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 M. Morgan, Esq.

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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%
2 stars
0%
1 star
0%
What do people say on Lawyers.com?
Communication
5.0
Quality of Service
5.0
Responsiveness
5.0
Value for Money
4.9
Trusts and Estates
Posted by JOYCE
January 20, 2026
Hired Attorney

Richard Morgan provided exceptional service in our Trust planning process. He explained the many aspects and options in Estate Planning and allowed us to make informed decisions at each step. With his extensive knowledgable and legal experience, he was able to explain and answer questions in an open and friendly manner. The complex process was distilled down to understandable, and the Trust creation was highly efficient. I have full confidence in Richard Morgan and will remain his client for necessary updates or other issues that might arise over time

 
Estate Planning
Posted by Lyndsy
August 11, 2025
Hired Attorney

We used Morgan & DiSalvo for our estate planning needs. Richard was very knowledgeable and was able to answer any questions we had. The office is very professional and welcoming, communication with the whole team was prompt and detailed. They did a fantastic job.

Wills and Probate
Posted by anonymous
May 06, 2025
Hired Attorney

Richard and his team led my wife and me through the complex issues of new wills and trusts. While the process took longer than we'd hoped, before we began, we were informed of the firm's large backlog of matters ahead of ours. We particularly like the supplemental information provided which clearly gave guidance on renaming assets. The presentation of our final documents is well organized.

 
Response from
Thank you so much for your review and kind words!
Estate Planning
Posted by John
February 21, 2025
Hired Attorney

We had an outstanding experience with Morgan and DiSalvo. Richard Morgan is extremely knowledgeable and consultative. We especially appreciated his ability to communicate complex concepts and commitment to ensure all of our questions were answered in full. The office staff was exceptional in every way - very proactive in their communication as well as highly accessible. We appreciate the online portal and ease of accessing all of our documents. Highly recommended.

 
Estate Planning
Posted by Thomas
February 11, 2025
Hired Attorney

Richard and his staff were great to work with in developing our estate plan and documents. He is completely knowledgable about all aspects of the process and alert to any developing changes in the law and process. I would highly recommend Richard to those looking to develop a comprehensive estate plan tailored to their specific situation.

 
Estate Planning
Posted by Katherine
December 26, 2024
Hired Attorney

Richard helped me through the stressful process of estate planning. He was exceptionally helpful in drafting my estate documents to meet my specific needs, and his expertise was evident as they skillfully helped me scale the complexity of my goals into a realistic and robust plan that addresses different possibilities once I (eventually) pass away. To be specific, I have a sister with special needs and a minor child, both of whom need would support once I eventually pass away. Richard’s thoroughness and attention to detail has given me immense confidence that their work will serve as a secure foundation for my family’s future. I truly appreciate his dedication and professionalism throughout the entire process.

 
Estate Planning
Posted by Marty
December 17, 2024
Hired Attorney

We have worked with Richard and his team over the last few months to redo our Trusts and establish a program that will protect our assets and our family for, at least, several generations. Richard and his team were extremely knowledgeable and efficient and were able to explain the process and principals in a very understandable way. Our Trust program was fairly complicated and required a lot of explanation and communication between my wife and I with Richard's team and we have been extremely pleased with the results.

 
Estate Planning
Posted by Jeff
October 25, 2024
Hired Attorney

My wife and I needed a new estate plan, and our situation is quite complicated. I discussed it with a friend, a highly respected investment advisor, who recommended that Morgan and DiSalvo were the best choice for complex estate matters. Years ago, we had wills and a revocable trust created by another estate attorney, but we were always uncertain it would work as we wanted. In retrospect, it wouldn’t have. Morgan’s group was stepping up to another level: clearly on top of the constantly changing laws and regulations, and able to help us work through our questions and needs. We came away with an estate plan that I have total confidence in. They also assisted us in the somewhat complicated process of titling our various assets properly, as well as beneficiary designations. Not inexpensive, but you get what you pay for.

 
Response from
It was a pleasure working with you, and thank you so much for your kind words!
Estate Planning
Posted by Judy
October 21, 2024
Hired Attorney

Writing a Will for the first time can be an overwhelming experience. Richard Morgan and his team made this a much less stressful task. We first came to Richard for a Will back in 2017 and just updated our Powers of Attorney and Will again in October of 2024. Both times were as pleasant as we could ask for. I would recommend Morgan & DiSalvo for all of your estate planning needs.

 
Estate Planning
Posted by Vivian
October 10, 2024
Hired Attorney

Working with Richard Morgan was extremely easy. He explained the entire process of estate planning and was ready to answer any questions we had. He provided details on the best way forward for us and drafted all our documents exactly how we wanted them within the timeframe he provided. We were extremely happy with the entire process!

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.