Morgan and DiSalvo, P.C.
United States 2024
General Information
Year founded:
1995
This is the year the firm (or its earliest predecessor entity) was founded.
Overview
Content is provided by the firm.
Estate Planning is a Personal Choice
When you work with an attorney, you should expect individualized planning – not online forms – based on your personal situation, your goals and your desires. No matter what level of estate planning or eldercare is needed, Morgan + DiSalvo attorneys pay careful attention to the details to ensure you receive the most appropriate legal advice and documents designed with your wishes in mind. If you’ve come this far, it is probably time that you scheduled an appointment with one of our attorneys to get all of your questions answered.
When you work with an attorney, you should expect individualized planning – not online forms – based on your personal situation, your goals and your desires. No matter what level of estate planning or eldercare is needed, Morgan + DiSalvo attorneys pay careful attention to the details to ensure you receive the most appropriate legal advice and documents designed with your wishes in mind. If you’ve come this far, it is probably time that you scheduled an appointment with one of our attorneys to get all of your questions answered.
Rankings
Morgan and DiSalvo, P.C. is metro ranked in 2 practice areas. Best Law Firms rankings are based on a rigorous evaluation process.
Read how Best Law Firms ranks firmsMetro Rankings
Greater Atlanta
Tier 1 for Trusts and Estates
Tier 2 for Tax Law
Highlighted Client Comments
All client comments represent the opinions of the people who provided them. All potential clients are urged to remember that no two cases are ever completely alike and that the result in one case does not guarantee a similar result in another case.
Trusts and Estates
Morgan and DiSalvo assisted us with critical update to our trust, advanced directives and POA's. Specifically, they assisted us with structuring trust to leverage conduit strategy to insure our assets were protected and passed on accordingly to our four sons. While the Trust has been significantly impacted by the SECURE Act, Morgan and DiSalvo were very proactive in communicating impact to clients and recently held webinar to review all the elements and options. They have provided a self assessment tool for clients to determine best approach going forward. Given our experience in the past with other legal resources, Morgan and DiSalvo definitely stand above.
Trusts and Estates
Morgan and DiSalvo stays on top of latest developments and do fine job of educating their clients.
Trusts and Estates
My experience working with Morgan and DiSalvo has been excellent. They have very strong technical expertise but also have great bedside manner in communicating tough technical topics with clients. I have no hesitation to refer them to any of my clients.
Trusts and Estates
Richard Morgan at Morgan and DiSalvo recently prepared our new wills and trusts. He is extremely efficient and thorough, and he really understands the needs of the family which has come to him for updating these documents. His wonderful background is impressive. Richard prepared a comprehensive plan for us, and we have been in contact with him during the past several weeks to ask him questions on laws that have changed. He gave us the answers to our questions, and he explained those changes very clearly to us. We are so fortunate to have found Morgan and DiSalvo. Richard is an Outstanding attorney.
Trusts and Estates
Morgan and DiSalvo is wonderful to work with. They ask the right questions, make great suggestions and give us outstanding legal service. We have been consulting and working with them for over 30 years.
Dan Reason
Trusts and Estates
Morgan and DiSalvo is a totally professional group. In addition to estate planning they keep us up to date on all new laws and changes through email updates, lunch and learns, web seminars. We feel we are in good hands with our estate planning.
Robert McColloch
Trusts and Estates
I can't overstate how pleased I've been with the team at Morgan and DiSalvo! They've been very knowledgeable, efficient, and professional in all matters. I also like how they stay current regarding the many changes taking place in the trusts and estates domain, and strive to make sure I'm aware of those changes and the potential impacts to my estate planning. Kudos!
David Jones
Trusts and Estates
My experience with Morgan and DiSalvo has been over a span of almost twenty years. This is not a inexpensive law firm, but you do not get low cost “canned” legal papers and products from them. Excellent legal work is time consuming with individualized content and engaged attorneys. That type of service is costly to produce. This firm ranks with the top of their professional colleagues. Their work is secondary to none. Their staff is ruthlessly efficient leaving no “t” uncrossed. The engagement gives you the feeling that you are their favorite client, if not their only one. There is no room nor reason for disappointment. They are the very top of the line.
Lucy Gratton
Trusts and Estates
I was very happy with the service I received from Morgan and DiSalvo. Richard is extremely knowledgeable and very helpful with all my questions. The firm also keeps me updated on the latest information that may impact me.
Lisa Bradley
Trusts and Estates
My wife and I started the process of updating our wills and doing our estate planning with little knowledge of how current tax and probate laws could affect your family. Morgan and DiSalvo guided us through the process, and we now have a plan that gives us piece of mind that the documents and trusts created will protect and provide for our children and grandchildren in the future.
Trusts and Estates
Morgan and DiSalvo partners consistently exhibit a broad range of experience and expertise in the trust, estate, and taxation practice areas. Remarkable attention to detail at every level.
Trusts and Estates
Morgan and DiSalvo is very involved in helping to educate the professional community as well as clients about estate planning ideas and strategies.
Trusts and Estates
I've worked with Morgan and DiSalvo for years. They are one of the few firms that I trust to deliver a great experience to my clients who need estate planning.
Trusts and Estates
My experience with Morgan & DiSalvo has been “non-pareil”.
Richard Morgan has been the most accessible attorney I have ever known. I can call him on any small problem, and he’ll always discuss it with me.
When it was suggested to me that I needed a trust, I called him and he concurred. He has given me superb advice on my will.
He has my highest recommendation.
My very best,
Rochelle Proctor
Rochelle Proctor
Trusts and Estates
I have been a client of Morgan and DiSalvo for over 10 years. They always have been very through, responsive and knowledgeable.
Lynette Link
– Client
Trusts and Estates
Richard Morgan has complete command of Trust & Estate law. He is also a resource to engage when one has any major financial issue. He is understanding, responsive and wise, all you would want in a personal attorney..
Bruce Meacham
– Client
Trusts and Estates
I had my Will, Advance Directive for Healthcare, and Power of Attorney drawn up by this law firm, Morgan and DiSalvo. I personally dealt with and met Richard Morgan and Loraine DiSalvo, as well as Kim Comstock, the paralegal. I can't speak highly enough of their attentiveness and responses to any question I had (and believe me I had many). I definitely would recommend them to anyone to have their estate documents done. They were very professional.
Joseph Avicolli
– Client
Trusts and Estates
Morgan and DiSalvo is available for questions and very professional. I have the utmost confidence in their help. It was a pleasure dealing with them.
Trusts and Estates
Morgan and DiSalvo is very professional, knowledgeable and quick to respond.
Trusts and Estates
I appreciate Morgan and DiSalvo's emails providing the latest information on trusts and estates, and they are always responsive to my questions and concerns.
Trusts and Estates
My wife and I are treated as though we are the most important client the firm has. Loraine never rushes us and makes us feel every question is important and covers issues in detail.
I feel lucky to have found Morgan and DiSalvo as our Will and Trust Attorneys.
Melvin Wright
Trusts and Estates
Sound expertise and counsel on estate planning supported with excellent trust document creation.
Tom Driscoll
Trusts and Estates
Currently, Morgan & DiSalvo are working on my latest request. I am satisfied with their present work, and also their past work on my behalf. I consider their service to be top-notch and recommend their trust and estate services.
William Cooper
Trusts and Estates
They are always excellent, and very responsive.
Parvesh Bansal
Trusts and Estates
Morgan and DiSalvo (Richard Morgan) overhauled and completely reworked my Trusts; Estate Plan; Wills etc. They are extremely knowledgeable and current on the law, trends etc. They provided much needed advice and education on best practices to accomplish my goals and kept me from making what would have been mistakes in the structuring.
Fred Smith
– Client
Trusts and Estates
I am a retired DeKalb County Public Defender (24 years as the PD), 6 more as an Asst. PD. I also worked several years to help establish a Statewide defender system. This is an excellent firm in every possible way, and I hired lawyers for the PD office, a big one (75 Assistant PDs) so i did a lot of judging attorney hires and performance. Cost-effectiveness? Yes, considering the effectiveness.
Lawrence Schneider
Trusts and Estates
From the office workers to the owners/attorneys the practice is professional, kind, and easy to work with. Their knowledge and training are top tier.
Robert McColloch
Trusts and Estates
Richard Morgan is an outstanding Estate attorney. Over a long time span, we have made changes to our wills and trusts, and Richard is the latest attorney to help us revise these documents. He stands out as the most complete, detailed attorney we have ever encountered. Our major thought is that we should have located Richard many years ago. Richard makes the creation of wills and trusts understandable. He is up to date on the latest state and Federal law, and his goal is to make sure that his client's wills and trusts are up to date. He provides ongoing emails with meaningful information. Overall, Richard is
an awesome Estate and Wills attorney.
David Kirschner
Trusts and Estates
Morgan and DiSalvo came highly recommended by a friend. Working with them was a very pleasant experience. I knew up front what their time frame was and the cost of legal work I was in need of. Richard Morgan was professional, prompt, honest and provided great suggestions along with all the required documents I needed. They also provide information to their clients pertaining to new tax and estate laws. Based on my experience I will not hesitate to use them again.
Diane King
Trusts and Estates
Morgan & Disalvo has advised and developed estate documents for my wife and I, our adult children and their families over the past 10 years. They are extremely knowledgeable and experienced on estate law and and how best to apply it for our estate situation. Over the years we have presented updates to our life journey and Morgan & Disalvo has continued to advise on recommended document updates.
I also appreciate their publications and updates on current estate planning and elder law subjects and considerations. I have learned that estate planning is an ongoing process!
I have and will continue to recommend Morgan and DiSalvo to others considering or wanting to create an estate plan.
Jay Evensen
Trusts and Estates
Morgan and DiSalvo created the estate plans for my family and my (now deceased) parents. They guided me through my responsibilities as executor of my parent's estate, and they helped us sort through a health care insurance issue. Through all of this, they demonstrated expertise in their field, patience in helping us understand the complexities of estate law and trusts, and flexibility in letting us do what we could (saving some money) and stepping in themselves where needed. I have always been extremely satisfied with the work they have done for us, and I give them the highest recommendation.
John Chouinard
Trusts and Estates
Richard Morgan is a very understanding, complete attorney when it comes to Trusts and Wills. He is absolutely the finest we have encountered since moving to Atlanta over 22 years ago. Without a doubt, Richard is THE person to trust when it comes to Wills. Over the years, we dealt with two other lawyers when it was time to revise our wills. We were lucky to find Richard this time. So we have a strong basis to compare. By far, Richard Morgan is our Number ONE choice.
David Kirschner
Trusts and Estates
Richard Morgan is the best, sweetest, most knowledgeable, caringTrusts & Estate law attorney in Atlanta! We appreciate him and his co- staff, and can highly recommend him!
Joy and Marc Hoffmann
Joy Hoffmann
Trusts and Estates
I have worked with Lorraine and her team for a number of years; planning Living Wills, Estate and Trusts. She is well known as the "brightest estate planning mind" in the Atlanta area, and every experience I've had with her verifies that.
Joel Carver
Trusts and Estates
Loraine DiSalvo at Morgan and DiSalvo is my go-to referral for larger estates and complex estate planning issues. As a lawyer myself, I’ve also benefitted from the articles and blogs posted by the firm on various changes in both federal and state estate planning laws.
Trusts and Estates
I'm a lawyer and I've never wrapped my head around trusts & estates but Loraine DiSalvo of Morgan and DiSalvo explained everything without being condescending in the least. That's just not her nature. She has a practical, no-nonsense approach, which is just what we wanted. Everyone in the office is responsive and helpful. We have been very happy with Loraine's work and her pricing is very reasonable.
Amie Willis
– Ogletree, Deakins, Nash, Smoak & Stewart, P.C.
Trusts and Estates
I chose Morgan and DiSalvo for my estate planning and have been delighted with their professionalism, knowledge of their area of expertise and everything else about the experience. I know lawyers, and Lorraine DiSalvo is an excellent one. I've hired and supervised a great many lawyers (49 of them in DeKalb) and feel confident in my ability to recognize quality legal work when I see it.
Lawrence Schneider
Trusts and Estates
Morgan and DiSalvo is a very professional firm. I was more than pleased working with Lorraine DiSalvo. She never failed to return my calls and e mails in a timely fashion. She did a wonderful thorough job in preparation of my will and estate.
Fred Scheps
Trusts and Estates
Not only has Loraine DiSalvo prepared my and my husband's wills and related documents, but I have also sent a number of my own clients to her over the years. All of them, myself included, have been very satisfied with Loraine's work and have raved about her knowledge of the law and how it relates to their situations. She takes the time to explain everything thoroughly. I am very satisfied with Morgan and DiSalvo and highly recommend!
Leah Melton
Trusts and Estates
Morgan and DiSalvo is a top notch estate planning law firm. Not only is their expertise of the highest quality but their ability to communicate with their clients and tailor a specific estate plan to their needs in a friendly and professional manner is greatly appreciated. Of all the law firms I have done business with in the past 50 years Morgan and DiSalvo is the most professional and pleasant firm I have ever dealt with. I highly recommend them for anyone desiring to put together a complete and professional estate plan.
Dennis Dolan
Trusts and Estates
I have referred my own clients to Morgan & DiSalvo many times over the last nine years. They have a consistent, high standard of care and customer service. They also provide knowledge to other professionals in many different industries such as mine, financial services. The quality of the content is consistently concise and timely.
Jason Cross
– McGill Advisors
Trusts and Estates
Richard and his team are recognized at both the local, state, and national level for their expertise in Trusts & Estates Law. I was very deliberate in my search for an attorney to prepare my will and trust, having worked previously with a top-notch law firm in another state on various real estate and estate documents for my parents and their businesses. I understood what goes into the preparation of the documents and some of the details that must be included. I must say Richard Morgan is one of the more thorough and knowledgeable attorneys I have experienced in his understanding of very complex legal and tax issues regarding estate planning. His ability to strategize and create solutions to unique legal challenges is impressive. This is a proactive law firm that tends to understand and communicate newly passed legislation that impacts the client's estate plan. I highly recommend Morgan and DiSalvo.
Ken Anderson
Trusts and Estates
We had Morgan and DiSalvo replace our very outdated wills. They made the process very easy for us, answered questions quickly and to our satisfaction, and were extremely friendly and welcoming at the office. Allison Byrd exceeded all our expectations, and I recommend her highly. By the time we finished up, my husband and I felt we'd made a new friend.
Trusts and Estates
Morgan and DiSalvo were recommended to me by both my financial advisor and CPA. I retired 3 + years ago from a successful IT career. Being a divorced Father of 2 grown children I needed to rework my Estate plan that had been done many years prior as my financial and marital status had changed significantly. I had very specific requests as to how my Estate / Trust would be administered en behalf of my children once I pass on. Richard Morgan handled my requests and gave me strong guidance on many things I had not thought of relative to inheritance laws etc. The initial drafts of my documents were incredibly detailed and very specific to my requests. The firm went thru it in great detail , explaining the key issues and once we had the necessary modifications I requested we finalized my plan. Everything was well managed and communications could not have been better. I greatly appreciate the work they did on protecting my assets and estate and have recommended this firm to a number of people.
Fred Smith
– Client
Trusts and Estates
We have used the Morgan and DiSalvo law firm for over thirty years. In that time, they have worked with us in the areas of wills, taxes and finance. Their advice and legal services have been outstanding. They are easy to work with.
Dan Reason
Trusts and Estates
Morgan & DiSalvo is a creative knowledgeable firm and a group of very nice people. They are experts in a variety of areas of estate planning and probate and a joy to sit down with over a meal. I have know both Mr. Morgan and Ms. DiSalvo for probably 15 years and I think I am much better at my work for the knowledge and experience they have shared. Both are also generous with their time to help with continuing education and/or participation on organizational boards serving the estate planning industry.
Terrence Quinn
– Insurance Advisor
Trusts and Estates
I dealt with both Richard Morgan and Loraine DiSalvo, the attorneys, and Kim Comstock, their paralegal. They did my Will, Power of Attorney, and Advance Directive for Healthcare. They were all very attentive to my needs and responded quickly whenever I had a question. I would highly recommend them to anyone who needs to have their estate documents done.
Leslie Millones
– Client
Trusts and Estates
The Morgan and DiSalvo firm has been so very professional toward our estate planning since 2014. Since then they have kept us updated (by newsletters and in person informational meetings) on changes in law that affect our estate plan.. Not only do we feel safe and satisfied with their expertise , but they really listen to us about our estate questions and concerns and provide timely feedback with their advice.
Robert McColloch
Trusts and Estates
Richard Morgan is an excellent estates lawyer (and a lovely person). He explains complicated issues in a straightforward, practical and understandable way. He answered every question and addressed every concern we had. You can have as much detail as you want, or he can give you the simple "what you need to know" answer. He is not cheap and you have to get in his queue. For us, his quality of service was worth the expense and wait. We were told upfront that it would be six months to turn around our documents after our extensive estate planning consult. And it really was six months. But we have a high level of confidence now that our family estate planning is air-tight and addresses all our needs.
Jess Kysar
– Client
Trusts and Estates
I had Ms. DiSalvo of Morgan and DiSalvo work with me to import my out-of-state estate planning in a very timely fashion as I was going through a divorce. Ms. DiSalvo took the time to make me aware of the immediate issues needing to be addressed even before the final importing of the estate planning was completed. She was extremely thorough in her review and explanation of the items needing to be addressed; she didn't rush the process at all but made sure with my unique situation that it was all handled timely.
David Orosz
Trusts and Estates
Morgan & DiSalvo provide excellent and caring advice on estate planning. Previous firms used one size fits all approach. Ms. DiSalvo first sought to understand our specific circumstances. She presented a very nuanced approach that fit our exact needs.
Arnold Moore
Trusts and Estates
They are extremely knowledgeable and professional, timely and reliable. I know I can rely on Morgan and DiSalvo for my needs.
Mike Hutchision
Trusts and Estates
My experience with Morgan and DiSalvo has been uniformly excellent. Lorraine DiSalvo has been my lawyer for nearly three years and has been a tremendous help to me, especially at the time of my husband's death. She advised me on many questions regarding trusts, taxes, and procedures of the probate court. Lorraine and her firm have always been very responsive when I had a question or asked for information. I have recommended her to friends, who have also been very pleased.
Dee DeBra
Trusts and Estates
I have worked with Richard Morgan and Loraine DiSalvo for the last nine years or so. I have referred many clients to Morgan and DiSalvo and have had my own estate tax planning done by them as well. I have found Morgan and DiSalvo to be very thorough in the work they provide; they are also quite consultative with their clients. I have been extremely pleased with their work and plan on continuing to refer them business.
Jeff Cohen
Trusts and Estates
I have been working with Morgan and DiSalvo for over 20 years with the various Trusts and Estates set up by my family. These include trusts and wills for several family members, including a developmentally disabled brother. Morgan and DiSalvo have also been helpful in coordinating additional work with accountants and other professionals to assist with the various trust and estate matters for our family. In addition, they have always been available to discuss any issue I might have.
Larry Benator
Trusts and Estates
Morgan and DiSalvo is a valued partner with the technical expertise and the personality to inspire confidence when referring any of our clients in need of high quality estate and tax planning advice.
Trusts and Estates
My sister and I had our estate documents prepared together by Loraine DiSalvo of Morgan and DiSalvo. We are the only surviving family members, and we co-own our house together, so it made sense to use the same firm. Loraine was extremely professional while also being very personable. She was completely knowledgeable about both of our estate document needs. Mine were very "simple" compared to my sister's, so I was a bit surprised at the cost of their preparation (ten years ago it was only $200!) The entire process also took 8 months from start to finish, due to the small size of the firm, which was a bit too long in my opinion, but I think most of that time was spent working on my sister's complex trust documents. These two reasons are the only reasons why I'm not giving the firm all 5s. We both have complete confidence in the firm's expertise and know that going forward any changes to our estates will be fully and properly taken care of.
Trusts and Estates
Morgan and DiSalvo is very thorough and professional. They are easy to reach and quick to respond.
Trusts and Estates
We had an absolutely professional engagement with Morgan and DiSalvo and they walked us through every step in an educational and meaningful way. We felt truly confident in the process and with Lorainne’s engagement and guidance.
Trusts and Estates
When setting up our documents, we were advised but not told what we should do for our particular circumstances. Nothing was “ cookie cutter.” Morgan and DiSalvo treated us with the utmost respect and couresy. When I needed their assistance after the unexpected death of my husband, they took care of everything and all legal matters were a breeze to handle. Because we followed their advice, I did not have added stress added to an already stressful situation. Having experts in several areas of law needed for planning, including elder law, was certainly an advantage.
Trusts and Estates
Richard Morgan of Morgan and DiSalvo is an outstanding lawyer in the area of Wills and Trusts, as well as Taxes. Five Star Attorney in every respect.
Trusts and Estates
Morgan and DiSalvo helped me with a difficult special needs trust and will. Richard Morgan spent a great deal of time with me explaining all the choices and ramifications that go with them. Afterwards I was given a complete list of everything I needed to do to populate the trust. Besides the original copies of the trust and will, I was also provided with copies on a CD as well as a complete notebook with copies of everything divided by sections for easy ongoing reference.
Trusts and Estates
Mr. Morgan of Morgan and DiSalvo was extremely professional and took the time to make me feel comfortable. He explained various legal options and provided both a technical and layperson's description on how the master documents would respond and how the various trusts would work.
Trusts and Estates
Morgan and DiSalvo is maybe the most technically adept in GA. No one is more detailed in their evaluation, implementation and communication.
Trusts and Estates
Morgan and DiSalvo offers excellent service. They are very responsive and answered all my questions. I had them update my revocable trust and other estate documents.
Trusts and Estates
All professional interactions with Morgan and DiSalvo have been very good. We do not have any mutual clients, but I am impressed by their demonstrated expertise through speaking and writing.
Trusts and Estates
Morgan and DiSalvo is a top-notch trust and estate firm for the north metro Atlanta area.
Alex Munoz
Trusts and Estates
I have known Richard Morgan and Loraine DiSalvo throughout my career as an estate-planner in Alpharetta. I have recommended them as counsel when I believe their expertise in complex estate planning and family succession planning fits a client's needs.
Chris Miller
Trusts and Estates
Ms. DiSalvo did an outstanding job in helping me settle my father's estate, even arranging for completing my executor appointment being out-of-state, which save me travel time and money. She was also very knowledgeable and helpful in providing advice for our own estate plan under a difficult time deadline.
Fancisco Middleton
Trusts and Estates
Morgan and DiSalvo keeps me up with all the federal and state tax and estate changes that affect my estate. They also provide learning sessions for very important estate law changes. They are very thorough at giving information critical to my estate.
Robert McColloch
Trusts and Estates
I retained Morgan & DiSalvo when I was serving as the executor of an estate in Georgia. Loraine DiSalvo provided very sound legal advice and representation, guiding me through a difficult process and ensuring that I fulfilled my duties competently and efficiently. I was tremendously impressed with her knowledge, expertise, and concern for me as a client and for the beneficiaries to whom I was responsible. I was equally pleased to find that Loraine and her firm were conservative in their billing practices, allowing me to perform my responsibilities with minimal impact on the estate I was entrusted to execute. I cannot recommend the firm more highly.
David Marshall
Trusts and Estates
Morgan and DiSalvo is very knowledgeable in estate planning, provides options in a clear concise manner, very patient to ensure you understand the ramifications of all options, and quick to respond to any follow up or additional queries. Highly recommended to my acquaintances for personal estate needs.
Glenn Kidd
Trusts and Estates
Morgan and DiSalvo is very thorough and extremely competent.
Jack Howison
Trusts and Estates
We contacted Morgan and DiSalvo to review our existing trusts and make recommendations to update and strengthen them. In all aspects of their work, we found them to be incredibly knowledgeable and efficient. The entire team works well together in support of the client's needs. We felt valued.
Scherri Hall
Trusts and Estates
Morgan and DiSalvo is an excellent law firm. I would not hesitate to use them again or to recommend them to friends.
John Dudley
Trusts and Estates
Morgan & DiSalvo, P.C., is a highly professional, hands-on law firm that strives to produce the best estate plan possible that is tailored to their clients' needs and desires. My wife and I recently retained Morgan & DiSalvo, P.C. to prepare an estate plan for us. This was a pleasant experience in every respect in that this law firm and all of the attorneys and staff who work there were courteous, professional, and knowledgeable, and were a pleasure to deal with during this entire process. We were particularly pleased with the personal attention we were given and we greatly appreciated the thorough and understandable explanations we received of the sometimes complex estate planning provisions that were involved in this estate plan. The process and resulting documents produced covered all aspects of a comprehensive estate plan, including estate tax planning, and we feel we are now taken care of in every aspect of our estate and its ultimate disposition. I would highly and enthusiastically recommend Morgan & DiSalvo, P.C. for all estate planning needs for any individuals.
Dennis Dolan
Trusts and Estates
Morgan and DiSalvo has done an outstanding job at keeping us posted on new developments and explaining them.
David Dobson
Trusts and Estates
I have been completely satisfied with Morgan & Di Salvo. My attorney, Lorraine DiSalvo, has been unfailingly prompt and helpful in response to any questions I've had and has guided me in all legal issues that have come up for me. I have complete confidence in her and the firm.
Dee DeBra
Trusts and Estates
Morgan and DiSalvo attorneys go us an excellent result and they are extremely professional.
Bruce Ballard
Trusts and Estates
When I need complex expertise on anything related to estates, probates and POA, Morgan and DiSalvo has the answers and are always glad to help a colleague.
Glen Ashman
Trusts and Estates
Aside from being extremely knowledgeable, Loraine DiSalvo of Morgan and DiSalvo is always responsive and patient in her replies to whatever questions I have. If she is not available when called, she always returns the call in a reasonable time frame.
Trusts and Estates
Morgan DiSalvo offers fantastic personalized service. Lorraine did a fantastic job explaining fairly complex estate planning techniques to my wife. Our documents were prepared in a timely fashion and the updates to
Trusts and Estates
I have been a client of Morgan and DiSalvo, for 20+ years. The entire staff is very responsive to my questions/concerns. I recently met with them to update my will. Richard Morgan very carefully explained new changes in the law, and helped me update my will accordingly. He answered all my questions during the meeting, and was very responsive to any I had after we met. I would strongly,unequivocally recommend him, his partner and the rest of the staff.
Trusts and Estates
I've known Richard Morgan at Morgan and DiSalvo for many years and he is a knowledgeable professional. He is responsive and is eminently referable.
Trusts and Estates
Richard Morgan, at Morgan and DiSalvo, is very knowledgeable and cutting edge in his approach to Trusts and Estates Law. The office is very convenient and is a pleasure to work with. I would definitely recommend him and Morgan and DiSalvo.
Trusts and Estates
I highly recommend Morgan and DiSalvo for its tax, estate and trust expertise.
Trusts and Estates
We found the Morgan and DiSalvo firm easy to work with. Further, they answered our questions in great detail and asked us questions to gain knowledge about our thinking and understanding.
Trusts and Estates
Morgan and DiSalvo is extremely knowledgeable, very responsive, and the attorneys are easy to work with. I highly recommend them.
Trusts and Estates
Richard and Lorraine of Morgan and DiSalvo are very professional and I have had great experiences working with them on our clients mutual estate planning matters.
Trusts and Estates
I have been doing business with Richard Morgan of Morgan and DiSalvo for decades now. He is my go-to guy for all my legal needs. If he can help, he does an excellent job. If he can't his referrals are always golden. I cannot recommend him and his firm highly enough.
Tom Wiencko
Trusts and Estates
We started with Morgan and DiSalvo attorney Richard Morgan on the advice of my Financial Planner. He had evaluated other firms and felt that they were the best in the metro area. I have not been disappointed by their work. They are very professional and easy to work with.
Bruce Walkes
Trusts and Estates
Morgan and DiSalvo is a wonderful group of knowledgeable attorneys who are committed to the community, as well as to their clients!
Itai Tsur
Trusts and Estates
It was pleasure working with Richard Morgan of Morgan and DiSalvo. He gave us ideas that we never thought of and his knowledge of the laws was so outstanding. We had complete confidence in his expertise and would definitely give his name to friends and acquaintances.
Mireille Morgan
Trusts and Estates
We have depended on Richard Morgan and Loraine DiSalvo for years, from our initial estate planning. Then as our dependents needs changed, we used them for updates. Each time, we were treated with both professional integrity and compassion. Not only are they caring and professional, but each time an estate law changes that might effect our estate, they provide online information. If the changes are really important to our estate, they offer in-office updates for us and others in small group environment and answer our questions and concerns.
Robert McColloch
Trusts and Estates
Richard, Lorraine and the rest of attorneys at Morgan and DiSalvo are great professional colleagues. I can always ask them to, and often do, kick around options, issues and potential solutions in particularly sticky tax and Georgia fiduciary law client matters. They are always happy to help and their counsel is often spot on. I appreciate their friendship.
Jim McCarten
– Burr & Forman LLP
Trusts and Estates
Over the years, we have had several different wills drawn up. By far, the most complete and the most impressive wills and trusts were done by Richard Morgan, the partner in Morgan and DiSalvo. After reading the many top reviews about the firm, we decided that a new will and trust needed to be written. We contacted Richard Morgan, and were very impressed with his total approach to our needs. He accurately prepared new documents for us, which should provide many years of coverage for our heirs and our estate, without having to look any further for another attorney. Richard makes sense when he speaks to the client. He speaks in plain English, and most of all, he listens to his client. That is the ONE key that sets him aside from others we have dealt with in the past. We are confident that our children will be able to deal with Richard in the future years in any questions involving our wills and trusts. In fact, our son has engaged Richard to revise his own estate plan, with a new will and trust for his family. We cannot give enough praise to Richard Morgan. He is a top notch attorney who deserves to be included in the Best Lawyers list.
David Kirschner
Trusts and Estates
Richard Morgan has provided outstanding advice to our family and friends for many years. I highly recommend Morgan and DiSalvo for all estate planning needs.
Marc Hoffmann
Trusts and Estates
Morgan and DiSalvo are very professional but also very patient in explaining options and recommendations to clients, most of whom, like my wife and I, are not particularly well versed in estate planning, options, dos and don'ts, etc.
Dan Graveline
Trusts and Estates
Morgan and DiSalvo's attorneys are very conscientious and eligible. They are very dedicated to providing useful information to clients and professionals.
Bruce Gaynes
Trusts and Estates
We find Loraine DiSalvo to be trustworthy and she makes us feel very comfortable. In particular, we appreciate that she is willing to offer suggestions about issues to consider. We are so glad we found her.
Gloria Francingues
Trusts and Estates
Morgan and Di Salvo is a highly professional and very experienced law firm that specializes in estate planning. My wife and I were very pleased with the entire experience of working with Morgan and Di Salvo to develop an estate plan. All of the personnel we worked with at this firm, particularly Richard Morgan and Loraine Di Salvo, made the development and implementation of our estate plan a comfortable and understandable experience. I would highly recommend this firm for anyone desiring to design and implement a thorough and professional estate plan.
Dennis Dolan
Trusts and Estates
Morgan and DiSalvo know the laws and tax aspects as well as current developments, especially in Georgia where they are actively involved in getting needed changes.
David Dobson
Trusts and Estates
We enjoyed working with Morgan and DiSalvo . Lorraine met every one of our expectations. She is very thoughtful and considerate.
Vilma DeMille
Trusts and Estates
Morgan and DiSalvo did a good job of updating my trust and estate plan. I felt the fee was reasonable considering it was a complete update.
Thomas Chivers
Trusts and Estates
Morgan and DiSalvo is one of the best Trust and Estate law firms in the Atlanta area.
Bill Carey
– Capital Group
Trusts and Estates
Excellent legal work, excellent people.
Richard Campbell
Trusts and Estates
Morgan and DiSalvo attorneys are some of the highest caliber professionals I have ever worked with.
Evan Busman
Trusts and Estates
We know very little about legal matters and because everyone at Morgan and DiSalvo is so knowledgeable about these matters, we no longer worry about this important part of our legacy.
Louise Bill
Trusts and Estates
Only legal firm I have experienced where reading the documents legalese doesn't put you to sleep. Morgan and DiSalvo's documents are in regular English and very easy to understand, despite being of very high quality. Their response is always impeccable.
Parvesh Bansal
Trusts and Estates
They have an excellent legal team which provides leading edge solutions to changing and challenging laws. I would highly recommend Morgan and DiSalvo for all your estate or tax law issues.
Ken Anderson
Trusts and Estates
I have been with Morgan and DiSalvo for 18 years and could not be happier. Everything they have done for me was timely and thorough. They responded quickly to any phone calls or emails I sent. Eighteen years ago when my husband died, one of the beneficiaries threatened to contest the will, but the will was so well done that the person had absolutely no case. However, throughout the process, Richard Morgan and Loraine DiSalvo were sensitive, thorough, and thoughtful in how they handled the issue and how they related to me. When I recently went back to have the will updated, they were just as thorough and helpful. I have full confidence in their work and have recommended them to others.
Trusts and Estates
Morgan and DiSalvo attorneys are truly experts in their field. Their knowledge of the law and how it applies to a personal situation is extensive.
Trusts and Estates
Morgan and DiSalvo are among the most knowledgeable and responsible estate planning lawyers I have ever hired. They were courteous; explained the process well in understandable language; followed through effectively; and got the job done in my timeframe. I was having surgery, and I needed to ensure my daughter would be properly provided for if anything should happen. I went into surgery knowing that everything I could control was managed. I would hire them again, and in fact, I am. I am meeting with them next week to revise my documents now that my daughter is 18. And did I say they are modest and helpful?
Brenda Neihouse
Trusts and Estates
Morgan and DiSalvo are passionate about helping their clients fully appreciate the impact their estate planning decisions may have on their families. They take the time to make sure the client’s estate planning documents truly reflect their intentions and support the legacy they want to leave.
Shari Martin
Trusts and Estates
Richard Morgan and Loraine DiSalvo are among the best counselors for wealth succession planning in the northern suburbs of Atlanta.
Chris Miller
Trusts and Estates
My wife and I hadn't prepared wills and estate planning documents since being married twenty years ago. Needless to say, this project was long overdue. Richard Morgan and Loraine DiSalvo were a pleasure to work with, were very effective in communicating complex subjects, and did an exceptional job in leading us through the process, culminating in our successful execution of all our documents. Based on the high quality and the extent of the work performed, their fees were very reasonable. We plan on using Morgan and DiSalvo whenever our estate planning documents need to be updated and recommend them highly for anyone looking for a best-in-class trusts and estates law firm.
Chad Kapfhamer
Trusts and Estates
Morgan and DiSalvo has great and knowledgeable lawyers. My clients and I are completely satisfied with their work and responsiveness!
Marc Goldstein
Trusts and Estates
Morgan and DiSalvo did trusts for my late wife, mother-in-law as well as myself. I have been pleased with the manner in which the work was and is performed. Shortly, I intend to see them regarding updating my will and seeking some advice.
David Dobson
Trusts and Estates
I found Richard at Morgan and DiSalvo, and all of his staff that I met, to be very astute and extremely easy to discuss my project and perceived needs with. They explained the applicable portions of the law that would help me accomplish my objectives and how that would happen. I must point out that these discussions took on an overall business genre that I could understand and relate to rather than a legal discussion. They were always receptive to any and all questions I might have. Their professionalism, knowledge and integrity were always present and reassuring to me as the client.
Carman Robinson
Trusts and Estates
Morgan and DiSalvo provided a package which included details on fee structure, common questions and answers on Power of Attorney, Advance Directive for Health Care, different types of trusts and wills, probate process, etc. They also provided a schedule to list assets for federal estate tax purposes so I would know how to best make decisions for my future. Throughout the year, Mr. Morgan sends me emails on estate planning to keep me current. My experience with Morgan and DiSalvo has been nothing but professional, courteous, and attentive to detail. I felt secured and relieved during such a trying and potentially complicating event, knowing what I needed to do to protect myself and my family. I personally feel better prepared to handle my affairs and more confident knowing I have Morgan and DiSalvo at my side.
Janet Taylor
Trusts and Estates
The attorneys at Morgan and DiSalvo are professional, helpful and knowledgeable. They make everything easy to understand.
Bruce Ballard
Rankings
Metro Rankings
Greater Atlanta
Tier 1 for Trusts and Estates
Tier 2 for Tax Law
Practice Areas
The below are areas of legal specialty volunteered by the firm and do not designate a specialty in which a Best Law Firms ranking is held.
- Trusts and Estates
Individuals Recognized in The Best Lawyers in America®
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Client Comments
All client comments represent the opinions of the people who provided them. All potential clients are urged to remember that no two cases are ever completely alike and that the result in one case does not guarantee a similar result in another case.
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Main Location
Alpharetta,
GA
5755 North Point Parkway, Suite 17
Alpharetta, GA 30022-1136
United States
678-720-0750
Call our Alpharetta, GA location at 678-720-0750
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