Estate & Trust Disputes: Common Types and How to Avoid Them

By Richard M. Morgan & Loraine M. DiSalvo Disputes that arise after a loved one dies can be incredibly destructive, to both assets and relationships. Such disputes can also cause the destruction of the loved one’s intended asset distribution plan. Careful estate planning, carried out with the help of an experienced estate planning attorney, can [...]

Asset protection for beneficiaries in bankruptcy does not exist for outright transfers to beneficiaries.

Just reviewed a wonderful article written by one of the primary asset protection gurus in the country as to a recent bankruptcy court case where a beneficiary tried to avoid his inheritance from being subject to the claim of his creditors in bankruptcy. The beneficiary tried to utilize a Spendthrift provision in his deceased mother’s [...]

2014-08-13T17:02:16+00:00 August 13th, 2014|Blog|

Estate and Trust Disputes: Ways to Resolve Them and the Morgan & DiSalvo Approach

by Richard M. Morgan & Loraine M. DiSalvo In our last Newsletter, we discussed some of the most common types of estate and trust related disputes and the best ways to avoid them. In this Newsletter, we discuss various options for resolving estate or trust related disputes, and our particular approach to resolving such disputes. [...]

Collaborative Process – The New Alternative Legal Process for Amicably Resolving Disputes

by Richard M. Morgan & Loraine M. DiSalvo In our July 2010 newsletter, we discussed various dispute resolution processes. We discussed traditional litigation, along with arbitration and mediation, which are two of the alternative dispute resolution processes which were developed to address some of the shortcomings of traditional litigation. To review the July 2010 newsletter, [...]

Time is Running Out for Those Who Want to Save Taxes and Provide Huge Benefits to Their Loved Ones!

As readers of our newsletter should already be aware, the 2010 Tax Act is set to expire, or “sunset,” at the end of  2012.  This means that the laws regarding the federal wealth transfer taxes, which are the gift, estate and generation-skipping transfer or “GST” taxes, will all revert to pre-2001 law, including significantly lower [...]

The 2010 Tax Act, Gifts, and Perpetual Dynasty Trusts – The Perfect Estate Planning Combination

One of the many provisions of the tax law which became effective on December 17, 2010 (the “2010 Tax Act”) was a provision which effectively created federal gift and generation-skipping transfer (“GST”) tax exemptions1 of $5,000,000 for each individual U.S. citizen or U.S. permanent resident. Another provision made these exemptions subject to indexing for inflation [...]

Long-Term Trust-Based Planning Makes Focusing on Intent More Important

What is your true estate planning intent? Let this question sink in for a moment, then think about it again: What is your true estate planning intent? How do you want your loved ones to benefit from the assets you leave behind? Would you like to provide a safety net or a source of support? [...]

Historically Low Interest Rates Create Incredible Planning Opportunities for Those Who Act Quickly

The major, but temporary, changes to the federal gift, estate, and generation-skipping transfer (“GST”) tax laws which were part of the December 17, 2010, tax act (the “2010 Tax Act”) have created a narrow window of opportunity for those who wish to have their hard-earned assets benefit them and their loved ones, rather than the [...]

2010 Tax Act and Videos

For this edition of our monthly Newsletter, the Passionate Estate Planner, we are going to try something different. Richard recently gave a speech at the 2011 Fiduciary Law Institute on important planning under the temporary 2010 Tax Act. While this speech was given primarily to other estate planning attorneys at this prestigious Georgia Institute, we [...]

Announcing the New Morgan and DiSalvo Website!

For the past few months, we have had our technical team hard at work designing and building a brand-new website to better serve our clients and professional contacts. Everything about the site is improved, from a wider, more user-friendly layout and improved navigation to an easier-to-read text style. The site is divided into five tabbed [...]

2016-12-22T06:24:00+00:00 July 4th, 2011|News|

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