Loraine M. DiSalvo
Top rated Estate Planning & Probate attorney in Alpharetta, Georgia
Morgan & DiSalvo, P.C.
Practice Areas: Estate Planning & Probate, Tax; view more
Licensed in Georgia since: 1997
Education: Emory University School of Law
Selected to Super Lawyers: 2013 - 2024 Call today:
678-720-0750
Free Consultation Morgan & DiSalvo, P.C.
5755 North Point Parkway, Suite 17Alpharetta, GA 30022 Visit website
Details
Attorney Loraine M. DiSalvo is a partner at the highly respected Alpharetta law firm of Morgan + DiSalvo, PC. At the firm, Ms. DiSalvo focuses her efforts on providing high-quality legal services to individuals and businesses in the Atlanta metropolitan area and surrounding North Georgia, with needs related to the following:
- Estate planning
- Estate and Trust Administration
- Wills and Trusts
- Tax planning
- Business Exit/Succession Planning
- Probate
- Charitable Gifts Planning
- Charitable Organizations
- Estate and Trust Dispute Resolution
- Estate, Gift, and Generation-Skipping Transfer Tax Planning
Ms. DiSalvo began her career in 1997 after earning her law degree from Emory University School of Law and her admission to the State Bar of Georgia. Over the past nearly 26 years, she has earned not only the respect of the legal community but also a number of honors and awards. She has received an AV Preeminent* peer review rating from Martindale-Hubbell, and she has a "Superb" rating from Avvo. Additionally, Atlanta Magazine and Five Star Professional have included her on their list of Five Star Wealth Managers (now known as Five Star Professionals) each year from 2010 through 2022.
The respect with which the legal and local communities regard Ms. DiSalvo is evident in the honors she has received. She is also a regular guest speaker at conferences and author of articles on estate and tax planning.
When attorney DiSalvo is not in her office guiding clients as they make important decisions for their futures, she is likely at a legal or community event, as she is an active member of a number of organizations. She is a past member of the advisory board for the Professional Women's Information Network, the current Vice President of Programs of the Board of Directors of the Estate Planning Council of North Georgia, a past chair of the Atlanta Bar Association's Estate Planning and Probate Section, and the current Editor-in-Chief for The Mortmain, which is a publication of the Estate Planning and Probate Section.
* 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
Estate Planning & Probate, Tax: ConsumerFocus areas
Estate Planning, Living Wills, Power of Attorney, Probate & Estate Administration, Tax Law, Trusts, Wills
- 70% Estate Planning & Probate
- 30% Tax: Consumer
First Admitted: 1997, Georgia
Professional Webpage: http://morgandisalvo.com/our-attorneys/loraine-disalvo/
Videos:
- Appeared on There's Joy in the House in April 2010, Internet TV show, There's Joy in the House
Educational Background:
- Georgia State University, B.A., cum laude, with distinction in History, 1994
Scholarly Lectures/Writings:
- Presented at the Atlanta Bar Association's Estate Planning & Probate Section's August 2018 breakfast. The presentation title was: "Endless Summer? Planning to Keep the Vacation Home in the Family." Presentation provided attendees with 1 CLE hour., Author & Presenter, Endless Summer? Planning to Keep the Vacation Home in the Family, Legal Industry, 2018
- Presented a short talk on charitable planning under the 2017 Tax Act at the Women Inspiring, Supporting, & Educating seminar that was put on by Lincoln Financial Advisors event for financial planners in 2018. This was my second year in a row speaking at this event; I was invited back by the organization because my first talk was very well received., Author & Presenter, Charitable Planning Under the 2017 Tax Act, Financial, 2018
- Presented at the Women Inspiring, Supporting, & Educating seminar that was put on by Lincoln Financial Advisors for women financial advisors., Author & Presenter, Some Not-So-Obvious Reasons That Estate, Trust, Conservatorship, & Guardianship Related Disputes Are Going To Explode In Number In the Future , 2017
- Estate Planning's New Paradigm; Presenter, 2014 Estate Planning Conference of the Georgia Society of CPAs, August 1, 2014, Author & Presenter, Estate Planning's New Paradigm, Accounting, 2014
- Presented along with Understanding the Basics of the Most Common Trusts at the 2014 Federal Tax Day Seminar of the American Woman's Society of Certified Public Accountants, Georgia Affiliate, on November 7, 2014, Author & Presenter, The Top 10 Estate Facts that ALL CPAs Must Know, 2014
- Understanding the Basics of the Most Common Trusts (presented along with The Top 10 Estate Facts that ALL CPAs Must Know; both presented at the 2014 Federal Tax Day Seminar of the American Woman's Society of Certified Public Accountants, Georgia Affiliate, on November 7, 2014, Author & Presenter, Understanding the Basics of the Most Common Trusts, 2014
Other Outstanding Achievements:
- I will be speaking on estate planning issues at the Lutheran Church of the Ascension in August 2023., 2023
- I spoke as part of a panel on estate planning for a Kettering women's group program in September 2022., 2022
- I was honored to speak at a "Meet the Experts" event held by Main Street Financial Group in March 2022 on the topic of estate planning., 2022
- In June 2020, I spoke to members of the Atlanta-area 2020 Leadership class for the CREW Network (a group that is designed to help women working in the commercial real estate field) on estate planning issues., 2020
- Selected as a Five Star Professional Wealth Advisor by Atlanta Magazine in each year from 2010 through 2017., 2017
Honors/Awards:
- I have continued to maintain an AV (Preeminent) rating from Martindale-Hubbell., AV Rating from Martindale-Hubbell, Martindale-Hubbell, 2023
- I have continued to maintain a 5-star rating from Avvo.com., Five Star Avvo.com Rating, Avvo.com, 2023
- I am honored to have again been selected as a Super Lawyer for 2023., SuperLawyers, SuperLawyers, 2023
- I was selected as a Five Star Wealth Advisor for 2022 by Atlanta Magazine., Five Star Wealth Advisor, Atlanta Magazine, 2022
- I am honored to have again been selected as a Super Lawyer for 2022., Super Lawyers, Super Lawyers, 2022
- I have continued to maintain an AV rating from Martindale-Hubbell, one of the oldest lawyer rating services., AV rating- Martindale Hubbell, Martindale-Hubbell, 2022
- In March 2022, I received a Top Contributor award from Avvo.com, which is awarded when enough persons reading answers to questions have selected your answers as "Best Answer.", Top Contributor award, Avvo.com, 2022
- I have continued to maintain a 5-star rating from Avvo.com., 5-Star Avvo.com rating, Avvo.com, 2022
- I was selected as a Five Star Wealth Advisor for 2021 by Atlanta Magazine., Five Star Wealth Advisor, Atlanta Magazine, 2021
- I have continued to maintain an AV rating from Martindale-Hubbell (the best possible rating)., AV rating- Martindale Hubbell, Martindale-Hubbell, 2021
- I am honored to have again been selected for inclusion on the list of Georgia SuperLawyers for Estate Planning & Probate., SuperLawyers, SuperLawyers, 2021
- I have continued to maintain a 5-star rating from Avvo.com (the highest possible rating)., 5-Star Avvo.com rating, Avvo.com, 2021
- I was named a Five Star Professional Wealth Advisor again for 2020., Five-Star Wealth Advisor, Atlanta Magazine, 2020
- I have continued to maintain a 5-star rating on Avvo.com, based on both client reviews and reviews by other attorneys., 5-Star Avvo.com rating, Avvo.com, 2020
- I am honored to have been selected once again as a member of the Georgia SuperLawyers list in the area of Estate Planning and Probate for 2020, marking my 8th consecutive year on this list., SuperLawyers selection, SuperLawyers, 2020
- I have continued to maintain an AV rating from Martindale-Hubbell., AV rating- Martindale-Hubbell, Martindale-Hubbell, 2020
- I was named a Five Star Professional Wealth Advisor again for 2019., Five Star Professional Wealth Advisor, Atlanta Magazine, 2019
- I have continued to maintain a 5-star rating on Avvo.com, based on both client reviews and reviews by other attorneys., 5-Star Avvo.com rating, Avvo.com, 2019
- I have continued to maintain an AV rating from Martindale-Hubbell ever since it was originally awarded to me. This is the highest possible rating from Martindale-Hubbell, and it is based on a survey of my peers., AV rating- Martindale-Hubbell, Martindale-Hubbell, 2019
- Golden Key National Honor Society, Member, Georgia State University, 1994
- I have been named as a Five Star Professional for 2018., Five Star Professional, Atlanta Magazine, 2018
- AVVO.com: rated Superb (10.0 out of 10.0)- I have maintained a Superb rating from Avvo.com for many years., Superb (10 out of 10 rating), Avvo.com
- I am honored to have been named my by peers in the legal community as one of Georgia Trend magazine's 2016 Legal Elite in the area of tax, trust, and estate law., Georgia Trend Legal Elite in Tax, Estate, and Trust Law, Georgia Trend magazine, 2016
- Five Star Professional, Atlanta Magazine (this is the new name for the Five Star Wealth Manager award)- 2015 & 2016
- AV Rating - Preeminent, Martindale-Hubbell
- Selected for inclusion in Super Lawyers Georgia, 2013, 2014, 2015, 2016, 2017, 2018, & 2019
- Committee Star, Georgia Association for Women Lawyers (GAWL), 2010
- Five Star Wealth Manager, Atlanta Magazine, 2010 - 2014
- AVVO.com Top Contributor, 2014, 2015, 2016, 2017, 2018, & 2019
Pro bono/Community Service:
- I have continued to answer legal questions posted by lay people on Avvo.com and Lawyers.com., 2023
- The Mortmain- I have continued to serve as the Editor-in-Chief of The Mortmain, which is the newsletter for the Estate Planning & Probate Section of the Atlanta Bar Association., 2023
- The Mortmain- I have continued to serve as the Editor-in-Chief for The Mortmain, which is the newsletter of the Estate Planning & Probate Section of the Atlanta Bar Association. This job includes arranging for volunteers to put together informative articles for Section members, including but not limited to, summaries of CLE presentations given at Section events, planning and conducting meetings of the Editorial Board, and helping edit issues of the newsletter., 2021
- Avvo.com and Lawyers.com- I have continued to answer legal questions posted by laypersons to provide them with general legal advice and answers to legal questions on a pro bono basis., 2021
- Avvo.com and Lawyers.com - I have continued to answer questions posted by laypeople on forums hosted by Avvo.com and Lawyers.com regarding estate planning and probate related matters., 2020
- The Mortmain- I have continued to edit and help publish The Mortmain, which is the newsletter for the Estate Planning & Probate Section of the Atlanta Bar Association., 2020
- I have continued to review and answer questions posted by lay people on Avvo.com and Lawyers.com in hopes of helping people understand and deal with some of the complex probate and estate planning related issues they face., 2019
- Continue to edit The Mortmain, the publication of the Estate Planning & Probate Section of the Atlanta Bar Association. This is considered pro bono work., 2019
- Review and answer questions posted by laypeople on avvo.com and Lawyers.com about estate planning, probate, trust, and tax related issues., 2008
Bar/Professional Activity:
- I am pleased to continue serving as the Editor-in-Chief of The Mortmain, the publication of the Estate Planning and Probate Section of the Atlanta Bar Association., 2023
- I am honored to serve as the Vice President of Programs for the Estate Planning Council of North Georgia., 2023
- I am pleased to continue serving as the Editor-in-Chief of The Mortmain, the publication of the Estate Planning and Probate Section of the Atlanta Bar Association., 2022
- I am honored to continue my service on the Advisory Board for the Professional Women's Information Network (ProWIN)., 2022
- I am honored to serve as the Vice President of Programs for the Estate Planning Council of North Georgia., 2022
- Board Member-at-Large- Estate Planning Council of North Georgia. I am honored to continue my service as a board member for the Estate Planning Council of North Georgia for 2021., 2021
- Board Member- Estate Planning Council of North Georgia. I am honored to once again have been asked to serve as a member of the Board of Directors for the Council., 2020
- Balser Professional Advisors Giving Circle. This was my fourth year of participating with this giving circle. We continued to focus on ways to help close the opportunity gap in the Atlanta community of Thomasville Heights., 2019
- Estate Planning Council of North Georgia. I am honored to have been asked to serve an additional year as a Member-at-Large on the Board of Directors of the Council., 2019
- Balser Professional Advisors Giving Circle. This was my third year of participating with this giving circle. We continued to focus on ways to help close the opportunity gap in the Atlanta community of Thomasville Heights., 2018
- ProWIN (the Professional Women's Information Network, Inc.): Advisory Board Member (2015- present); Board Member-at-Large (2014); Immediate Past President (2013); President: 2011 & 2012, President-Elect: 2010, VP of Finance/Treasurer: 2007 - 2009, Member: 2005 - present, 2021
- ProWIN, Immediate Past President, 2013
- The Mortmain, the periodical issued by the Atlanta Bar Association's Estate Planning & Probate Section, Editor-in-Chief June 2013 to present; Contributing Editor December 2005 to June 2013), 2021
- Atlanta Estate Planning Council, Member, September 2011 to present
- Board Member, Estate Planning Council of North Georgia. I am in my second year of a two-year term as a member of the board of directors., 2017
- Board Member; Estate Planning Council of North Georgia. I was honored to be asked to serve a two-year term as a member of the Board of Directors for the Estate Planning Council of North Georgia., 2016
- Member, Georgia Association for Women Lawyers, 2005 - present
- Atlanta Bar Association, Estate Planning & Probate Section, Member-at-large, Board of Directors: June 2007 - May 2009
- Collaborative Law Institute of Georgia, Member, 2010 - 2019
- Georgia Association for Women Lawyers, Co-founder and Host of North Fulton GAWL Neighborhood Networking Breakfast, April 2008 - April 2011
- Estate Planning Council of North Georgia (Member - 2008 to present)
- Atlanta Bar Association, Estate Planning & Probate Section, Contributing Editor for The Mortmain, the Section newsletter: December 2005 to May 2013
- ProWIN (the Professional Women's Information Network, Inc.), 2007 - present
- North Fulton Bar Association, Member, 2005 - present
- Atlanta Bar Association, Estate Planning & Probate Section, Immediate Past Chair (June 2013 - May 2014). During my year as Chair, the Section was selected as the Small Section of the Year by the Atlanta Bar Association.
- Atlanta Bar Association, Estate Planning & Probate Section, Treasurer: June 2010 - May 2011, Secretary: June 2009 - May 2010
- Georgia, 1997
- Atlanta Bar Association, Small Firm/Solo Practitioner Section, 2005 - present
- Atlanta Bar Association, Estate Planning & Probate Section, Member: 2005 - present
- Balser Professional Advisors Giving Circle. This is the second version of this program, which is deisgned to keep alumni from the Philanthropic Advisor Leadership Institute program engaged with charitable giving and planning issues., 2017
- North Fulton Bar Association (Member - 2005 to present)
- Atlanta Bar Association, CLE Board of Trustees, Member-at-Large, June 2013 to May 2016
- Balser Professional Advisors Giving Circle. This is the third year version of this program, which is deisgned to keep alumni from the Philanthropic Advisor Leadership Institute program engaged with charitable giving and planning issues., 2018
- Philanthropic Advisor Leadership Institute, Participating Class Member, Class of 2011
- Atlanta Bar Association, Estate Planning & Probate Section, Editor-in-Chief for The Mortmain, the Section newsletter: June 2013 - present
- American Bar Association, Member, 1994 - present
- Stonewall Bar Association, Member, 2005 - present
- Financial Planning Association, Member, 2001 to 2007
- Atlanta Bar Association, Taxation Section, Member, 2005 - present
- Atlanta Bar Association, Member, 2005 to present
- Georgia Bar Association, Member
- Balser Professional Advisors Giving Circle. This is a group of alumni from the Philanthropic Advisor Leadership Institute that is now focused on studying a particular set of social issues and selecting a charity that will receive a grant from the group., 2016
- Stonewall Bar Association (Member - 2005 to present)
- ProWIN, Board-Member-at-Large, 2014
- Board Member- Estate Planning Council of North Georgia. I was asked and have agreed to serve an additional 1-year term as a member-at-large on the board of directors of this group, which is comprised of attorneys, CPAs, insurance and investment professional advisors, and other professionals who assist their clients with estate planning and related concerns., 2018
- International Academy of Collaborative Professionals, Member, 2010 - 2020
- ProWIN, Advisory Board member, 2015 - present
- State Bar of Georgia, Member, 1997 to present
- Atlanta Bar Association, Estate Planning & Probate Section, Chair: June 2012 - May 2013, Vice-Chair/Chair Elect: June 2011 - May 2012
Transactions:
- Have worked with many, many clients on estate planning which is intended to maximize the benefits of clients' generation-skipping transfer ("GST") tax exemption amounts, using both inter vivos and testamentary trusts. Developed extensive understanding of the GST tax rules
- Assisted client in the creation of a Delaware-based perpetual trust designed to benefit client's grandchildren and other, lower-generation beneficiaries, 2011
- Have worked with numerous gay and lesbian couples to prepare and implement estate planning measures intended to protect them and, in many cases, their children in the event of the death or disability of either member of the couple.
- Assisted client in settling large and complex estate which involved the establishment and funding of two testamentary trusts, allocation of decedent's GST exemption, and preparation and filing of the IRS form needed to elect out of the application of the federal estate tax for the decedent, who died during 2010
- Helped client develop ideas for and then drafted extremely complex trust which contained extensive incentive and "disincentive" provisions for client's child.
- Assisted numerous clients with planning and executing gift transactions designed to allow them to take advantage of the gift tax and generation-skipping transfer ("GST") tax exemptions in effect for 2012 before December 31, 2012
- Assisted client who filed Petition for Letters of Administration for an estate pro se, was appointed as Administrator, and then later discovered someone believed to have been an heir was not, 2010
- Helped client develop and establish a 501(c)(3) public charity for the purpose of conducting a major annual automotive event and raising funds for charity, 2000
Office location for Loraine M. DiSalvo
5755 North Point Parkway, Suite 17
Alpharetta, GA 30022
Phone: 678-720-0750
Selections
12 Years Super Lawyers
- Super Lawyers: 2013 - 2024
