Montgomery County, PA Estate Lawyers, page 3

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Brian Levine
About | Practice Areas
Levine Law, LLC
22 E Grant St New Castle, PA 16101» view map
Estate and Real Estate Law
3rd Generation Law Firm

Levine Law aims to create the most direct, simple, and common sense approach to achieve the client's desired end result.

800-711-7881
1. Brian Levine New Castle, PA
  Attorney at Law- PA
  West Virginia University College of Law, J.D. 2005
2. AboutLevine Law, LLC
  3rd Generation Law Firm
3. Practice AreasExpertise
  Estate Law
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Malcolm B. Jacobson

Estate Planning, Labor Law, Employment, Business Organization

Status: In Good Standing

CONTACT

475 Allendale Road, King Of Prussia, PA 19406

David M. Brown

Tax, Litigation, Trusts, Estate Planning

Status: In Good Standing

CONTACT

100 Four Falls, Conshohocken, PA 19428

Richard T. Abell

Real Estate, Estate Planning, Family Law, Corporate

Status: In Good Standing

CONTACT

475 Allendale Road, King Of Prussia, PA 19406

M. Rust Sharp

Wills & Probate, Trusts, Estate Planning

Status: In Good Standing

CONTACT

100 Four Falls, Conshohocken, PA 19428

Gerard John Woods

Class Action, Wills & Probate, Health Care, Wills, Estate

Status: In Good Standing

CONTACT

413 Johnson Street, Jenkintown, PA 19046

Jonathan K. Hollin

Wills & Probate, Estate Planning, Civil Rights, Corporate

Status: In Good Standing

CONTACT

475 Allendale Road, King Of Prussia, PA 19406

Dawn Meyer

Gift Taxation, Estate Planning, Trusts

Status: In Good Standing

CONTACT

100 Four Falls, Conshohocken, PA 19428

Sarah B. Dragotta

Education, Estate Planning, Family Law, Corporate

Status: In Good Standing

CONTACT

101 North Easton Road, Glenside, PA 19038

Eric J. Cox

Wills & Probate, Family Law, Child Support, Elder Law

Status: In Good Standing

CONTACT

14 East Germantown Pike, Plymouth Meeting, PA 19462

M. Brooke Wilson

Estate Administration, Estate Planning, Natural Resources, Tax

Status: In Good Standing

CONTACT

100 Four Falls, Conshohocken, PA 19428

800-923-0641

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LEGAL TERMS

KINDRED

Under some state's probate codes, all relatives of a deceased person.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

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.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

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.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

SAMPLE LEGAL CASES

Estate of Considine v. Wachovia Bank

Â¶ 2 Matthew Considine died on May 23, 2000. On June 2, 2005, the administrator of his estate [1] filed a civil action in the Montgomery County Court of Common Pleas naming Wachovia Bank [2] and Appellee Robert E. Rozinski defendants. The complaint alleged that Appellee was ...

In re Estate of Sauers

Â¶ 2 Pursuant to an employee group benefit plan, effective June 1, 1997, Paul J. Sauers, III, ("Decedent") obtained a $40,000.00 life insurance policy issued by the Hartford Life Insurance Company ("Insurer"). There is no dispute that the insurance policy is part of an employee ...

Estate of Hicks v. Dana Companies, LLC

Â¶ 1 This is a consolidated appeal from the judgment entered against Appellants, Dana Companies, LLC f/k/a Dana Corporation (Dana) and John Crane, Inc., f/k/a Crane Packing (Crane), in this products liability action initiated by Appellee, the Estate of Louis A. Hicks, ...

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Montgomery County, PA Estate Lawyers, page 3

Sponsored Law Firm

Levine Law, LLC

SPONSORED LAWYERS

Malcolm B. Jacobson

David M. Brown

Richard T. Abell

M. Rust Sharp

Gerard John Woods

Jonathan K. Hollin

Dawn Meyer

Sarah B. Dragotta

Eric J. Cox

M. Brooke Wilson

TIPS

LEGAL TERMS

KINDRED

INTESTATE

DISTRIBUTEE

CHARITABLE TRUST

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

AUGMENTED ESTATE

HEIR APPARENT

ABATEMENT

RESIDUARY ESTATE

SAMPLE LEGAL CASES

Estate of Considine v. Wachovia Bank

In re Estate of Sauers

Estate of Hicks v. Dana Companies, LLC

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