About Richard M. Morgan, Esq.

Richard M. Morgan has been practicing law in Georgia since 1987. Richard founded the award-winning Alpharetta law firm of Morgan & DiSalvo, P.C. in 1995 to help individuals and families plan and prepare for the many changes that life brings. Morgan & DiSalvo was again named in U.S. News & World Report's “Best Law Firms” ranking for 2013-2019. Morgan & DiSalvo annually receives the highest “Tier 1” rating in Trusts and Estates Law, a distinction held by only select law firms in Georgia.

Richard prides himself on bringing peace of mind to individuals and families by helping them prepare for significant life events. In addition to the primary practice areas of the firm, Richard also specializes in finding creative solutions for clients in the areas of estate & tax planning, estate & trust dispute resolution, business succession planning, planning for special needs beneficiaries, creditor protection, charitable gift planning and tax controversies.

Richard’s work is differentiated by his level of service and attention to detail. His technical and analytical capabilities and problem-solving approach are unique among attorneys. A leader in his field, Richard is past president of the Taxation Sections of both the Georgia and Atlanta Bar Associations, the Estate Planning & Probate Section of the Atlanta Bar Association, the North Georgia Estate Planning Council and the Georgia Planned Giving Council. Richard serves on the Executive, Legislative and Georgia Trust Code Revision committees of the Fiduciary law section of the Georgia Bar Association. Richard also serves on a 2 member sub-committee of the Fiduciary Law Section to propose a Technical Corrections Bill to improve the 2017 Georgia Uniform Power of Attorney Act.

 

Awards

Reviews for Richard

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Overall Rating
Showing 1-10 of 74 client reviews from Lawyers.com
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5 stars
91%
4 stars
9%
3 stars
0%
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What do people say on Lawyers.com?
Communication
5.0
Quality of Service
5.0
Responsiveness
5.0
Value for Money
4.9
Estate Planning
Posted by anonymous
February 03, 2022
Hired Attorney

Richard took time to understand our needs, made updates accordingly and was very thorough in reviewing and explaining the final draft of our documents.

Estate Planning
Posted by Nate
October 14, 2021
Hired Attorney

Richard is an attorney that brings a unique combination of skills and capabilities to the table. He is a true expert when it comes to estate law but also possesses the ability to explain the details and complexities of those laws in clear, coherent way. Furthermore, he was extremely patient with my wife and I as we tried to understand the complex implications of our estate and trust(s) structures and didn't nickel and dime us when we needed his expertise. We ended up paying exactly what he promised and feel great about our plan.

 
Trusts and Estates
Posted by anonymous
August 17, 2021
Hired Attorney

Richard is one of the top trusts and estates experts in Georgia. He helped us work through an entire estate plan, explaining the options clearly. He offers practical advice, but with a top level of planning sophistication. His flat rate packages are also an excellent value, and predictable.

Estate Planning
Posted by anonymous
July 12, 2021
Hired Attorney

I would highly recommend Richard Morgan and his firm for Estate Planning services. He is very professional and did an excellent job updating our entire estate. All of our documentation was explained and reviewed in detail before completion. He and his staff were responsive and communicated very well throughout the process.

Estate Planning
Posted by Jess
June 13, 2021
Hired Attorney

Expensive but worth it. We felt Richard really understood the law, answered every question we had and he had a great solution to a problem from an older version of our estate planning documents. Would absolutely recommend!

Living Wills
Posted by anonymous
June 08, 2021
Hired Attorney

Professional service, 100% satisfied, Will definitely recommend to others, everything went very smooth. Grea

Estate Planning
Posted by anonymous
May 04, 2021
Hired Attorney

Richard Morgan and associates did a magnificent job creating our estate plans and associated trusts. We have a special needs son who Richard created a special trust for us. He also recommended and created a special trust for our daughter who owns her own business. We highly recommend Richard Morgan and his associates for their professionalism. We liked Richard because he took the time to deeply explain all the pros and cons of all options for us. He is very knowledgeable about estate planning and we are so glad we found him to do our estate plan. We highly recommend this firm.

 
Estate Planning
Posted by anonymous
January 22, 2021
Hired Attorney

My husband and I had all our estate documents (Wills, Powers of Attorney, and Advanced Directives for Health Care) done by this law firm. They are very professional and friendly and took the time to answer all our questions, and we had a lot of them! We dealt with both Richard Morgan and Loraine DiSalvo and their wonderful paralegal, Kim Comstock. They were all very easy to talk to, very knowledgeable, and responded quickly to any and all the questions that we had. We would highly recommend this law firm for any estate planning that people may need.

 
Trusts and Estates
Posted by anonymous
March 04, 2020
Hired Attorney

My husband I were guided through the estate/trust planning process from start to finish and Richard answered each and every question (even the "dumb" ones") thoroughly and patiently. I feel confident we made the best choice for our family's future. I'm grateful for their guidance and professionalism. I highly recommend Richard Morgan and his firm.

 
Estate Planning
Posted by anonymous
March 04, 2020
Hired Attorney

I found Richard to be highly professional, very knowledgeable, and a real pleasure to do business with.

Services

Areas of Law

  • Trusts and Estates 4
    • Asset Protection
    • Charitable Giving
    • Estate Planning
    • Powers of Attorney
  • Taxation 3
    • Estate and Gift Taxation
    • Income Tax
    • Tax Planning
  • Inheritance
  • Wills and Probate 2
    • Contested Wills
    • Living Wills
  • Other 42
    • Wills
    • Probate
    • Wealth Preservation
    • Family Trusts
    • Family Limited Partnerships
    • Special Needs Trusts
    • Contested Trusts and Estates
    • Generation Skipping Tax
    • Business Succession Planning
    • Charitable Trusts and Foundations
    • Collaborative Law
    • Business Estate Planning
    • Private Foundations
    • Family Partnerships
    • Ancillary Probate
    • Probate Administration
    • Probate Taxation
    • Federal Estate and Gift Taxation
    • Federal Income Tax
    • Federal Taxation
    • Individual Taxation
    • Inheritance Tax
    • Tax Law
    • Trusts and Estates Taxation
    • Transfer Tax
    • Decedents Estates
    • Estate Administration
    • Estate Planning for the Disabled
    • Estate Planning for the Elderly
    • Estate Planning for Unmarried Couples
    • Estate Settlements
    • Family Wealth Transfer
    • Fiduciary Law
    • Fiduciary Liability
    • Living Trusts
    • Personal Planning
    • Pet Trusts
    • Trust Administration
    • Trust Law
    • Trust Planning
    • Wealth Planning
    • Asset Preservation

Practice Details

  • Payment Information
    Payment & Cost Features
    Free initial consultation
    Fixed hourly rates
    Fixed fees available
    Accepted Credit Cards
    American Express
    Discover
    MasterCard
    Visa
  • Video Calls
    Offers Video Calls
    Video Call Options
    Zoom
    FaceTime
  • Firm Information
    Position
    Principal
    Firm Name
    Morgan & DiSalvo, P.C.
  • Additional Links

Experience

  • Bar Admission & Memberships
    Admissions
    1987, Georgia
    1990, U.S. District Court, Northern District of Georgia
    1992, U.S. Tax Court
    1987, Georgia Supreme Court and Georgia Court of Appeals
    Memberships
    Atlanta (Pres., Taxation Section, 1996-1997
    Pres., Estate Planning & Probate Section, 2001-2002) and American Bar Associations
    State Bar of Georgia (Pres., Taxation Section, 1999- 2000
    Member, Partnership Sub-Committee, 1997-2007
    Legislation Committee, Fiduciary Law Section, 2001-2017
    Select GA Trust Code Revision Committee of the Fiduciary Law Section 2016-2017).
  • Education & Certifications
    Law School
    University of Georgia
    Class of 1987
    J.D.
    cum laude

    University of Georgia
    Class of 1987
    J.D.
    B.B.A. in Accounting

    University of Georgia
    Class of 1987
    J.D.
    cum laude

    Emory University
    Class of 1992
    LL.M.
    Taxation
    Other Education
    University of Georgia
    Class of 1984
    cum laude

    University of Georgia
    Class of 1984
    B.B.A. in Accounting

    University of Georgia
    Class of 1984
    cum laude
    Legal Certifications
    Certified in Collaborative Dispute Resolution
  • Personal Details & History
    Age
    Born in 1962
    Richmond, Virginia, June 14, 1962

Contact Richard M. Morgan, Esq.

Principal at Morgan & DiSalvo, P.C.
5.0
205 reviews

5755 North Point Pkwy., Ste. 17Alpharetta, GA 30022-1143U.S.A.

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Fax: 678-720-0746
Office Hours:
  • Monday By appointment
  • Tuesday By appointment
  • Wednesday By appointment
  • Thursday By appointment
  • Friday By appointment

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Attorneys FAQs

  • Does this attorney maintain a professional presence on any social networks?
    Yes, Richard M. Morgan, Esq. has a professional profile on LinkedIn.
  • Is this attorney Martindale-Hubbell Peer Review rated?
    Yes, Richard M. Morgan, Esq. has a 5.0 Peer Rating from Martindale-Hubbell.
  • Is this attorney Martindale-Hubbell Client Review rated?
    Yes, Richard M. Morgan, Esq. has a 5.0 Client Rating from Martindale-Hubbell.
  • Does this attorney accept major credit cards?
    Yes, Richard M. Morgan, Esq. will accept American Express, Visa, MasterCard and Discover.
  • What law school did this attorney attend?
    Richard M. Morgan, Esq. attended Emory University and University of Georgia.