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
Year of First admission:
1987
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
Payment Information:
  • Credit cards accepted
  • Accepts , , and
  • Free Initial Consultation
  • Fixed Hourly Rates
  • Fixed Fees Available
  • 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
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0

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

    Client Reviews

    • 5.0/5.0 (28 reviews)
    • 100% (28 recommendations)
    • Platinum Client Champion
    • Communication

      5.0/5.0
    • Responsiveness

      5.0/5.0
    • Quality of Service

      5.0/5.0
    • Value for Money

      4.9/5.0
    • Recommended 5.0/5.0 Rated on 06/16/16 in Trusts and Estates.

      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.... Read more

      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 Read less

      Read less
    • Recommended 5.0/5.0 Rated on 09/24/15 in Trusts and Estates.

      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 answe... Read more

      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. Read less

      Read less
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