Womelsdorf Estate Planning Lawyer, Pennsylvania

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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

Brett A. Huckabee

Estate Planning, Family Law, Litigation, Personal Injury, Real Estate

Status: In Good Standing

FREE CONSULTATION

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1136 Penn Avenue, Reading, PA 19610

John A. Hoffert

Litigation, Estate Planning, Family Law, Business Organization

Status: In Good Standing

FREE CONSULTATION

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1136 Penn Avenue, Reading, PA 19610

Michael J. Salek

Contract, Divorce, Estate Planning, Family Law

Status: In Good Standing

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25 Stevens Avenue, Reading, PA 19609

Robin S. Levengood

Estate, Estate Planning, Family Law, Wills & Probate

Status: In Good Standing

FREE CONSULTATION

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213 E. Lancaster Avenue, Shillington, PA 19607

Thomas L. Klonis

Litigation, Municipal, Estate Planning, Family Law

Status: In Good Standing

FREE CONSULTATION

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536 Court St., Reading, PA 19601

Amy B. Leonard

Estate Planning, Family Law, Litigation, Medical Malpractice

Status: In Good Standing Licensed: 20 Years

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937 Willow Street, Lebanon, PA 17046

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

Charles V Henry

Estate Administration, Estate Planning, Estate

Status: In Good Standing Licensed: 65 Years

CONTACT

937 Willow Street, Lebanon, PA 17046

David R. Dautrich

Litigation, Estate Planning, Family Law, Criminal

Status: In Good Standing Licensed: 43 Years

CONTACT

526 Court St, Reading, PA 19601

Evan Hamilton Denlinger

Estate Planning, Business Successions

Status: In Good Standing Licensed: 10 Years

CONTACT

147 W Airport Rd, Lititz, PA 17543

800-923-0641

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LEGAL TERMS

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.

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

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.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

TITLE COMPANY

A company that issues title insurance.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

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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Womelsdorf Estate Planning Lawyer, Pennsylvania

Sponsored Law Firm

Ryan, Morton & Imms, LLC

SPONSORED LAWYERS

Brett A. Huckabee

John A. Hoffert

Michael J. Salek

Robin S. Levengood

Thomas L. Klonis

Amy B. Leonard

Ann Louise Martin

Charles V Henry

David R. Dautrich

Evan Hamilton Denlinger

TIPS

LEGAL TERMS

AB TRUST

REAL ESTATE AGENT

GRANTOR RETAINED INCOME TRUST

QTIP TRUST

REMAINDERMAN

EXEMPTION TRUST

SWEARING MATCH

TITLE COMPANY

SELF-PROVING 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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