Article on Burt Reynolds’s Will Contains Overly Broad Statements Regarding Trusts
By Loraine M. DiSalvo, Morgan & DiSalvo, P.C. I was a Burt Reynolds fan since my dad took me to see “Smokey and the Bandit” way
Trust
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.
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
Estate and Trust Disputes: Ways to Resolve Them and the Morgan & DiSalvo Approach
This article is part of a series on Estate and Trust Disputes. Other resources include: Estate & Trust Disputes: Common Types and How to Avoid
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
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
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
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
