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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
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  Estate Law
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Includes: Gift Taxation

David J. Harris

Commercial Real Estate, Estate Planning, Corporate, Bankruptcy

Status: In Good Standing

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67-69 Public Square, Wilkes Barre, PA 18701

James C. Oschal

Real Estate, Government Agencies, Estate Planning, Employment

Status: In Good Standing

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1065 Highway 315, Wilkes Barre, PA 18702

John J. Gill

Commercial Real Estate, Estate Planning, Business & Trade

Status: In Good Standing Licensed: 52 Years

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220 Pierce St, Kingston, PA 18704

Joseph Jerrytone

Estate Planning, Divorce, Child Custody, Criminal, Family Law

Status: In Good Standing

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9 East Market Street, Wilkes Barre, PA 18701

Keith James Figured

Pension & Benefits, Estate Planning, Civil Rights, Medical Malpractice

Status: In Good Standing

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83 S Franklin St, Wilkes Barre, PA 18701

Michael Joseph Bendick

Litigation, Wills & Probate, Estate Planning

Status: In Good Standing

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480 Pierce St, Kingston, PA 18704

Paula Geen Bregman

Estate, Wills & Probate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 49 Years

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1205 Wyoming Avenue, Kingston, PA 18704

Rocco Gerard Haertter

Estate Planning, Bankruptcy, Landlord-Tenant, Personal Injury, Family Law

Status: In Good Standing Licensed: 29 Years

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400 Third Ave, Kingston, PA 18704

Thomas P. Brennan

Landlord-Tenant, Estate Planning, Criminal, Business & Trade

Status: In Good Standing Licensed: 51 Years

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220 Pierce St, Kingston, PA 18704

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LEGAL TERMS

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

DEED OF TRUST

See trust deed.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

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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Lehman Estate Planning Lawyer, Pennsylvania

Sponsored Law Firm

Ryan, Morton & Imms, LLC

SPONSORED LAWYERS

David J. Harris

James C. Oschal

John J. Gill

Joseph Jerrytone

Keith James Figured

Michael Joseph Bendick

Paula Geen Bregman

Rocco Gerard Haertter

Thomas P. Brennan

TIPS

LEGAL TERMS

GRANTOR

BYPASS TRUST

POUR-OVER WILL

QTIP TRUST

PROPERTY CONTROL TRUST

TRUST DEED

DEED OF TRUST

FAMILY ALLOWANCE

AB TRUST

SAMPLE LEGAL CASES

In re Estate of Field

IN RE ESTATE OF SLOMSKI

Katz v. KIDDER TOWNSHIP ZONING HEARING BOARD

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