on Estate Planning By Forcing the Use of Joint Accounts Read More »
