News & Articles2017-06-15T13:32:30+00:00

News & Articles

Ten Common Myths About Estate Planning

Having a professionally prepared estate plan is a crucial part of planning for the future. A well-crafted Will-based or Trust-based plan can provide security and other protections for one’s beneficiaries, can help to avoid significant expense and inconvenience to them, and can provide peace of mind to the person making the plan.

January 21st, 2019|

Watch Now: Look Before You Leap

Our first video edition of "The Passionate Estate Planner" highlights the new 20% tax deduction for qualified business income. In less than 3.5 minutes, Richard Morgan shares the impact of this important provision in the 2017 "Trump" Tax Act. Who benefits? Who doesn't? Click on the picture below to watch and find out...  

October 23rd, 2018|

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 our new service to help those who wish to ensure that their estate plans are [...]

July 30th, 2018|

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 income tax purposes, but non-grantor trust status is desired, all of the trust's provisions and [...]

July 28th, 2018|

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 corrected. Change the Trustee. Many trusts were drafted in an inflexible manner and require burdensome [...]

July 26th, 2018|

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 Federal tax law and Georgia trust law. On top of the significant Federal tax law [...]

June 6th, 2018|

NEWS ALERT: The Power to Change an Otherwise Irrevocable Trust (HB121)

by Richard M. Morgan The GA Trust Code will be modernized and greatly improved beginning on July 1, 2018. As one of a small number of members of the GA Trust Code Update sub-committee of the GA Bar Association's Fiduciary Law Section, our very own Richard M Morgan, was intimately involved with this new legislation. While some of these changes could be categorized as clarifications or changes around the edges [...]

May 25th, 2018|
Print Friendly, PDF & Email

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