Callensburg 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

Bruno A. Muscatello

Litigation, Estate Planning, Elder Law, Personal Injury

Status: Deceased Licensed: 50 Years

CONTACT

222 S Main Street, Butler, PA 16001

Bryan D. Huwar

Real Estate, Wills & Probate, Estate Planning, Natural Resources

Licensed: 23 Years

FREE CONSULTATION

CONTACT

16195 Route 322, Clarion, PA 16214

Charles F. Flach

Eminent Domain, Estate Planning, Civil Rights, Administrative Law

Status: Retired Licensed: 49 Years

CONTACT

110 E Diamond St, Butler, PA 16001

David Matthew Gulnac

General Practice

Status: In Good Standing

CONTACT

Clarion, PA 16214

James A. Taylor

Estate Planning

Status: In Good Standing Licensed: 54 Years

CONTACT

348 Church Rd, West Sunbury, PA 16061

Kyrie Ann Lokhaiser

Litigation, Estate Planning, Elder Law, Personal Injury

Status: In Good Standing Licensed: 7 Years

CONTACT

222 S Main St, Butler, PA 16001

Mary Joan Dillon

Estate Planning, Estate

Status: In Good Standing

CONTACT

128 W Cunningham St, Butler, PA 16001

Michael John Pater

Real Estate, Estate Planning

Status: In Good Standing Licensed: 36 Years

CONTACT

101 East Diamond Street, Butler, PA 16001

Michael Joseph Maahs

Native People, Estate Planning, Real Estate, Gift Taxation

Status: In Good Standing Licensed: 9 Years

CONTACT

1168 Liberty St, Franklin, PA 16323

Sean Michael Gallagher

Estate Planning

Status: In Good Standing Licensed: 10 Years

CONTACT

110 E Diamond St, Butler, PA 16001

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LEGAL TERMS

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

CURATOR

See conservator.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

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.

LIFE BENEFICIARY

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

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

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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Callensburg Estate Planning Lawyer, Pennsylvania

Sponsored Law Firm

Ryan, Morton & Imms, LLC

SPONSORED LAWYERS

Bruno A. Muscatello

Bryan D. Huwar

Charles F. Flach

David Matthew Gulnac

James A. Taylor

Kyrie Ann Lokhaiser

Mary Joan Dillon

Michael John Pater

Michael Joseph Maahs

Sean Michael Gallagher

TIPS

LEGAL TERMS

RULE AGAINST PERPETUITIES

POWER OF APPOINTMENT

ABSTRACT OF TRUST

INVENTORY

CURATOR

TRUSTEE

CONSERVATOR

LIFE BENEFICIARY

QDOT TRUST

SAMPLE LEGAL CASES

In re Estate of Field

IN RE ESTATE OF SLOMSKI

Katz v. KIDDER TOWNSHIP ZONING HEARING BOARD

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