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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

John W. Metzger

Estate Administration, Estate Planning, Adoption, Business Organization

Status: In Good Standing

CONTACT

49 North Duke Street, Lancaster, PA 17602

J. Michael Saladik

Real Estate, Wills & Probate, Estate Planning, Corporate

Status: In Good Standing

FREE CONSULTATION

CONTACT

234 North Duke Street, Lancaster, PA 17602

James N. Clymer

Litigation, Estate Planning, Family Law, Business Organization

Status: In Good Standing Licensed: 47 Years

CONTACT

408 W Chestnut St, Lancaster, PA 17608

Alan D. Niebel

Social Security, Trusts, Gift Taxation, Discrimination

Status: In Good Standing Licensed: 18 Years

CONTACT

1861 Santa Barbara Drive, Lancaster, PA 17601

Gary William Johnson

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 40 Years

CONTACT

2410 Lime Spring Way, Lancaster, PA 17603

Richard P. Sills

Tax, Commercial Real Estate, Estate Planning, Reorganization

Status: In Good Standing Licensed: 55 Years

CONTACT

Lancaster, PA 17607

Jeanne Marie Millhouse

Corporate Tax, Tax, Gift Taxation, Estate

Status: In Good Standing Licensed: 32 Years

CONTACT

53 N Duke St, Lancaster, PA 17602

Erik Drakin Spurlin

Tax, Estate Planning, Business & Trade

Status: In Good Standing Licensed: 14 Years

CONTACT

33 N Duke St, Lancaster, PA 17602

James Kingsley Noel

Estate Administration, Estate Planning, Divorce & Family Law, Business

Status: In Good Standing Licensed: 34 Years

CONTACT

33 N Duke St, Lancaster, PA 17602

Kylie Lopez Madsen

Real Estate, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 10 Years

CONTACT

126 East King Street, Lancaster, PA 17602

800-923-0641

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LEGAL TERMS

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

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.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

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.'

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

FAMILY POT TRUST

See pot trust.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

CURATOR

See conservator.

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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Delta Estate Planning Lawyer, Pennsylvania

Sponsored Law Firm

Ryan, Morton & Imms, LLC

SPONSORED LAWYERS

John W. Metzger

J. Michael Saladik

James N. Clymer

Alan D. Niebel

Gary William Johnson

Richard P. Sills

Jeanne Marie Millhouse

Erik Drakin Spurlin

James Kingsley Noel

Kylie Lopez Madsen

TIPS

LEGAL TERMS

INCOMPETENCE

QTIP TRUST

ALTERNATE BENEFICIARY

ABSTRACT OF TRUST

ESTATE PLANNING

HOLOGRAPHIC WILL

FAMILY POT TRUST

CHARITABLE TRUST

CURATOR

SAMPLE LEGAL CASES

In re Estate of Field

IN RE ESTATE OF SLOMSKI

Katz v. KIDDER TOWNSHIP ZONING HEARING BOARD

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