Irrevocable Trusts
Have an Irrevocable Trust? Have lunch with your accountant in the first 65 days of the year!
By Diane Weinberg, Morgan & DiSalvo, P.C. With the turning of the year and our progression into spring, our thoughts turn gently to the upcoming …
Significant Changes to GA Law Became Effective on July 1, 2018, and We Are Here to Educate and Help
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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 …
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 …
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 …
Have an Irrevocable Trust? You May Need to Meet With Your Accountant Before March 6, 2018!
With the turning of the year and our progression into spring, our thoughts turn gently to the upcoming income tax season and to the March …