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.

2018-05-10T11:29:20+00:00 May 10th, 2018|News, News Alert, Power of Attorney|

The 2017 Tax Act: Lots of Changes, But What Does It All Mean?

It is clear that the 2017 Tax Act1 is significant and provides numerous fundamental changes that make our already complex tax system even more complex. With this level of complexity, it is likely that it will take several years for tax professionals to fully understand its terms and the planning needed to fully benefit from [...]

2018-03-08T10:03:29+00:00 March 7th, 2018|2017 Tax Act, Articles, News, Newsletters|

Richard Morgan and Loraine DiSalvo Named to Super Lawyers 2018 List for Sixth 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 2018 List. No more than five percent of the lawyers in the state are selected to receive this honor. This is both attorneys' sixth consecutive year on the prestigious [...]

2018-03-07T12:53:24+00:00 February 27th, 2018|News|

NEWS ALERT: Coming Tax Law Changes May Effectively Eliminate the Deduction for Charitable Contributions – Consider Making Your Charitable Gifts Before 2017 Ends!

People who regularly make charitable contributions generally expect that those contributions will be deductible on their income tax returns. However, some of the currently proposed tax law changes would effectively eliminate this deduction for a huge portion of U.S. taxpayers.

2017-12-14T13:31:49+00:00 December 14th, 2017|Charitable Gifts, News, News Alert|

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

Alpharetta, Ga., November 1, 2017 – Morgan and DiSalvo, P.C. is pleased to announce that the firm has been named to the 2017 U.S. News – Best Lawyers® “Best Law Firms” list as a Tier 1 regional practice in Trusts and Estates for the sixth consecutive year. Firms included in the 2018 "Best Law Firms" list are recognized for professional excellence with persistently impressive ratings from clients and peers.

2017-11-01T06:43:23+00:00 November 1st, 2017|News, News Releases|

Morgan & DiSalvo Welcomes Allison L. Byrd, Esq. as Associate Attorney

ALPHARETTA, Ga., Oct. 26, 2017 – Morgan & DiSalvo, P.C., an award-winning law firm specializing in trust and estate law, is pleased to announce the recent hire of Allison L. Byrd. With more than 20 years as a practicing attorney in Georgia, Byrd’s areas of concentration include estate planning, probate law, and alternative dispute resolution. [...]

2017-10-26T15:02:41+00:00 October 26th, 2017|News, News Releases|

Proposed Tax Reform – What Should You Do Now?

On September 27, 2017, President Trump announced the release of a “Unified Framework For Fixing Our Broken Tax Code” (the “Framework”). A copy of the Framework can be found at http://src.bna.com/sS3. The Framework was produced by the influential group known as the “Big Six.”1 The stated objectives of the changes outlined in the Framework are [...]

2017-12-20T13:29:11+00:00 October 26th, 2017|Articles, News, Newsletters, Tax Planning, Uncategorized|

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|

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