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Richard M. Morgan Esq. - Alpharetta, GA

5755 North Point Pkwy.Ste. 17 Alpharetta, GA 30022

Super Lawyers®

1

Updated: 02/15/2023

Alpharetta Estate Planning Lawyer

Overview

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 and Best Lawyers.com "Best Law Firms" ranking for 2015...

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 and Best Lawyers.com "Best Law Firms" ranking for 2015. Morgan & DiSalvo received the highest "Tier 1" rating in Trusts and Estates Law, a distinction held by only 10 law firms in the Metro Atlanta area.

Richard prides himself on bringing peace of mind to individuals and families by helping them prepare for significant life events. Richard 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, 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 also serves on the Executive and Legislative committees of the Fiduciary law section of the Georgia Bar Association.

In 2014, Richard was elected as a Fellow in The American College of Trust and Estate Counsel (ACTEC). This is the most prestigious group of Trusts and Estates attorneys in the country, with only 50 Fellows in the State of Georgia. ACTEC membership is only offered to those who have provided substantial contributions to the field of trusts and estates law. Richard has used his charitable gift planning expertise over the years by serving as the chairman or member of professional advisory committees of several large Atlanta organizations including the Jewish Federation of Greater Atlanta, Jewish Family & Career Services, the Community Foundation of Greater Atlanta and YMCA of Metropolitan Atlanta.

Richard received is B.B.A. in Accounting, cum laude, and his J.D. degree, cum laude, from the University of Georgia. He received his LL.M. in Taxation from Emory University. Richard is a frequent speaker on estate and tax planning, charitable gift planning and other tax related topics.

Richard loves life and all that it has to offer, but his greatest accomplishments have all related to his wonderful and loving family, including his incredible wife and three children, and of course, now two Goldendoodles.

About Richard M. Morgan Esq.

Practice Areas

  • Estate Planning
  • Probate
  • Estate and Trust Administration
  • Estate and Trust Dispute Resolution
  • Business Exit/Succession Planning
  • Business and Transactional Matters
  • Charitable Gift Planning
  • Charitable Organizations
  • Tax Controversies
  • Tax Planning

Current Employment Position(s)

  • Attorney

Qualifications

Bar Admissions

  • Georgia, 1987
  • U.S. District Court Middle District of Georgia, 1989
  • U.S. District Court Northern District of Georgia, 1989
  • U.S. District Court Southern District of Georgia, 1989
  • U.S. Federal Courts, 1990
  • U.S. Supreme Court, 1987
  • U.S. Tax Court, 1993

Other Affiliations

  • The American College of Trust & Estate Counsel (ACTEC), 2014 - Present (Fellow)
  • Estate Planning & Probate Section, Atlanta Bar Association, 2002 - 2003 (Immediate Past President)
  • Estate Planning & Probate Section, Atlanta Bar Association, 2001 - 2002 (President)
  • Estate Planning & Probate Section, Atlanta Bar Association, 2000 - 2001 (Vice President/President Elect)
  • Estate Planning & Probate Section, Atlanta Bar Association, 1998 - 2000 (Treasurer)
  • Estate Planning & Probate Section, Atlanta Bar Association, 1997 - 1998 (Member-at-large, Board of Directors)
  • Taxation Section, State Bar of Georgia, 2000 - 2001 (Immediate Past President)
  • Taxation Section, State Bar of Georgia, 1999 - 2000 (President)
  • Taxation Section, State Bar of Georgia, 1998 - 1999 (President-Elect)
  • Taxation Section, State Bar of Georgia, 1997 - 1998 (Secretary)
  • Taxation Section, Atlanta Bar Association, 1997 - 1998 (Immediate Past President)
  • Taxation Section, Atlanta Bar Association, 1996 - 1997 (President)
  • Taxation Section, Atlanta Bar Association, 1995 - 1996 (Vice President/President Elect)
  • Taxation Section, Atlanta Bar Association, 1994 - 1995 (Secretary-Treasurer)
  • Taxation Section, Atlanta Bar Association, 1993 - 1994 (Publications Committee Chairman)
  • Taxation Section, Atlanta Bar Association, 1993 - 1994 (Member-at-Large, Board of Directors)
  • Fiduciary Law Section, State Bar of Georgia, 2012 - Present (Executive Committee)
  • Fiduciary Law Section, State Bar of Georgia, 2001 - Present (Legislation Committee)
  • Business Law Section, State Bar of Georgia, 1997 - Present (Partnership Committee)
  • Estate Planning Council of North Georgia (f/k/a Cobb County Estate Planning Council, Inc.), 1998 - Present (Immediate Past President)
  • Estate Planning Council of North Georgia (f/k/a Cobb County Estate Planning Council, Inc.), 1997 - Present (President)
  • Estate Planning Council of North Georgia (f/k/a Cobb County Estate Planning Council, Inc.), 1996 - Present (Vice President)
  • Georgia Planned Giving Council, 1999 - Present (Immediate Past President)
  • Georgia Planned Giving Council, 1998 - Present (President)
  • Georgia Planned Giving Council, 1997 - Present (First Vice President)
  • Georgia Planned Giving Council, 1996 - Present (Chairman, Mentor Program)
  • Georgia Planned Giving Council, 1995 - Present (Second Vice President)
  • Philanthropic Advisor Leadership Institute, 2007 - Present (Graduate, Inaugural Class)
  • Philanthropic Advisor Leadership Institute, 2008 - Present (Member, Steering Committee)
  • North Atlanta Tax Council, 1998 - 2002 (Member, Board of Directors)
  • Georgia State University Law School Tax Clinic, 1997 - 2000 (Member, Advisory Board)
  • Financial Planning Association, 2002 - 2003 (Member, Board of Directors)
  • Financial Planning Association, 2002 - 2003 (Chair, Liaison with Allied Professionals Committee)
  • Collaborative Law Institute of Georgia, 2011 - Present (Board of Directors, Member)
  • Collaborative Law Institute of Georgia, 2010 - Present (Member)
  • International Academy of Collaborative Professionals, 2010 - Present (Member)
  • Atlanta Estate Planning Council (Member)
  • The Not-So-Young Fiduciary Lawyers Group (Member)
  • American Bar Associations (Member)
  • Georgia Bar Associations (Member)
  • Atlanta Bar Associations (Member)
  • North Fulton Bar Associations (Member)

Education

  • Emory University School of Law, Atlanta, Georgia, 1992
    LL.M. Tax, Master of Laws
    Major: Taxation
  • University of Georgia School of Law, Athens, Georgia, 1987
    J.D.
    Honors: cum laude
  • University of Georgia, 1984
    B.B.A
    Honors: cum laude
    Major: Accounting

Pro Bono Activities

  • Leadership North Fulton, Graduate, 2007 - Present
  • The Community Foundation For Greater Atlanta, Member, Planned Giving Advisory Board, 1998 - 2003
  • Jewish Family & Career Services, Secretary and Member of Executive Committee, 2002 - 2004
  • Jewish Family & Career Services, Member, Board of Directors, 1999 - 2004
  • Jewish Family & Career Services, Member, Endowment Program Steering Committee, 1999 - Present
  • Jewish Family & Career Services, Technical Advisor, Legacy Gifts Subcommittee, 1998 - 1999
  • Jewish Family & Career Services, Co-Chairman, Legacy Gifts Subcommittee, 1996 - 1998
  • Jewish Family & Career Services, Chairman, Planned Giving Subcommittee, 1995 - 1996
  • Jewish Federation of Greater Atlanta, Member, Endowment Committee and Endowment Executive Committee, 2002 - Present
  • Jewish Federation of Greater Atlanta, Chair, Endowment Professional Advisory Committee, 2002 - 2005
  • Endowment Committee, Metropolitan YMCA, Member, Technical Advisory Subcommittee, 1998 - 2003
  • Endowment Committee, Metropolitan YMCA, Chairman, Technical Advisory Subcommittee, 1996 - 1998
  • Congregation Dor Tamid, Trustee, 2000 - 2002
  • Cobb County Chamber of Commerce, CEO Roundtable, 1989 - 1992
  • American ORT, Member, Planned Giving Advisory Council, 2000 - 2003

Classes and Seminars

  • Lecturer, State Bar of Georgia (ICLE)
  • Lecturer, North Atlanta Tax Council
  • Lecturer, Financial Planning Association
  • Lecturer, Georgia Planned Giving Council
  • Lecturer, Georgia Society of CPAs
  • Lecturer, National Business Institute
  • Lecturer, Sterling Education Services
  • Lecturer, The Office of the Comptroller of the Currency
  • Lecturer, Estate Planning Council of North Georgia

Achievements

Other Sources of Feedback About Richard M. Morgan

Included on the 2024 Georgia list


Past Lists

  • 2023 Georgia Super Lawyers list
  • 2022 Georgia Super Lawyers list
  • 2021 Georgia Super Lawyers list
  • 2020 Georgia Super Lawyers list
  • 2019 Georgia Super Lawyers list
  • 2018 Georgia Super Lawyers list
  • 2017 Georgia Super Lawyers list
  • 2016 Georgia Super Lawyers list
  • 2015 Georgia Super Lawyers list
  • 2014 Georgia Super Lawyers list
  • 2013 Georgia Super Lawyers list

View the profile for Richard M. Morgan on Super Lawyers

Honors

  • Martindale-Hubbell: Highest legal ability and ethical standards rating (AV) (5.0 out of 5.0)
  • Martindale-Hubbell: listed in Bar Register of Preeminent Lawyers
  • AVVO.com: rated Superb (10.0 out of 10.0)
  • Selected for inclusion in Super Lawyers Georgia, 2013, 2014, 2015
  • Five Star Professional, 2009, 2010, 2011, 2012, 2013, 2014, 2015
  • Best Lawyers in America - Atlanta Metro- Trusts and Estates Law, 2013, 2014, 2015, 2016

Photo

Office Information

Address

5755 North Point Pkwy.Ste. 17 Alpharetta, GA 30022

Fax

  • 678-720-0746

Accepts Credit Cards

Yes

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5755 North Point Pkwy.Ste. 17 Alpharetta, GA 30022

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