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Richard H. Morton
About | Practice Areas
Ryan, Morton & Imms, LLC
220 West Gay Street West Chester, PA 19380» view map
Estate and Business Law
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610-430-1425
1. Richard H. Morton West Chester, PA
  Attorney at Law, PA
  Widener University School of Law, J.D. 1984
2. AboutRyan, Morton & Imms, LLC
  The Lawyers on Your Side
3. Practice AreasExpertise
  Estate Law
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Dawn Getty Sutphin

Defense Contracts, Trusts, Employment Discrimination, Personal Injury

Status: In Good Standing

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204 E Chester Pike, Ridley Park, PA 19078

Fred A. Nehr

Litigation, Trusts, Business, Personal Injury

Status: In Good Standing

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524 N. Providence Road, Media, PA 19063

Jay Katz

Tax, Real Estate, Corporate, Trusts

Status: In Good Standing

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117 N Monroe St, Media, PA 19063

Jeffrey R. Abbott

Commercial Real Estate, Trusts, Business

Status: In Good Standing Licensed: 47 Years

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103 Chesley Dr, Media, PA 19063

John B. Eurell

Elder Law, Trusts

Status: Deceased Licensed: 65 Years

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Lansdowne, PA 19050

Jonathan E. Becker

International Tax, Trusts

Status: In Good Standing Licensed: 30 Years

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300 W State St, Media, PA 19063

Joseph E. Lastowka

Trusts, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 58 Years

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300 West State St, Media, PA 19063

Kalani E. Linnell

Real Estate, Intellectual Property, Trusts, Employment, Business

Status: In Good Standing

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19 W Third Street, Media, PA 19063

Karen J. Pholeric

Real Estate, Motor Vehicle, Trusts, Estate

Status: Deceased Licensed: 53 Years

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Wallingford, PA 19086

Kenneth C. Russell

Estate, Estate Planning, Trusts, Wills & Probate

Status: In Good Standing Licensed: 35 Years

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1000 N Providence Rd, Media, PA 19063

800-923-0641

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LEGAL TERMS

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

SAMPLE LEGAL CASES

Petow v. Warehime

... In 1988, Alan created two voting trusts, one with his children and the other with his five grandchildren. Alan was designated as the sole voting trustee for both trusts. By their terms, both trusts were due to expire in 1998, ten years after their creation. ...

In re Estate of Stephano

... Instead, the court relied on the subsequently created Restatement of Trusts as instructing that Blechstein's position â€” that a trust was created for her benefit â€” was correct. ... See Restatement (First) of Trusts Â§ 10 ("An equitable charge is not a trust."). ...

City of Phila. v. CUMBERLAND COUNTY BD.

18 A.3d 421 (2011). CITY OF PHILADELPHIA, Trustee Under the Will of Stephen Girard, Deceased, Acting by the Board of Directors of City Trusts v. CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellant. No. 1725 CD 2010. ...

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Folsom Trusts Lawyer, Pennsylvania

Sponsored Law Firm

Ryan, Morton & Imms, LLC

SPONSORED LAWYERS

Dawn Getty Sutphin

Fred A. Nehr

Jay Katz

Jeffrey R. Abbott

John B. Eurell

Jonathan E. Becker

Joseph E. Lastowka

Kalani E. Linnell

Karen J. Pholeric

Kenneth C. Russell

TIPS

LEGAL TERMS

CERTIFIED COPY

TESTAMENTARY TRUST

EXECUTOR

SPENDTHRIFT TRUST

EXEMPTION TRUST

INVESTOR

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

ABATEMENT

REMAINDERMAN

SAMPLE LEGAL CASES

Petow v. Warehime

In re Estate of Stephano

City of Phila. v. CUMBERLAND COUNTY BD.

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