Recharged and Ready to Go

As I type, I am sitting in the New Orleans airport waiting for my flight home. I have just attended the 11th Annual Conference of the Academy of Special Needs Planners, and my brain is spinning with new information and new ideas as to how I can apply those ideas to my clients. I feel charged with energy, enthusiasm and renewed purpose and vision.

2017-04-26T11:24:16+00:00 April 26th, 2017|ABLE Act, Articles, News, Newsletters, Special Needs, Trusts|

NEWS ALERT: Another Important IRS Filing Due by May 1, 2017, for Those Involved with Conservation Easements (IRS Notice 2017-10)

The Internal Revenue Service (IRS) has moved to put a yield sign in front of anyone wanting to invest in a syndicated conservation easement to gain a charitable tax deduction and, in this regard, has issued a Notice which retroactively applies to transactions entered into on or after January 1, 2010. The Notice states that [...]

2017-02-28T05:38:22+00:00 February 27th, 2017|Articles, News, News Alert|

Richard M. Morgan and Loraine M. DiSalvo Named to Super Lawyers of Georgia List for Fifth Consecutive Year

Estate Planning Attorneys Morgan and DiSalvo, P.C. announced today that both Richard M. Morgan and Loraine M. DiSalvo were named to the Super Lawyers of Georgia 2017 List. No more than five percent of the lawyers in the state are selected to receive this honor. Super Lawyers, a Thomson Reuters business, is a rating service [...]

2017-02-20T13:32:30+00:00 February 21st, 2017|News, News Releases|

Big Changes Are Likely Coming to The GA Trust Code in July 2017

By Richard Morgan Many state legislatures over the last decade or so have been on a mission to become more friendly as to estate and trust laws. These changes have included, among others, the extension of the rule against perpetuities safe harbor from 90 years to either 360 years or longer, or a total termination [...]

2017-02-16T14:31:12+00:00 February 15th, 2017|Articles, Estate & Tax Planning, News, Newsletters, Trusts|

NEWS ALERT: Important IRS Filings Due by May 1, 2017, for Those Involved with Micro-Captive Insurance Companies (IRS Notice 2016-66, as Modified by IRS Notice 2017-08)

The IRS has moved to put a yield sign in front of anyone creating or utilizing a micro-captive insurance company under IRC Section 831(b) by designating all (or mostly all) such micro-captives created on or after November 2, 2006, as transactions of interest which have significant notice requirements. These include the need for captive owners [...]

2017-02-02T11:25:31+00:00 January 30th, 2017|Articles, Estate & Tax Planning, News, News Alert|

Loraine DiSalvo Selected as One of Georgia Trend Magazine’s “Legal Elite”

Morgan and DiSalvo, P.C. is pleased to announce that partner Loraine DiSalvo has been named one of Georgia Trend magazine's "Legal Elite" for 2016. For the past 14 years, Georgia Trend has asked the state's attorneys to nominate lawyers they think are the best in their field. This year's group of Legal Elite represent nearly [...]

2016-12-22T07:50:16+00:00 December 28th, 2016|News, News Releases|

Non-Spouse Beneficiaries of Inherited IRAs & The 50% Penalty: Timing is Everything!

The IRS recently published IRS Information Letter 2016-0071. This Information Letter discusses rules that apply to anyone who has inherited an IRA account or other tax-deferred retirement savings account (which we will collectively refer to as “IRA accounts” for convenience in this post), and who is not the surviving spouse of the original IRA account [...]

2016-12-22T06:23:35+00:00 December 8th, 2016|Articles, News, Newsletters, Roth IRAs, Tax Planning|

Revocable Living Trusts: What You Need to Know

On September 14, 2016, Richard Morgan was part of a panel discussion at the monthly meeting of the Estate Planning & Probate Section of the Atlanta Bar Association. The general topic of the discussion was Revocable Living Trusts (RLTs) versus Wills. The panelists tried to help attendees consider the actual advantages and disadvantages of using [...]

Morgan and DiSalvo, P.C. Achieves Highest Metro Tier 1 Ranking from U.S. News & World Report and Best Lawyers

Morgan and DiSalvo, P.C. is pleased to announce that the firm has been named to the 2017 Edition of the “Best Law Firms” rankings as a Tier 1 regional practice in Trusts and Estates by U.S. News & World Report and Best Lawyers®. Firms included in the 2017 “Best Law Firms” list are recognized for professional excellence with persistently impressive ratings from clients and peers.

2016-12-22T06:23:36+00:00 November 9th, 2016|News, News Releases|

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Morgan and DiSalvo, P.C. Achieves Highest Metro Tier 1 Ranking from U.S. News & World Report and Best Lawyers