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 [...]

2017-06-29T13:27:17+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|

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 Coming To The GA Trust Code, But Likely Not Until July 2018! (Originally Published March 2017 & Updated May 2017)

By Richard Morgan Many state legislatures over the last decade or so have been on a mission to modify state laws 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, [...]

2017-06-15T06:11:53+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|

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