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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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Thomas J. Timoney

Estate Administration, Estate Planning, Wills & Probate, Trusts

Status: Deceased Licensed: 72 Years

CONTACT

400 Maryland Dr, Fort Washington, PA 19034

Larissa Renshaw Whitman

Trusts, Real Estate

Status: In Good Standing

CONTACT

1500 Spring Garden St Ste 220, Philadelphia, PA 19019

Jason Kleinwaks

Trusts, Tax, Real Estate, International

Status: In Good Standing

CONTACT

1500 Spring Garden St Ste 220, Philadelphia, PA 19019

Kelly Shinn

Trusts, Real Estate, Business

Status: In Good Standing

CONTACT

1500 Spring Garden St Ste 220, Philadelphia, PA 19019

Julia Emery

Trusts

Status: In Good Standing

CONTACT

1500 Spring Garden St Ste 220, Philadelphia, PA 19019

Laura E. Stegossi

Trusts

Status: In Good Standing Licensed: 26 Years

CONTACT

2000 Market Street, Philadelphia, PA 19103

John B. Eurell

Elder Law, Trusts

Status: Deceased Licensed: 65 Years

CONTACT

Lansdowne, PA 19050

Judith Sprague

Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

725 Waverly Road, Bryn Mawr, PA 19010

Linda Anderson

Commercial Real Estate, Medicare & Medicaid, Trusts, Elder Law

Status: In Good Standing

CONTACT

206 State Rd, Media, PA 19063

Marlyn F. Smith

Wills & Probate, Trusts, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

40 East Airy Street, Norristown, PA 19404

800-923-0641

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LEGAL TERMS

PREDECEASED SPOUSE

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

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

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.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

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.

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

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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Philadelphia Trusts Lawyer, Pennsylvania, page 4

Sponsored Law Firm

Levine Law, LLC

SPONSORED LAWYERS

Thomas J. Timoney

Larissa Renshaw Whitman

Jason Kleinwaks

Kelly Shinn

Julia Emery

Laura E. Stegossi

John B. Eurell

Judith Sprague

Linda Anderson

Marlyn F. Smith

TIPS

LEGAL TERMS

PREDECEASED SPOUSE

TAKING AGAINST THE WILL

AUGMENTED ESTATE

BEQUEATH

ANCILLARY PROBATE

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

CONSERVATOR

SPENDTHRIFT TRUST

AB TRUST

SAMPLE LEGAL CASES

Petow v. Warehime

In re Estate of Stephano

City of Phila. v. CUMBERLAND COUNTY BD.

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