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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Showing 1-10 of 74 client reviews from Lawyers.com
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5 stars
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4 stars
9%
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Communication
5.0
Quality of Service
5.0
Responsiveness
5.0
Value for Money
4.9
Estate Planning
Posted by anonymous
January 29, 2020
Hired Attorney

Richard Morgan is knowledgeable of law and estate planning to prepare you and your loved ones for “when that time comes.”. He’s able to explain legal stuff in an understanding way. Easy personality too.

Trusts and Estates
Posted by anonymous
November 27, 2019
Hired Attorney

Richard helped us to update our advanced directives and reviewed our wills and trusts to determine if they were up to date. He made the whole process painless and pleasant. He is very knowledgeable and easy to work with.

Estate Planning
Posted by anonymous
November 06, 2019
Hired Attorney

We interviewed several law firms before deciding to use Richard Morgan for our Estate Planning. Richard did a great job explaining the process and made it all simple to understand, I would not hesitate to recommend Morgan DiSalvo for Estate And Trust planning.

Trusts and Estates
Posted by anonymous
June 16, 2016
Hired Attorney

To me, the most important things in this world are accepting Christ as my Savior, cherishing and being with my precious son God gave to me and having everything prepared, when it's my time to go, to make it easier for him during that difficult time. Richard and his staff were amazing to work with. He was very thorough, knowledgeable, detailed oriented and patient, when I had to ask him to explain something a dozen times for me because I kept forgetting what he

 
Trusts and Estates
Posted by anonymous
September 24, 2015
Hired Attorney

The estate planning provided by Mr Morgan not only met our requirements from a desire and legal point of view, but he guided us through all aspects of the complicated process in layman's terms. Needless to say this process not only provided the answers to our questions but also eliminated any doubt we may have harbored. His personal approach should be lauded as well as his professionalism.
Highly recommend him.

 
Trusts and Estates
Posted by anonymous
September 21, 2015
Hired Attorney

Richard and Loraine are professional, knowledgeable, and have the ability to easily communicate the plans that were put in place for my estate.

Trusts and Estates
Posted by anonymous
July 15, 2015
Hired Attorney

Richard is a "rock star" when it comes to his knowledge of both the intent and implications regarding the many nuances in the domain of estate law. So glad we found him (via referral). Thank you, Richard!!

Trusts and Estates
Posted by anonymous
April 21, 2015
Hired Attorney

I've been working with Richard Morgan on estate planning over the last several months. His expertise, patience, attention to detail and ability to explain the short and long-term benefits of estate planning decisions are qualities that I seek in an attorney. He has a keen ability to clarify complex tax and legal ramifications and ensure his clients fully understand all of their options. His compassion and sense of humanity combined with his first-rate legal expertise should be commended.

 
Trusts and Estates
Posted by anonymous
April 13, 2015
Hired Attorney

Top notch law firm! In addition to preparing wills for us, Richard helped my husband and I understand all the aspects of estate planning.

Trusts and Estates
Posted by anonymous
December 29, 2014
Hired Attorney

I have been a client of Richard Morgan for over 12 years and extremely pleased with the way he has helped my family with our Estate Planning. I am very pleased with the way Mr. Morgan has arranged complicated estate planning including wills and trusts for our family, which includes one member with special needs and another member with financial difficulties. Mr. Morgan has shown he makes sure his clients are fully protected with regards to estate planning issues.

 

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.