Morgan and DiSalvo, P.C. is a distinguished estate planning and tax law firm serving clients in Alpharetta, Roswell, Atlanta, and throughout Georgia. Recognized by Best Lawyers® as a 2025 Tier 1 Law Firm for Trusts and Estates Law in Georgia, the firm stands out for its personalized, document-intensive approach to safeguarding clients’ legacies and minimizing tax burdens.
The firm’s attorneys, including Richard Morgan and Loraine DiSalvo—both named Super Lawyers for 2025—bring decades of experience and a consultative methodology to each case. They work closely with individuals, families, business owners, and those with special needs dependents to create tailored plans that address complex family dynamics, wealth preservation, and long-term care considerations. Their practice emphasizes clarity, patience, and thorough explanation of legal concepts to ensure clients fully understand their options and the implications of their estate and tax strategies.
Services Offered
- Estate Planning
- Tax Planning
- Special Needs Planning
- Power of Attorney
- Advance Directive for Healthcare
- Fiduciary Selection
- Preventing Post-Death Disputes
- Business Succession Planning
- Charitable Gift Planning
- Income Tax Planning
- Revocable Living Trust
- Additional Non-Legal Documents
- Beneficiary Designations
- Probate
- Estate Administration
- Trust Administration
- Wealth Transfer Tax Planning (Gift, Estate, Generation Skipping Transfer Taxes)
- Tax Controversy Resolution
- Ethical Will Preparation
The firm primarily serves clients across Georgia, with particular focus on the metro Atlanta area including Alpharetta and Roswell. Their attorneys are adept at handling multi-state estate issues and are committed to providing responsive, professional guidance through every stage of planning and administration.
