Edgemont Estate Planning Lawyer, Pennsylvania, page 2

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Richard H. Morton
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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

Timothy B. Barnard

Land Use & Zoning, Estate Administration, Estate Planning, Environmental Law

Status: In Good Standing Licensed: 55 Years

CONTACT

218 W Front St, Media, PA 19063

Mark S. Pinnie

Land Use & Zoning, Estate Administration, Estate Planning, Criminal, Personal Injury

Status: In Good Standing Licensed: 43 Years

CONTACT

218 W Front St, Media, PA 19063

Edward L. Perkins

Estate Administration, Gift Taxation, Business & Trade, Corporate

Status: In Good Standing Licensed: 49 Years

CONTACT

100 W 6Th St, Media, PA 19063

Walter J. Timby

Tax Litigation, Real Estate, Estate Planning, Family Law

Status: In Good Standing Licensed: 48 Years

CONTACT

100 W Sixth St, Media, PA 19063

John T. Curtin

Bankruptcy, Business Organization, Contract, Estate Planning

Status: Suspended Licensed: 74 Years

CONTACT

1231 Lancaster Avenue, Berwyn, PA 19312

Elaine Yandrisevits

Litigation, Wills, Estate Planning, Defamation & Slander

Status: In Good Standing

CONTACT

x, Berwyn, PA 19312

William Charles Mackrides

Real Estate, Estate Planning, Wills & Probate, Business & Trade

Status: In Good Standing Licensed: 45 Years

CONTACT

201 West Front St, Media, PA 19063

800-923-0641

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LEGAL TERMS

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

SURROGATE COURT

See probate court.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

MARITAL LIFE ESTATE TRUST

See AB trust.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

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.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

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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Edgemont Estate Planning Lawyer, Pennsylvania, page 2

Sponsored Law Firm

Ryan, Morton & Imms, LLC

SPONSORED LAWYERS

Timothy B. Barnard

Mark S. Pinnie

Edward L. Perkins

Walter J. Timby

John T. Curtin

Elaine Yandrisevits

William Charles Mackrides

TIPS

LEGAL TERMS

TRUST MERGER

SURROGATE COURT

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

MARITAL LIFE ESTATE TRUST

WILL

SWEARING MATCH

DOWER AND CURTESY

PREDECEASED SPOUSE

CONTINGENT BENEFICIARY

SAMPLE LEGAL CASES

In re Estate of Field

IN RE ESTATE OF SLOMSKI

Katz v. KIDDER TOWNSHIP ZONING HEARING BOARD

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