Bath 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

Alicia E Emili

Estate Planning, Contract

Status: In Good Standing Licensed: 9 Years

CONTACT

3101 Freemansburg Ave, Easton, PA 18045

Angela Joyce Lack

Intellectual Property, Estate Planning, Elder Law, Corporate

Status: In Good Standing Licensed: 18 Years

CONTACT

6772 Chrisphalt Dr, Bath, PA 18014

Angela Lack Kopchak

General Practice

Status: In Good Standing Licensed: 18 Years

CONTACT

6772 Chrisphalt Dr, Bath, PA 18014

Edmund G. Hauff

Commercial Real Estate, Wills, Estate Planning, Corporate

Status: Deceased Licensed: 63 Years

CONTACT

2152 Main St, Northampton, PA 18067

Eric R. Strauss

Trusts, Estate Planning, Criminal, Business

Status: In Good Standing Licensed: 34 Years

CONTACT

2610 Walbert Ave, Allentown, PA 18104

Holland Ross Ramaley

Estate Planning, Family Law, Criminal, Personal Injury

Status: In Good Standing Licensed: 7 Years

CONTACT

2121 Main Street, Bethlehem, PA 18017

James Lee Zulick

Residential Real Estate, Municipal, Estate Planning, Family Law

Status: In Good Standing Licensed: 48 Years

CONTACT

1 S Main Street, Nazareth, PA 18064

John J. Bartos

Commercial Real Estate, Health Care Other, Estate Planning

Status: Deceased Licensed: 50 Years

CONTACT

100 Brodhead Rd, Bethlehem, PA 18017

Josef Yamaner

Real Estate, Estate Planning, Estate

Status: In Good Standing Licensed: 41 Years

CONTACT

1110 American Pkwy Ne, Allentown, PA 18109

Kirby G. Upright

Estate Planning, Estate, Business

Status: In Good Standing Licensed: 51 Years

CONTACT

One West Broad Street, Bethlehem, PA 18018

800-923-0641

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LEGAL TERMS

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

FUNDING A TRUST

Transferring ownership of property to a trust.

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).

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

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.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

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.

FAMILY POT TRUST

See pot trust.

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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Bath Estate Planning Lawyer, Pennsylvania

Sponsored Law Firm

Ryan, Morton & Imms, LLC

SPONSORED LAWYERS

Alicia E Emili

Angela Joyce Lack

Angela Lack Kopchak

Edmund G. Hauff

Eric R. Strauss

Holland Ross Ramaley

James Lee Zulick

John J. Bartos

Josef Yamaner

Kirby G. Upright

TIPS

LEGAL TERMS

ACCUMULATION TRUST

FUNDING A TRUST

GRANTOR RETAINED INCOME TRUST

TESTAMENTARY TRUST

SPENDTHRIFT TRUST

ENTITY

TAKING AGAINST THE WILL

FAMILY POT TRUST

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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