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Richard Michael Morgan
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Richard Michael Morgan

Practice areas:

Estate Planning, Trusts, Wills & Living Wills, Tax, Probate

Practice Areas

Licensed since 1987

  1. Estate Planning: 30%
    28 years
  2. Wills & Living Wills: 20%
    28 years
  3. Trusts: 20%
    28 years
  4. Probate: 15%
    28 years
  5. Tax: 15%
    28 years

Payment

Fees:

Free Consultation (60 minutes)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

6 total 

  • Hovanes Margarian

    I endorse this lawyer.

    More 

    Hovanes Margarian Consumer Protection Attorney
    Relationship: Fellow lawyer in community

  • Loraine M. DiSalvo

    I've worked with Richard since 1997, when I started my legal career. He always puts a lot of care and thought into his work, and he's always, always, always trying to think of ways we can improve the services we provide for our clients. I most definitely endorse him.

    More 

    Loraine DiSalvo Estate Planning Attorney
    Relationship: Co-worker

Contact Info

Morgan and DiSalvo, P.C.

5755 North Point Parkway Suite 17
Alpharetta, GA, 30022

Resume

License

StateStatusAcquiredUpdated
GAActive Member in Good Standing 198708/22/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.

Avvo Contributions

Legal Answers

Awards

Award NameGrantorDate Granted
AV RatedMartindale-Hubbell2015
Best Lawyers in AmericaU. S. New & World Report2015
Five Star Wealth ManagerFive Star Professional2014
Rated SuperbAVVO2014
Listed in Bar Register of Preeminent LawyersMartindale-Hubbell2014
Highes legal ability and ethical standard ratingMartindale-Hubbell2014
2013 Georgia Super LawyersSuper Lawyers Magazine2013
2013 Edition of The Best Lawyers in AmericaBest Lawyers in America2013
Five Star Wealth Manager AwardFive Star Professional2012
Executive Committee of the Fiduciary Law SectionGeorgia Bar Association2012
Legal Elite in Tax, Trust and Estate CategoryGeorgia Trend Magazine2012
Bar Register of Preeminent LawyersMartindale-Hubbell2012
AV Rated (highest peer rating)Martindale-Hubbell2012
Atlanta's Five Star Wealth Manager, Best in Client SatisfactionCrescendo Business Services2012

Work Experience

TitleCompany NameDuration
PrincipalMorgan & DiSalvo, PC1995 - Present
AttorneyMerritt & Tenney, PC1993 - 1995
AttorneyMoore, Johnson, Engram & Steele (p/k/a Moore & Rogers)1987 - 1993

Associations

Association NamePosition NameDuration
American College of Trust & Estate Council (ACTEC)Fellow2014 - Present
North Fulton Bar AssociationMember2007 - Present
Leadership North FultonGraduate2007 - 2007
Philanthropic Advisor Leadership InstituteGraduate2007 - 2007
Georgia ElderCare NetworkMember2005 - Present
Financial Planning AssociationBoard Member2002 - 2003
Estate Planning & Probate Section, Atlanta Bar AssociationPresident2002 - 2003
Legislative Committee, Fiduciary Law Section, State Bar of GeorgiaMember2001 - Present
Taxation Section, State Bar of GeorgiaPresident1999 - 2000
North Atlanta Tax CouncilBoard Member1998 - 2002
Georgia Planned Giving CouncilPresident1998 - 1998
Estate Planning Council of North GeorgiaPresident1997 - 1997
Partnership Committee, Business Law Section, State Bar of GeorgiaMember1997 - Present
Atlanta Estate Planning CouncilMember1996 - Present
Taxation Section, Atlanta Bar AssociationPresident1996 - 1997
Atlanta Bar AssociationMember1994 - Present
American Bar AssociationMember1994 - 2010
CEO Roundtable, Cobb County Chamber of CommerceMember1989 - 1992
State Bar of GeorgiaMember1987 - Present

Publications

Publication NameTitleDate
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletterPrimer on Special Needs Trusts2015
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletterSpecial Needs Trust Accounts Created Under the ABLE Act2015
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletterShould I Use a Will or a Revocable Living Trust? Separating Facts From Fiction- (Updated June 2015)2015
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletterThe Essence of Estate Planning: Let the Journey Begin (Updated August, 2015)2015
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletterVA Benefits FAQ2015
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter May 2014The Essence of Estate Planning: Let the Journey Begin2014
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletterPOWERS OF ATTORNEY – How to Avoid Potential Agent Liability with a Quick Fix2014
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter May 2014Same Sex Couples: If You Really Care About Building a Life With Your Partner… You Need to Do the Planning Now! (Updated)2014
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter June 2014“Do-It-Yourself” Wills & Other Estate Planning – If You Really Care, Beware!2014
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter July 2014Casey Kasem: Lessons Learned at the End of Life2014
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter Sep 2014Take Steps to Prevent Destructive Post-Death Disputes Over Your Estate Plan2014
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter February 2014Preparing for Incapacity: The Documents You Need and Traps to Avoid2014
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletterEstate Planning – The Big Picture, but Critically Important, Issues.2014
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletterWhat is a Trust?2014
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletterPlanning for Incapacity and Death2014
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletterEstate Planning is Not a One-Time Event2014
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletterThe American Taxpayer Relief Act of 2012: Estate Planning Game Changer?2013
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter September 2013IRAs and Qualified Plan Accounts: Should You Pass Them to Beneficiaries Outright or in Trust?2013
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter December 2013When Mom Isn't Quite Right: Aging and Incapacity2013
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter June 2013Basic Estate Planning Topics: What is a Self-Proving Affidavit, and Why Does My Will Need One?2013
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter May 2013What is a Trust?2013
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter October 2013Perpetual Dynasty Trusts – Maximizing The Benefits Of Trusts By Structuring Them To Last Longer2013
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletter February 2013Navigating the Estate Planning Pitfalls Created by the Taxpayer Relief Act of 20122013
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletterImportance of Proper Asset Ownership and Beneficiary Designations2012
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletterRevocable Living Trusts2012
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletterEstate Planning for Blended Families - Let Me Count The Ways2012
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletterCorporate Fiduciaries for Estates and Trusts: Reliability, Prudence, Reasonableness, protection and Peace of Mind2012
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletterPlanning for the Protection of the Elderly or Disabled2012
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletterEthical Wills Revisited: What you really want to communicate to your loved ones2012
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletterTime is Running Out for Those Who Want to Save Taxes and Provide Huge Benefits to Their Loved Ones!2012
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletterHousing for Veterans in Need of Assistance and the Negative Impact of the VA’s Recent “Fast Letter”2012
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletterEstate Planning for Blended Families - Let Me Count The Ways2012
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletterPlanning for the Protection of the Elderly or Disabled2012
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletterCommon Pitfalls When Planning Estates for Families with Special Needs Children2012
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletterPossibly the Best Way to Pass Assets to Your Children or Other Loved Ones: GST Planning - Part One2011
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletterPossibly the Best Way to Pass Assets to Your Children or Other Loved Ones: GST Planning - Part Two2011
The Passionate Estate Planner; Morgan & DiSalvo, P.C.'s newsletterEstate & Trust Disputes: Common Types and How to Avoid Them2010

Education

School NameMajorDegreeGraduated
Emory University School of LawTaxationLL.M - Master of Laws in Taxation1992
University of Georgia School of LawLawJD - Juris Doctor (with honors)1987
University of Georgia, AthensAccountingB.B.A (with honors)1984

Speaking Engagements

Conference NameTitleDate
Annnual Profession Development SymposiumTax Law Review2013
American Cancer Society Hot Topics Comference CallSuccessful Client Strategies after the American Taxpayer Relief Act of 20122013
Estate Planning Council of North Georgia MeetingEstate Planning within the Chaos: What to do with One Year left of the 2010 Tax Act2012
Atlanta Bar Association's Estate Planning & Probate Section MeetingThe Use of Collaborative Law in Resolving Probate, Trust & Guardianship Disputes2012
Trusts 101 SeminarTrusts In General & Irrevocable Life Insurance Trusts2011
September 2011 GPGC MeetingPlanning Under the 2010 Tax Act: Benefits Within the Chaos2011
Atlanta Bar Association's Estate Planning & Probate Section MeetingTax & Non-Tax, Estate Planning Implications under the 2010 Tax Act2011
2011 Fiduciary Law Institute at St. SimonsThe Temporary 2010 Tax Act: Why is This Continuing Chaos Different?2011
American Pharmacist's AssociationEstate Planning: Basic Concepts2007
Presentation to Trust Department of SunTrust BankEstate Planning in an Increasing Interest Rate Environment2006
Lunch and LearnMinimum Distribution Planning for IRAs & Qualified Plans2003
North Atlanta Tax Council MeetingPainless Estate Planning & the Family Gifting Trust / ILIT2002
N. Atl. Chapter of the GA Society of CPAs MeetingPassing Assets Under the Estate Plan - Let Me Count the Ways (From Outright Transfers to Incentive Trusts)2002
Financial & Retirement Planning SeminarEstate Planning: Basic Concepts to Sophistocated Approaches2002
N. Atl. Chapter of the GA Society of CPAs MeetingEstate Planning & the Economic Growth and Tax Relief Reconciliation Act of 20012001
N. Atl. Chapter of the GA Society of CPAs MeetingMinimum Distribution Planning for IRAs & Qualified Plans: the Old & New Proposed Regulations Along With Planning Options & Strategies2001
Lunch and LearnMinimum Distribution Planning for IRAs & Qualified Plans: the Old & New Proposed Regulations Along With Planning Options & Strategies2001
Georgia Planned Giving Council MeetingEstate Planning & Charitable Gift Planning After the Economic Growth and Tax Relief Reconciliation Act of 20012001
Family Limited Partnerships in GeorgiaPlanning Issues Raised by Formation and Capitalization of Family Limited Partnerships ("FLPs") and Other Partnership Type Entities2001
Family Limited Partnerships in GeorgiaOverview of Advantages and Disadvantages of Estate Planning with Family Limited Partnerships ("FLPs") and Other Partnership Type Entities2001
Cobb Community Foundation Professional Advisors MeetingEstate Planning & Charitable Gift Planning After the Economic Growth and Tax Relief Reconciliation Act of 20012001
Advising Your Clients on Charitable Gift PlanningEstate Planning & Charitable Gift Planning: Basic Concepts & Techniques2001
GA ICLE SeminarFLLCs, FLPs, FLLPs and Estate Planning in Georgia2000
Estate Planning DayKeynote Speaker, The Importance of Estate Planning2000
GA ICLE SeminarFLLCs, FLPs, FLLPs and Estate Planning in Georgia1999
Annual Georgia Planned Giving ConferenceBusiness Succession and Other Charitable Gift Planning Techniques for Owners of Closely Held Business1999
Joint Meeting of the Georgia Planned Giving Council & NSFREEthical and Business Relationships Among Allied Professionals and Non-Profit Executives1998
Giving Back to the Future ConferenceCharitable Remainder Trusts, Charitable Lead Trusts and Their Creative Uses1998
Back-to-the-Basics SeminarAn Introduction to Charitable Giving Techniques: A look at Charitable Giving From the Perspective of the Donor1998
Retirement Planning ProgramEstate Planning: Basic Concepts & Techniques1997
Legal and Tax Committee MeetingQualified Plan / IRA Distribution Planning Options1997
Financial Planning Association MeetingEstate Planning: How to "Supercharge" Your ILIT, Maximize Flexibility & Avoid Common Mistakes1997
Financial Planning Association MeetingThe Role of Financial Planners in Estate Planning1997
AARP Retirement Planning ProgramEstate Planning: Basic Concepts & Techniques1997
North Georgia Estate Planning Coucil MeetingAdvanced Estate Planning & Charitable Giving Techniques1996
N. Perimeter Chapter of the GA Society of CPAsNew IRS Collection Standards1996
N. Atl. Chapter of the GA Society of CPAs MeetingNew IRS Collection Standards1996
Georgia Planned Giving Council MeetingCharitable Planned Giving: Basic Concepts to Sophisticated Approaches1996
Georgia Planned Giving Council MeetingEstate Planning: Basic Concepts & Techniques1996
N. Atl. Chapter of the GA Society of CPAs MeetingFamily Wealth & Estate Planning Techniques & Opportunities1995
Trusts in GeorgiaEthical Considerations1994
Trusts in GeorgiaFederal Tax Considerations of Trusts in Georgia1994
Seminar SeriesMore to the Family, Less to the IRS1993
N. Atl. Chapter of the GA Society of CPAs MeetingFamily Wealth & Estate Planning Techniques & Opportunities1993
N. Atl. Chapter of the GA Society of CPAs MeetingExecutive Summary of the Revenue Reconciliation Act of 19931993
Annual Tax ForumTax Planning Opportunities in Real Estate1993
Annual Tax ForumFederal Tax Update1992

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