Erie Estate Planning Lawyer, Pennsylvania, page 2

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Brian Levine
About | Practice Areas
Levine Law, LLC
22 E Grant St New Castle, PA 16101» view map
Estate and Real Estate Law
3rd Generation Law Firm

Levine Law aims to create the most direct, simple, and common sense approach to achieve the client's desired end result.

800-711-7881
1. Brian Levine New Castle, PA
  Attorney at Law- PA
  West Virginia University College of Law, J.D. 2005
2. AboutLevine Law, LLC
  3rd Generation Law Firm
3. Practice AreasExpertise
  Estate Law
1. Contact
2. Email
3. Refer
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Includes: Gift Taxation

Harvey D. Mcclure

Commercial Real Estate, Wills, Estate Planning

Status: Deceased Licensed: 75 Years

CONTACT

120 W 10Th Street, Erie, PA 16501

Jeffrey David Scibetta

Tax, Estate Planning, Elder Law, Business

Status: In Good Standing Licensed: 39 Years

CONTACT

120 W Tenth St, Erie, PA 16501

Thomas C. Hoffman

Tax, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 33 Years

CONTACT

120 W 10Th Street, Erie, PA 16501

Paul Bowman Root

Tax, Estate Planning

Status: In Good Standing Licensed: 14 Years

CONTACT

120 W 10Th St, Erie, PA 16501

Sumner E. Nichols

Wills & Probate, Estate Planning, Corporate, Bankruptcy

Status: In Good Standing Licensed: 47 Years

CONTACT

1001 State St, Erie, PA 16501

Thomas E. Larson

Estate, Tax, Estate Planning, Trusts, Wills & Probate

Status: Deceased Licensed: 55 Years

CONTACT

2820 W 23Rd St, Erie, PA 16506

David M. Mosier

Tax, Estate Planning, Employment, Business

Status: In Good Standing Licensed: 43 Years

CONTACT

120 W 10Th Street, Erie, PA 16501

John Andrew Lauer

International Tax, International, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

100 State St, Erie, PA 16507

Jerome Charles Wegley

Tax, Estate Planning, Elder Law, Business

Status: In Good Standing Licensed: 25 Years

CONTACT

120 W 10Th Street, Erie, PA 16501

Michael Paul Thomas

International Tax, Estate Planning, Estate, Elder Law

Status: In Good Standing

CONTACT

100 State St, Erie, PA 16507

800-923-0641

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LEGAL TERMS

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

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.

FUNDING A TRUST

Transferring ownership of property to a trust.

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.

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.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

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.

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

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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Erie Estate Planning Lawyer, Pennsylvania, page 2

Sponsored Law Firm

Levine Law, LLC

SPONSORED LAWYERS

Harvey D. Mcclure

Jeffrey David Scibetta

Thomas C. Hoffman

Paul Bowman Root

Sumner E. Nichols

Thomas E. Larson

David M. Mosier

John Andrew Lauer

Jerome Charles Wegley

Michael Paul Thomas

TIPS

LEGAL TERMS

HEIR APPARENT

EXEMPTION TRUST

QTIP TRUST

FUNDING A TRUST

CONTINGENT BENEFICIARY

TRUST MERGER

PROBATE

RULE AGAINST PERPETUITIES

PUBLISHED WORK

SAMPLE LEGAL CASES

In re Estate of Field

IN RE ESTATE OF SLOMSKI

Katz v. KIDDER TOWNSHIP ZONING HEARING BOARD

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