Significant Changes to GA Law Became Effective on July 1, 2018, and We Are Here to Educate and Help

In light of the significant changes to Georgia trust law beginning July 1, 2018, we wanted to create an easy way for our readers to learn more about this important estate planning topic. Here is a listing of the current materials on our website: Introducing the M&D Will & Trust Improvement Service! This Newsletter introduces [...]

2018-09-25T14:08:15+00:00July 30th, 2018|Irrevocable Trusts, News, Newsletters|

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 considering the type of legal process, but considering the technical changes needed to achieve the desired outcome. For example, if a trust is considered to be a grantor trust for [...]

2018-07-30T06:45:12+00:00July 28th, 2018|Articles, Irrevocable Trusts, News, Newsletters|

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 of the more common reasons: Correct trust drafting errors, such as scrivener's errors or ambiguous terms. A lot of trusts were simply not drafted properly and these mistakes can be [...]

2018-07-30T04:48:03+00:00July 26th, 2018|Articles, Irrevocable Trusts, News, Newsletters|

Morgan and DiSalvo, P.C. Launches Will and Trust Improvement Service

Alpharetta Estate Planning Attorneys Respond to Recent Changes to both Federal Tax Law and Georgia Trust Law by Expanding Service Offering Alpharetta, GA. June 6, 2018 — Morgan and DiSalvo, P.C., an award-winning estate planning firm, announced the launch of their new will and trust improvement service today in response to recent changes to both [...]

2018-06-05T13:18:34+00:00June 6th, 2018|News, News Releases|

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.

2018-06-05T12:46:18+00:00May 10th, 2018|News, News Alert, Power of Attorney|

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+00:00February 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+00:00December 14th, 2017|Charitable Gifts, News, News Alert|

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