Lancaster County, PA Estate Planning Lawyers

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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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Includes: Gift Taxation

John W. Metzger

Estate Administration, Estate Planning, Adoption, Business Organization

Status: In Good Standing

CONTACT

49 North Duke Street, Lancaster, PA 17602

J. Michael Saladik

Real Estate, Wills & Probate, Estate Planning, Corporate

Status: In Good Standing

FREE CONSULTATION

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234 North Duke Street, Lancaster, PA 17602

Kenneth C. Gardner

Collection, Trusts, Divorce, Estate Planning

Status: In Good Standing

FREE CONSULTATION

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600 Eden Road, Lancaster, PA 17601

Melissa Rae Montgomery

Estate Planning, DUI-DWI, Criminal, Collection

Status: In Good Standing

FREE CONSULTATION

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616 Paxton Place, Lititz, PA 17543

James N. Clymer

Litigation, Estate Planning, Family Law, Business Organization

Status: In Good Standing Licensed: 47 Years

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408 W Chestnut St, Lancaster, PA 17608

Paul S. Zimmerman

Wills & Probate, Estate Planning, Family Law, Child Support

Status: In Good Standing Licensed: 28 Years

CONTACT

197 Lakewood Drive, Pequea, PA 17565

Justin Jai Bollinger

Estate Planning, Commercial Real Estate, Federal Appellate Practice

Status: In Good Standing Licensed: 14 Years

CONTACT

2933 Lititz Pike, Lancaster, PA 17606

Ann Louise Martin

Real Estate, Lawsuit & Dispute, Estate Administration, Estate Planning

Status: In Good Standing Licensed: 17 Years

CONTACT

2933 Lititz Pike, Lancaster, PA 17606

Marci Ellen Sideman Miller

Elder Law, Estate Planning, Health Care Other

Status: In Good Standing Licensed: 18 Years

CONTACT

2933 Lititz Pike, Lancaster, PA 17606

John R. Gibbel

Estate Administration, Estate Planning, Elder Law, Civil & Human Rights

Status: In Good Standing Licensed: 59 Years

CONTACT

2933 Lititz Pike, Lancaster, PA 17606

800-923-0641

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LEGAL TERMS

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

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.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

SAMPLE LEGAL CASES

In re Estate of Field

... NT, 5/31/07, at 100. At the meeting, Gilbert provided decedent with a red binder containing various completed estate planning documents, including the executed living trust agreement, which Gilbert had retained for notarization after his initial meeting with decedent. Id. ...

IN RE ESTATE OF SLOMSKI

... appellants cite 20 Pa.CSA Â§ 5601.2(e), Equity, which provides: "An agent and the donee of a gift shall be liable as equity and justice may require to the extent that, as determined by the court, a gift made by the agent is inconsistent with prudent estate planning or financial ...

Katz v. KIDDER TOWNSHIP ZONING HEARING BOARD

... However, the trial court agreed that Landowner's argument that denial of the variances will limit his ability to subdivide the property for estate planning purposes or to separately sell one of the parcels is meritless because economic and personal considerations, in and of ...

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Lancaster County, PA Estate Planning Lawyers

Sponsored Law Firm

Ryan, Morton & Imms, LLC

SPONSORED LAWYERS

John W. Metzger

J. Michael Saladik

Kenneth C. Gardner

Melissa Rae Montgomery

James N. Clymer

Paul S. Zimmerman

Justin Jai Bollinger

Ann Louise Martin

Marci Ellen Sideman Miller

John R. Gibbel

TIPS

LEGAL TERMS

SUCCESSOR TRUSTEE

PREDECEASED SPOUSE

INTER VIVOS TRUST

EXECUTOR

ENDOWMENT INSURANCE

DOWER AND CURTESY

TRUSTEE POWERS

SPECIFIC BEQUEST

HOLOGRAPHIC WILL

SAMPLE LEGAL CASES

In re Estate of Field

IN RE ESTATE OF SLOMSKI

Katz v. KIDDER TOWNSHIP ZONING HEARING BOARD

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