News & Articles 2017-06-15T13:32:30+00:00

News & Articles

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 provisions. Part 2 covered the power provisions. This Part 3 will review the Statutory Form [...]

August 16th, 2017|

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 year that Richard has been named to this prestigious list. Best Lawyers is the oldest [...]

August 15th, 2017|

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 our growing estate planning practice and continue to provide an exceptional experience for our clients. [...]

July 13th, 2017|

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 power provisions. This Part 2 covers the power provisions. Part 3 will review the Statutory [...]

June 28th, 2017|

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, Part 2 will cover the power provisions, and Part 3 will review the Statutory Form [...]

May 18th, 2017|

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.

April 26th, 2017|

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 the described type of transactions, or any substantially similar to it, will be considered as [...]

February 27th, 2017|

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