Williamstown Estate Planning Lawyer, Pennsylvania

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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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2. Email
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Includes: Gift Taxation

Alexis M. Miloszewski, Esquire

Criminal, Estate Planning, Family Law, Personal Injury

Status: In Good Standing

FREE CONSULTATION

CONTACT

512 Market Street, Millersburg, PA 17061

Allen Shaffer, Esquire

Bankruptcy, Business Organization, Contract, Estate Planning, Family Law

Status: In Good Standing

FREE CONSULTATION

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512 Market Street, Millersburg, PA 17061

John D. Sheridan

Corporate Tax, Estate Administration, Estate Planning, Corporate

Status: In Good Standing

CONTACT

2080 Linglestown Road, Harrisburg, PA 17112

Jeffrey B. Engle, Esquire

Family Law, Estate Planning, Real Estate, State and Local

Status: In Good Standing

FREE CONSULTATION

CONTACT

103 Sunset Avenue, Harrisburg, PA 17112

F R Martsolf

Business Organization, Contract, Estate Planning, Family Law

Status: In Good Standing

CONTACT

2080 Linglestown Road, Harrisburg, PA 17112

Chad D. Lubas

Municipal, Business & Trade, Wills & Probate, Estate Planning

Status: In Good Standing Licensed: 26 Years

CONTACT

Ft Indiantown Gap, Annville, PA 17003

Richard Wiest

Wills & Probate, Estate Planning, Elder Law, Bankruptcy

Status: In Good Standing

CONTACT

Tremont Road, Pine Grove, PA 17963

Wiley P Parker

Real Estate, Litigation, Estate Planning, Family Law

Status: In Good Standing Licensed: 50 Years

CONTACT

937 Willow St, Lebanon, PA 17046

Amy B. Leonard

Estate Planning, Family Law, Litigation, Medical Malpractice

Status: In Good Standing Licensed: 20 Years

CONTACT

937 Willow Street, Lebanon, PA 17046

Charles V Henry

Estate Administration, Estate Planning, Estate

Status: In Good Standing Licensed: 65 Years

CONTACT

937 Willow Street, Lebanon, PA 17046

800-923-0641

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LEGAL TERMS

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

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.

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.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

CURATOR

See conservator.

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.

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.

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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Williamstown Estate Planning Lawyer, Pennsylvania

Sponsored Law Firm

Levine Law, LLC

SPONSORED LAWYERS

Alexis M. Miloszewski, Esquire

Allen Shaffer, Esquire

John D. Sheridan

Jeffrey B. Engle, Esquire

F R Martsolf

Chad D. Lubas

Richard Wiest

Wiley P Parker

Amy B. Leonard

Charles V Henry

TIPS

LEGAL TERMS

PROVING A WILL

ENDOWMENT INSURANCE

FAMILY ALLOWANCE

SUMMARY PROBATE

SPRINKLING TRUST

LIFE BENEFICIARY

CURATOR

AB TRUST

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

SAMPLE LEGAL CASES

In re Estate of Field

IN RE ESTATE OF SLOMSKI

Katz v. KIDDER TOWNSHIP ZONING HEARING BOARD

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