Dunlevy Estate Planning Lawyer, Pennsylvania

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Includes: Gift Taxation

Nancy L. Harris

Family Law, Wills & Probate, Estate Planning, Real Estate
Status:  In Good Standing           

Lisa Galloway Monzo

Litigation, Estate Planning, Family Law, Criminal
Status:  In Good Standing           

Meagan Bilik DeFazio

Criminal, Estate Planning, Family Law, Real Estate
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

Jeffrey D. Monzo

Litigation, Estate Planning, Family Law, Criminal
Status:  In Good Standing           

Scott A. Fatur

Farms, Estate Planning, Divorce, Business Organization
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

Dennis Ralph Paluso

Estate Planning
Status:  In Good Standing           Licensed:  32 Years

Lisa Kalinsky North

General Practice
Status:  Deceased           Licensed:  66 Years

Charles W. Watson

Estate Planning, Child Custody, Civil & Human Rights
Status:  In Good Standing           Licensed:  50 Years

Taressa Jenyca Wills

Litigation, Estate Planning, Employment, Securities, Personal Injury
Status:  In Good Standing           Licensed:  16 Years

Jason Frederick Adams

Commercial Real Estate, Real Estate, Estate Planning
Status:  In Good Standing           Licensed:  24 Years

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Free Help: Use This Form or Call 800-943-8690

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LEGAL TERMS

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)
An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

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.

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.

LIFE BENEFICIARY

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

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

FUNDING A TRUST

Transferring ownership of property to a trust.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)
Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)
Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

NET ESTATE

The value of all property owned at death less liabilities or debts.

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 § 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 ...