Georgia Supreme Court Speaks: Married Persons Are Free to Transfer Assets and Proper Title is Critical to Accomplish Intended Transfers (Gibson v. Gibson)

On June 5, 2017, the Georgia Supreme Court issued its opinion in the case of Gibson v. Gibson, S17F0593 (Ga. 2017). In Gibson, the Court considered the scope of a married person’s power to freely transfer his or her own assets to a third party.

2017-09-18T11:09:22+00:00 September 15th, 2017|Articles, News, Newsletters|

Georgia Has a New Uniform Power of Attorney Act Effective as of July 1, 2017 (Part 3)

Beginning on July 1, 2017, a new Uniform Power of Attorney Act (the “UPOAA”) applies to most written, general financial Powers of Attorney (“POAs”) created by individuals in Georgia. This newsletter is Part 3 of our three-part series on the UPOAA.1 Part 1 covered the most important aspects of the UPOAA other than the power [...]

2017-08-22T11:30:59+00:00 August 16th, 2017|Articles, News, Newsletters|

Richard M. Morgan, Esq. Named to The Best Lawyers in America® List for Fifth Consecutive Year

Alpharetta, GA. August 15, 2017 —Morgan and DiSalvo, P.C., is pleased to announce that Richard M. Morgan has been included in the 2018 Edition of The Best Lawyers in America. Since it was first published in 1983, Best Lawyers has become universally regarded as the definitive guide to legal excellence. This marks the fifth consecutive [...]

2017-08-15T10:40:11+00:00 August 15th, 2017|News, News Releases|

Morgan and DiSalvo, P.C., Congratulates Mairin McGinley for Passing the Bar & Welcomes Julia Perez to the Firm

Alpharetta, GA. July 13, 2017 —Morgan and DiSalvo, P.C., is pleased to congratulate Mairin Ashley McGinley, Esq., for passing the Georgia Bar Exam and announce the hiring of Julia Perez as administrative assistant. With a full-time, licensed associate attorney on board as well as a proven administrative professional, we are able to effectively respond to [...]

2017-07-13T08:13:57+00:00 July 13th, 2017|News, News Releases|

Georgia Has a New Uniform Power of Attorney Act Effective as of July 1, 2017 (Part 2)

Beginning on July 1, 2017, a new Uniform Power of Attorney Act (the “UPOAA”) will apply to most written, general financial Powers of Attorney (“POAs”) created by individuals in Georgia. This Newsletter is Part 2 of our 3-part series on the UPOAA.1 Part 1 covered the most important aspects of the UPOAA other than the [...]

2017-08-31T11:12:14+00:00 June 28th, 2017|Articles, News, Newsletters, Power of Attorney|

Georgia Has a New Uniform Power of Attorney Act Effective as of July 1, 2017! (Part 1)

Beginning on July 1, 2017, a new Uniform Power of Attorney Act (the “UPOAA”) will apply to most written, general, financial Powers of Attorney (“POAs”) created by individuals in Georgia. This Newsletter is Part 1 of our 3-part series on the UPOAA. Part 1 covers all aspects of the UPOAA other than the power provisions, [...]

2017-06-29T07:29:53+00:00 May 18th, 2017|Articles, News, Newsletters, Power of Attorney|

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.

2017-04-27T06:22:28+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|

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