Trusts
NEWS ALERT: Federal Government Quietly Threatens Attorneys, Regardless of Practice Area, with Significant Penalties & Jail Time For Assisting Those with Special Needs Family Members (Updated April 2023)
On June 25, 2019, the Social Security Administration (the “SSA”) published changes to its interpretive guidance, known as its Program Operation Manual System (the “POMS”).
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Who Are Your Grandchildren Under Your Estate Planning Documents?
by Richard M. Morgan As can be seen in the case of actress Elizabeth Hurley’s son, Damian Hurley, a child born out-of-wedlock to Peter Bing’s ...
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The 2019 Secure Act: The Good, the Bad and the Ugly Annuities
While Republicans and Democrats in Congress have been unable to agree on almost anything since President Obama was in office, something happened on May 23, ...
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A Deeper Dive Into Long-Term Trusts
It’s Richard Morgan at Morgan and DiSalvo. Another in our series of Back to the Basics of video newsletters. So we’re gonna take a little ...
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Passing Assets to Children
Hello, this is Richard Morgan at Morgan and DiSalvo. Another one of our back to the basics video newsletters series. This topic is how ...
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Single Person with Children: 2 Critical Questions
Hello, this is Richard Morgan at Morgan and DiSalvo. This is part of our back-to-the-basics newsletter series. This topic is on the two critical ...
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Planning for Blended Families
This is Richard Morgan at Morgan and Disalvo. Another in our series of back to the basics video series. This one is a very ...
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Passing Assets to Surviving Spouse: Do I Need to Pass the Assets in Trust for Tax Reasons?
It’s Richard Morgan at Morgan and DiSalvo. Another of our video newsletters. This topic relates to the question of whether a married couple, whether ...
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