Richard M. Morgan

Attorney Profile

Top Rated Estate Planning & Probate Attorney in Alpharetta, GA

Morgan + DiSalvo, PC
 | 5755 North Point Parkway, Suite 17, Alpharetta, GA 30022
Phone: 678-720-0750
Selected to Super Lawyers: 2013 - 2017
Licensed Since: 1987
Practice Areas:
  • Estate Planning & Probate (80%),
  • Tax: Consumer (10%),
  • Estate & Trust Litigation (10%)
Attorney Profile

In 1995, experienced attorney Richard M. Morgan founded the Alpharetta law firm of Morgan + DiSalvo, PC. He establish this practice in order to provide individuals, families and business owners with guidance and support as they make important decisions concerning their futures, the futures of their loved ones and the futures of their businesses. Today, Mr. Morgan continues to assist clients in the Atlanta metropolitan area and surrounding North Georgia with legal needs related to the following:

• Estate and tax planning
• Estate and trust dispute resolution
• Business succession planning
• Planning for special needs beneficiaries
• Creditor protection
• Charitable gift planning
• Tax controversies

Attorney Morgan began practicing law in 1987 after earning his law degree from University of Georgia School of Law and his admission to the State Bar of Georgia. In 1992, he went on to receive a Master of Law in taxation from Emory University School of Law.

Over the course of his nearly 30-year legal career, Mr. Morgan has earned a reputation as one of Georgia's leading attorneys, as evidenced by the number of honors he has received. He has a "Superb" rating from Avvo, and he has received an AV Preeminent* peer review rating from Martindale-Hubbell. In addition, he has received recognition from both Atlanta Magazine and Georgia Trend Magazine for his outstanding legal abilities.

As impressive as attorney Morgan's honors are, the honors bestowed upon his firm are equally impressive. U.S. News & World Report and The Best Lawyers in America included his firm on its Best Law Firms list for 2015, and the two organizations rated Morgan + DiSalvo, PC, as a Tier 1 firm in the Atlanta metropolitan area.

* AV®, BV®, AV Preeminent® and BV Distinguished® are registered certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards and policies. Ratings reflect the anonymous opinions of members of the bar and the judiciary. Martindale-Hubbell Peer Review Ratings fall into two categories – legal ability and general practice standards.

 
Practice Areas
Lawyer Practice Area Pie Chart

Estate Planning & Probate (80%): Estate Planning, Living Wills, Power of Attorney, Probate & Estate Administration, Trusts, Wills

Tax (10%): Tax Law

Estate & Trust Litigation (10%): Will Contests

Focus Areas

Estate Planning & Probate: Estate Planning, Living Wills, Power of Attorney, Probate & Estate Administration, Trusts, Wills

Tax: Tax Law

Estate & Trust Litigation: Will Contests

Selections

Selected to Super Lawyers for 5 yearsbottom-image

Super Lawyers: 2013 - 2017

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About Richard Morgan

Admitted: 1987, Georgia

Professional Webpage: http://morgandisalvo.com/our-attorneys/richard-morgan/

Honors and Awards:

  • Georgia Super Lawyers, 2016
  • AV Rated, Martindale-Hubbell, 2016
  • Selected for inclusion in Super Lawyers Georgia, 2013-2016
  • Five Star Professional, 2009-2016
  • Highest lawyer ratings in Experience, Industry Recognition & Professional Conduct (Rated 10 out of 10 - Superb) (2009 - 2016), AVVO.com
  • Atlanta's Five Star Wealth Manager, Best in Client Satisfaction (2008 - 2016), Crescendo Business Services
  • Listed in Bar Register of Preeminent Lawyers (1997 - 2016), Martindale-Hubbell
  • Highest Legal Ability & Ethical Standards rating (AV) and rate 5.0 on the new 5.0 scale (1996 - 2016), Martindale-Hubbell & Lawyers.com
  • Best Lawyers in America - Atlanta Metro- Trusts and Estates Law. 2013-2016
  • Legal Elite in Tax, Trust and Estate Category, Georgia Trend Magazine

Special Licenses/Certifications:

  • Certification by the Collaborative Law Institute of GA in Civil Collaborative Dispute Resolution, 2010

Bar/Professional Activity:

  • Fellow, The American Collette of Trust & Estate Council (ACTEC) (2014 - 2016)
  • Member, GA Trust Code Revision Sub-Committee of the Legislative Committee of the Fiduciary Section of the State Bar of GA (2015 -2016)
  • Member, Executive Committee of the Fiduciary Law Section of the Georgia Bar Association (2012 - 2016)
  • Legislative Committee - Fiduciary Law Section, State Bar of Georgia (2001 - 2016)
  • Partnership Committee - Business Law Section, State Bar of Georgia (1997 - 2016)
  • Member- Atlanta Estate Planning Council (1996 - 2016)
  • Member of the Atlanta Bar Association (1994 - 2016)
  • Member of State Bar of Georgia (1987 - 2016)
  • Member, Collaborative Law Institute Of Georgia (CLIG) (2010 - 2013)
  • Member, Estate Planning & Probate Section, Atlanta Bar Association (founding Bd. Member in late 1990s - 2013)
  • Member, Taxation Section, Atlanta Bar Association (1990s - 2012)
  • Member, Taxation & Fiduciary Law Sections, Georgia Bar Association (1980s - 2012)
  • Georgia ElderCare Network (founding member, 2005 - 2013)
  • Member of Board of Directors & Chair of Civil Collaborative, Collaborative Law Institute of Georgia (CLIG)(2011 - 2012)
  • Member, International Academy of Collaborative Professionals (IACP) (2010 - 2013)
  • Member - CEO Roundtable, Cobb County Chamber of Commerce (1989)
  • President - Taxation Section, Atlanta Bar Association (1996)
  • President - Estate Planning Council of North Georgia (1997)
  • President - Georgia Planned Giving Council (1998)
  • Board Member - North Atlanta Tax Council (1998)
  • President - Taxation Section, State Bar of Georgia (1999)
  • Board Member - Financial Planning Association (2002)
  • President- Estate Planning & Probate Section, Atlanta Bar Association (2002)
  • Graduate - Philanthropic Advisor Leadership Institute (2007)
  • Graduate- Leadership North Fulton (2007)
  • Member, North Fulton Bar Association (2006 - 2011)
  • Member & Steering Committee Member, Philanthropic Advisor Leadership Institute (2007 - 2010)
  • Member of the American Bar Association (1994 - 2010)

Pro bono/Community Service:

  • Member - Endowment Committee (2002 - 2016) & Endowment Executive Committee (2002 - 2004) - Jewish Federation of Greater Atlanta
  • CEO Roundtable - Cobb County Chamber of Commerce (1998)
  • Chairman - Planned Giving Subcommittee - Jewish Family & Career Services (1995)
  • Co-Chairman - Legacy Gifts Subcommittee- Jewish Family & Career Services (1996)
  • Chairman and/or Member - Technical Advisory Subcommittee - Endowment Committee, Metropolitan YMCA (1995 -1998)
  • Technical Advisor - Legacy Gifts Subcommittee- Jewish Family & Career Services (1998)
  • Member - Endowment Program Steering Committee- Jewish Family & Career Services (1999)
  • Member - Planned Giving Advisory Board - The Community Foundation for Greater Atlanta (1998 - 1999)
  • Member - Planned Giving Advisory Council - American ORT (2000)
  • Trustee - Congregation Dor Tamid (2000)
  • Member - Board of Directors - Jewish Family & Career Services (1999 - 2003)
  • Secretary and Member of Executive Committee - Jewish Family & Career Services (2002 - 2003)
  • Chair and/or Member - Endowment Professional Advisory Committee - Jewish Federation of Greater Atlanta (1999 - 2011)

Scholarly Lectures and Writings:

  • Two attorney panel presentation and debate on the use and funding of Revocable Trusts., Panelist, Revocable Trusts: Separating Fact From Fiction, Estate Planning & Probate Section of the Atlanta Bar Associaition, 2016
  • Presentation at 2014 GA Fiduciary Law Conference in St. Simons, GA , Income Tax Planning Toolkit for Estate Planners, ICLE of GA, 2014
  • The American Taxpayer Relief Act of 2012: Estate Planning Game Changer?, 2013
  • The American Taxpayer Relief Act of 2012: Estate Planning Game Changer?, Atlanta Bar Association's Estate Planning & Probate Section, 2013
  • Presentation on the 2012 Tax Act and its various tax and non-tax planning implications, Speaker, The American Taxpayer Relief Act of 2012: What do we do now?, Estate Planning Council Of North Georgia, 2013
  • Presentations at multiple high-end financial advisory firms on the 2012 Tax Act and its various tax and non-tax planning implications, The American Taxpayer Relief Act of 2012: Estate Planning Game Changer?, 2013
  • Panel Leader and Speaker, An Estate Planner's Perspective on Collaborative Dispute Resolution Practice, 2012
  • Co-Speaker, The Temporary 2010 Tax Act: Why is this Continuing Chaos Different?, GA ICLE, 2011
  • Speaker, Where to Begin? - An Overview Of Trusts & Irrevocable Life Insurance Trusts, National Business Institute, 2011
  • Speaker, Planning under the 2010 Tax Act: Benefits within the Chaos, Georgia Planned Giving Council, 2011
  • The tax and non-tax, estate planning implications under the new 2010 Tax Act, Member of 4 lawyer panel, Planning under the new 2010 Tax Act, Atlanta Bar Estate Planning & Probate Section, 2011
  • Speaker, Civil Collaborative Process: The New Alternative Dispute Resolution Process, 2010
  • Speaker, Civil Collaborative Process: The New Alternative Dispute Resolution Process, National Business Institute, 2010
  • Estate Planning: Basic Concepts, American Pharmacist’s Association, 2007
  • Estate Planning in an Increasing Interest Rate Environment, Trust Department Of SunTrust Bank, 2006
  • Minimum Distribution Planning for IRAs and Qualified Plans, Lunch And Learn, 2003
  • Estate Planning: Basic Concepts to Sophisticated Approaches, Financial & Retirement Planning Seminar, 2002
  • Passing Assets Under the Estate Plan - Let Me Count the Ways (From Outright Transfers to Incentive Trusts), North Atlanta Chapter Of The Georgia Society Of CPA's Meeting, 2002
  • Painless Estate Planning and The Family Gifting Trust/ILIT, North Atlanta Tax Council Meeting, 2002
  • Minimum Distribution Planning for IRAs and Qualified Plans: the Old and New Proposed Regulations Along with Planning Options and strategies, Lunch And Learn, 2001
  • Estate Planning and the Economic Growth and Tax Relief Reconciliation Act of 2001, North Atlanta Chapter Of The Georgia Society Of CPAs Meeting, 2001
  • Minimum Distribution Planning for IRAs and Qualified Plans ; the Old and New Proposed Regulations Along with Planning Options and Strategies, North Atlanta Chapter Of The Georgia Society Of CPAs Meeting, 2001
  • Estate Planning and Charitable Gift Planning after the Economic Growth and Tax Relief Reconciliation Act of 2001, Georgia Planned Giving Council Meeting, 2001
  • Planning Issues Raised by Formation and Capitalization of Family Limited Partnerships ("FLPs") and Other Partnership Type Entities, Family Limited Partnerships In Georgia, 2001
  • Overview of Advantages and Disadvantages of Estate Planning with Family Limited Partnerships ("FLPs") and Other Partnership Type Entities, Family Limited Partnerships In Georgia, 2001
  • Estate Planning and Charitable Gift Planning After the Economic Growth and Tax Relief Reconciliation Act of 2001, Cobb Community Foundation Professional Advisors Meeting, 2001
  • Estate Planning and Charitable Gift Planning: Basic Concepts and Techniques, Advising Your Clients On Charitable Gift Planning, 2001
  • FLLCs, FLPs, FLLPs and Estate Planning in Georgia, Georgia ICLE Seminar, 2000
  • The Importance of Estate Planning, Keynote Speaker, Estate Planning Day, 2000
  • FLLCs, FLPs, FLLPs and Estate Planning in Georgia, Georgia ICLE Seminar, 1999
  • Business Succession and Other Charitable Gift Planning Techniques for Owners of Closely Held Business, Annual Georgia Planned Giving Conference, 1999
  • Professionals and Non-Profit Executives, Joint Meeting Of The Georgia Planned Giving Council And NSFRE, 1998
  • Charitable Remainder Trusts, Charitable Lead Trusts and Their Creative Uses, Giving Back To The Future Conference, 1998
  • An Introduction to Charitable Giving Techniques: A look at Charitable Giving From the Perspective of the Donor, Back-to-the-Basics Seminar, 1998
  • Estate Planning: How to "Supercharge" Your ILIT, Maximize Flexibility and Avoid Common Mistakes, Financial Planning Association Meeting, 1997
  • Estate Planning: Basic Concepts and Techniques, Retirement Planning Program, 1997
  • Qualified Plan / IRA Distribution Planning Options, Legal And Tax Committee Meeting, 1997
  • The Role of Financial Planners in Estate Planning, Financial Planning Association Meeting, 1997
  • Estate Planning Basic Concepts and Techniques, AARP Retirement Planning Program, 1997
  • Advanced Estate Planning and Charitable Giving Techniques, North Georgia Estate Planning Council Meeting, 1996
  • New IRS Collection Standards, North Atlanta Chapter Of The Georgia Society Of CPAs Meeting, 1996
  • Charitable Planned Giving: Basic Concepts to Sophisticated Approaches, Georgia Planned Giving Council Meeting, 1996
  • Estate Planning: Basic Concepts and Techniques, Georgia Planned Giving Council Meeting, 1996
  • Family Wealth and Estate Planning Techniques and Opportunities, North Atlanta Chapter Of The Georgia Society Of CPAs Meeting, 1995
  • Federal Tax Considerations of Trusts in Georgia, Trusts In Georgia, 1994
  • Ethical Considerations, Trust In Georgia, 1994
  • More to the Family, Less to the IRS, Seminar Series, 1993
  • Executive Summary of the Revenue Reconciliation Act of 1993, North Atlanta Chapter Of The Georgia Society Of CPAs Meeting, 1993
  • Family Wealth and Estate Planning Techniques and Opportunities, North Atlanta Chapter Of The Georgia Society Of CPAs Meeting, 1993
  • Tax Planning Opportunities in Real Estate, Annual Tax Forum, 1993
  • Federal Tax Update, Annual Tax Forum, 1992

Transactions:

  • Perpetual Delaware Dynasty Trust to hold $60+ million second-to-die life insurance policy for the benefit of clients' grandchildren, which did not yet exist to take care of his descendants below his children in perpetuity., 2012
  • Was a part of complex GST planning transaction at the end of 2010.  This transaction took advantage of a two week window of opportunity under the 2010 Tax Act. The transaction effectively moved a long existing trust's transferor level down generations so that millions in GST taxes would be avoided upon the death of the last to die of the oldest generation beneficiaries. , 2010
  • Multiple sophisticated charitable gift planning engagements. 
  • Significant amount of multi-generational estate planning to maximize various estate planning benefits, including tax minimization and asset protection, including the protection of beneficaries from future potential creditors, including spouse's in divorce situations.  
  • Pre-business sale transactions to minimize taxes and maximize various estate planning related benefits
  • Multiple business succession and business exit planning engagements. 
  • Significant number of dispute resolution matters in the T&E and tax areas of the law. 

Video:

  • Discussion of planning to avoid Financial Insecurity concerns after significant gifting by proper gift structuring. Presented at the 2011 Fiduciary law Institute sponsored by the State Bar of GA's Fiduciary Law Section and GA Institute on Continuing Legal Education., Financial Insecurity - the Elephant in the Room & the 2010 Tax Act, 2011
  • discussion of Caveats to Significant Gifting during 2011 -- 2012. Presented at the 2011 Fiduciary law Institute sponsored by the State Bar of GA's Fiduciary Law Section and GA Institute on Continuing Legal Education, Caveats to Gifting & the 2010 Tax Act, 2011
  • Discussion of Types of Gifts to consider making during 2011 -- 2012 & Who Should consider making them. Presented at the 2011 Fiduciary law Institute sponsored by the State Bar of GA's Fiduciary Law Section and GA Institute on Continuing Legal Education., Types of Gifts to Make & The 2010 Tax Act, 2011
  • Discussion of Rules and Benefits of gifting during 2011 -- 2012. Presented at the 2011 Fiduciary law Institute sponsored by the State Bar of GA's Fiduciary Law Section and GA Institute on Continuing Legal Education., Exemption/Rate & Gifting Benefits & the 2010 Tax ACt, 2011
  • Discussion of the current 2010 Tax Act issues for completed 2010 gifts. Presented at the 2011 Fiduciary law Institute sponsored by the State Bar of GA's Fiduciary Law Section and GA Institute on Continuing Legal Education., Completed 2010 Gifting Issues & the 2010 Tax Act, 2011

Newsletters:

Educational Background:

  • B.B.A., cum laude, in Accounting degree from the University of GA, 1984

Industry Groups

  • Multiple
  • Find Me Online
    Office Location for Richard M. Morgan

    5755 North Point Parkway, Suite 17
    Alpharetta, GA 30022

    Phone: 678-720-0750

     

    Richard M. Morgan:

    Last Updated: 7/17/2017

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