Loraine M. DiSalvo

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
Fax: 678-720-0746
Selected to Super Lawyers: 2013 - 2019
Licensed Since: 1997
Practice Areas:
  • Estate Planning & Probate (70%),
  • Tax: Consumer (30%)
Attorney Profile

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 succession
  • Probate
  • Charitable gifts
  • Estate and trust dispute resolution

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 20 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 2017.

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 currently a member of the advisory board for the Professional Women's Information Network and the Board of Directors of the Estate Planning Council of North Georgia, and she has served as chair of the Atlanta Bar Association's 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
Lawyer Practice Area Pie Chart

Estate Planning & Probate (70%): Estate Planning, Living Wills, Power of Attorney, Probate & Estate Administration, Trusts, Wills

Tax (30%): Tax Law

Focus Areas

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

Selections

Selected to Super Lawyers for 7 yearsbottom-image

Super Lawyers: 2013 - 2019

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About Loraine DiSalvo

Admitted: 1997, Georgia

Professional Webpage: http://morgandisalvo.com/our-attorneys/loraine-disalvo/

Honors/Awards:

  • 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 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

Bar/Professional Activity:

  • ProWIN, Immediate Past President, 2013
  • 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
  • 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
  • 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)
  • Atlanta Estate Planning Council, Member, September 2011 to present
  • 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
  • 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
  • Collaborative Law Institute of Georgia, Member, 2010 - present
  • 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 - present
  • 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

Pro bono/Community Service:

  • 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

Scholarly Lectures/Writings:

  • 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
  • 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
  • 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
  • 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
  • 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

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

Other Outstanding Achievements:

  • Selected as a Five Star Professional Wealth Advisor by Atlanta Magazine in each year from 2010 through 2018., 2017

Videos:

Newsletters:

Educational Background:

  • Georgia State University, B.A., cum laude, with distinction in History, 1994
Find Me Online
Office Location for Loraine M. DiSalvo

5755 North Point Parkway, Suite 17
Alpharetta, GA 30022

Phone: 678-720-0750

Fax: 678-720-0746

Loraine M. DiSalvo:

Last Updated: 4/16/2019

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