Attorney Profile:

Richard M. Morgan, Esq.

Richard M. Morgan, Esq.: Attorney with Morgan & DiSalvo, P.C.

Biography

President, 1998, Georgia Planned Giving Council; President, 1997, Estate Planning Council of North Georgia;
Fellow, The American College of Trust and Estate Council (ACTEC) 2014
North Atlanta Tax Council, Board Member, 1999-2002; Member, Atlanta Estate Planning Council; Graduate, Leadership North Fulton, 2007. Member, International Academy of Collaborative Professionals. Member, Collaborative Practice Institute of GA., 2013 Georgia Super Lawyers (2013 & 2014); Best Lawyers in America (2013); Atlanta Magazine Five Star Wealth Manager (2009, 2010, 2011, 2012, 2013 & 2014)

Certified in Collaborative Dispute Resolution

Areas of Practice (132)

  • Wills
  • Probate
  • Trusts and Estates
  • Wealth Preservation
  • Family Trusts
  • Family Limited Partnerships
  • Special Needs Trusts
  • Contested Trusts and Estates
  • Asset Protection
  • Taxation
  • Estate and Gift Taxation
  • Generation Skipping Tax
  • Tax Controversies
  • Business Succession Planning
  • Mergers and Acquisitions
  • Charitable Giving
  • Charitable Trusts and Foundations
  • Tax Exempt Organizations
  • Alternative Dispute Resolution
  • Collaborative Law
  • Business Law
  • Business Associations Law
  • Business Dissolutions
  • Business Enterprises
  • Business Estate Planning
  • Business Formation
  • Business Organization
  • Business Planning
  • Business Reorganization
  • Business Start-Ups
  • Business Successions
  • Business Taxation
  • Business Transactions
  • Business Transfers
  • Buy-Sell Agreements
  • Buying and Selling of Businesses
  • Closely Held Business Estate Planning
  • Closely Held Business Law
  • Closely Held Business Taxation
  • Family Business Law
  • Family Business Successions
  • Limited Liability Company Law
  • Minority Business Law
  • Pass-Through Entities
  • Private Business Law
  • Small Business Law
  • Sole Proprietorships
  • Corporate Law
  • Closely Held Corporations
  • Corporate Dissolutions
  • Corporate Formation
  • Corporate Income Tax
  • Corporate Organization
  • Corporate Planning
  • Corporate Reorganization
  • Corporate Successions
  • Corporate Tax Controversies
  • Corporate Tax Planning
  • Corporate Taxation
  • Family Corporations
  • Incorporation
  • Nonprofit Corporations
  • Professional Corporations
  • S Corporations
  • Small Business Corporations
  • Inheritance
  • Mergers, Acquisitions and Divestitures
  • Business Acquisitions
  • Merger Reorganization
  • Mergers and Acquisitions Taxation
  • Spin-Offs
  • Nonprofit and Charitable Organizations
  • Charitable Limited Partnerships
  • Charitable Organizations Law
  • Nonprofit Organizations Law
  • Nonprofit Tax Law
  • Private Foundations
  • Public Charities
  • Partnership Law
  • Family Partnerships
  • Limited Liability Partnerships
  • Limited Partnerships
  • Partnership Dissolution
  • Partnership Formation
  • Partnership Organization
  • Partnership Taxation
  • Ancillary Probate
  • Probate Administration
  • Probate Litigation
  • Probate Taxation
  • Employment Tax
  • Federal Estate and Gift Taxation
  • Federal Income Tax
  • Federal Tax Controversies
  • Federal Taxation
  • Income Tax
  • Individual Taxation
  • Inheritance Tax
  • Tax Appeals
  • Tax Audits
  • Tax Collection
  • Tax Law
  • Tax Litigation
  • Tax Planning
  • Tax Valuation
  • Trusts and Estates Taxation
  • Transfer Tax
  • Decedents Estates
  • Estate Administration
  • Estate Litigation
  • Estate Planning
  • Estate Planning for Parents of Handicapped Children
  • Estate Planning for the Disabled
  • Estate Planning for the Elderly
  • Estate Planning for Unmarried Couples
  • Estate Settlements
  • Family Wealth Transfer
  • Fiduciary Law
  • Fiduciary Liability
  • Fiduciary Litigation
  • Living Trusts
  • Personal Planning
  • Pet Trusts
  • Powers of Attorney
  • Trust Administration
  • Trust Law
  • Trust Litigation
  • Trust Planning
  • Wealth Planning
  • Contested Wills
  • Living Wills
  • Successions

Education & Credentials

Contact Information:
678-720-0750  Phone
678-720-0746  Fax
www.MorganDiSalvo.com
University Attended:
University of Georgia, B.B.A. in Accounting, cum laude, 1984
Law School Attended:
University of Georgia, J.D., cum laude, 1987; Emory University, LL.M., Taxation, 1992
Admission:
1987, Georgia, Georgia Supreme Court and Georgia Court of Appeals; 1990, U.S. District Court, Northern District of Georgia; 1992, U.S. Tax Court
Memberships:
Atlanta (Pres., Taxation Section, 1996-1997; Pres., Estate Planning & Probate Section, 2001-2002) and American Bar Associations; State Bar of Georgia (Pres., Taxation Section, 1999- 2000; Member, Partnership Sub-Committee, 1997-2007; Legislation Committee, Fiduciary Law Section, 2001-2017; Select GA Trust Code Revision Committee of the Fiduciary Law Section 2016-2017).
Birth Information:
Richmond, Virginia, June 14, 1962
ISLN:
902372854

Peer Reviews

  • 5.0/5.0 2 reviews
  • A Martindale-Hubbell Peer Rating reflects a combination of achieving a Very High General Ethical Standards rating and a Legal Ability numerical rating.
  • Legal Knowledge

    5.0/5.0
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  • Judgment

    5.0/5.0
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  • Legal Experience

    5.0/5.0
  • 5.0/5.0 by a Principal on 03/22/12 in Estate Planning

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      5.0/5.0
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      5.0/5.0
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      5.0/5.0
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  • 5.0/5.0 by a Partner on 05/26/11 in Trusts and Estates

    I have know Richard for many years. He is a fine lawyer. Read more

    I have know Richard for many years. He is a fine lawyer.

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
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*Peer Reviews provided before April 15, 2008 are not displayed.

Client Reviews

  • 5.0/5.0 28 reviews
  • 100% client recommended 28 recommendations
  • Communication

    5.0/5.0
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  • Value for Money

    4.9/5.0
  • 5.0/5.0 on 06/16/16

    To me, the most important things in this world are accepting Christ as my Savior, cherishing and being with my precious son God gave to me and having everything prepared,... Read more

    To me, the most important things in this world are accepting Christ as my Savior, cherishing and being with my precious son God gave to me and having everything prepared, when it's my time to go, to make it easier for him during that difficult time. Richard and his staff were amazing to work with. He was very thorough, knowledgeable, detailed oriented and patient, when I had to ask him to explain something a dozen times for me because I kept forgetting what he

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  • 5.0/5.0 on 09/24/15

    The estate planning provided by Mr Morgan not only met our requirements from a desire and legal point of view, but he guided us through all aspects of the complicated pro... Read more

    The estate planning provided by Mr Morgan not only met our requirements from a desire and legal point of view, but he guided us through all aspects of the complicated process in layman's terms. Needless to say this process not only provided the answers to our questions but also eliminated any doubt we may have harbored. His personal approach should be lauded as well as his professionalism.{newline}Highly recommend him.

    • Communication

      5.0/5.0
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  • 5.0/5.0 on 09/21/15

    Richard and Loraine are professional, knowledgeable, and have the ability to easily communicate the plans that were put in place for my estate. Read more

    Richard and Loraine are professional, knowledgeable, and have the ability to easily communicate the plans that were put in place for my estate.

    • Communication

      5.0/5.0
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      5.0/5.0
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  • 5.0/5.0 on 07/15/15

    Richard is a "rock star" when it comes to his knowledge of both the intent and implications regarding the many nuances in the domain of estate law. So glad we... Read more

    Richard is a "rock star" when it comes to his knowledge of both the intent and implications regarding the many nuances in the domain of estate law. So glad we found him (via referral). Thank you, Richard!!

    • Communication

      5.0/5.0
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  • 5.0/5.0 on 04/21/15

    I've been working with Richard Morgan on estate planning over the last several months. His expertise, patience, attention to detail and ability to explain the short and l... Read more

    I've been working with Richard Morgan on estate planning over the last several months. His expertise, patience, attention to detail and ability to explain the short and long-term benefits of estate planning decisions are qualities that I seek in an attorney. He has a keen ability to clarify complex tax and legal ramifications and ensure his clients fully understand all of their options. His compassion and sense of humanity combined with his first-rate legal expertise should be commended.

    • Communication

      5.0/5.0
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  • 5.0/5.0 on 04/19/15

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  • 5.0/5.0 on 04/13/15

    Top notch law firm! In addition to preparing wills for us, Richard helped my husband and I understand all the aspects of estate planning. Read more

    Top notch law firm! In addition to preparing wills for us, Richard helped my husband and I understand all the aspects of estate planning.

    • Communication

      5.0/5.0
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  • 5.0/5.0 on 12/29/14

    I have been a client of Richard Morgan for over 12 years and extremely pleased with the way he has helped my family with our Estate Planning. I am very pleased with the w... Read more

    I have been a client of Richard Morgan for over 12 years and extremely pleased with the way he has helped my family with our Estate Planning. I am very pleased with the way Mr. Morgan has arranged complicated estate planning including wills and trusts for our family, which includes one member with special needs and another member with financial difficulties. Mr. Morgan has shown he makes sure his clients are fully protected with regards to estate planning issues.

    • Communication

      5.0/5.0
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  • 5.0/5.0 on 09/25/14

    Richard Morgan and his team are top-notch. After a relocation and certain life changes, my wife and I needed new estate plans. He spent considerable time learning about u... Read more

    Richard Morgan and his team are top-notch. After a relocation and certain life changes, my wife and I needed new estate plans. He spent considerable time learning about us, our needs and our wishes, and he helped us think through several circumstances and possibilities that we never would have contemplated on our own. He laid out multiple options along the way, all without ever rushing us to decision. He will give you 100% of his attention and is extremely knowledgeable. We recommend him highly.

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  • 5.0/5.0 on 09/13/14

    I enjoyed meeting with Mr. Morgan. He spent a considerable amount of time with me on the initial visit to educate me on various forms of estate planning without any char... Read more

    I enjoyed meeting with Mr. Morgan. He spent a considerable amount of time with me on the initial visit to educate me on various forms of estate planning without any charge. His company and employees are professional and very organized in performing the tasks I'd requested. I would highly recommend choosing this firm.

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See All 28 Reviews See All 28 Reviews » Write a Review

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