Exton Estate Planning Lawyer, Pennsylvania

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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
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2. Email
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Includes: Gift Taxation

Timothy J. Holman

Litigation, Estate Planning, Guardianships & Conservatorships, Criminal

Status: In Good Standing

CONTACT

112 Moores Rd, Malvern, PA 19355

Erica Joan Parlapiano

Commercial Real Estate, Litigation, Estate Planning

Status: In Good Standing

CONTACT

747 Constitution Drive, Exton, PA 19341

Erica Joan Parlapiano

Commercial Real Estate, Litigation, Estate Planning

Status: In Good Standing

CONTACT

747 Constitution Drive, Exton, PA 19341

Nicholas Vernon Fox

Commercial Real Estate, Mass Torts, Estate Planning, Antitrust

Status: In Good Standing Licensed: 12 Years

CONTACT

300 Eagleview Blvd, Exton, PA 19341

James B. Griffin

Real Estate, Estate Planning, Estate, Environmental Law, Child Custody

Status: In Good Standing Licensed: 29 Years

CONTACT

623 N Pottstown Pike, Exton, PA 19341

James Blount Griffin

Landlord-Tenant, Traffic, Permits, Estate Planning

Status: In Good Standing

CONTACT

623 N Pottstown Pike, Exton, PA 19341

William Thomas

Estate, Wills & Probate, Estate Planning, Power of Attorney, Tax

Status: In Good Standing Licensed: 41 Years

FREE CONSULTATION

CONTACT

460 Creamery Way, Exton, PA 19341

April Lynn Charleston

Real Estate, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 16 Years

CONTACT

60 W Boot Rd, West Chester, PA 19380

Michelle Claire Power

Lawsuit & Dispute, Estate Planning, Child Custody, Divorce & Family Law

Status: In Good Standing

CONTACT

60 W Boot Rd, West Chester, PA 19380

Francis C. Ortner

Estate Planning, Estate

Status: Retired Licensed: 54 Years

CONTACT

4 Mystic Ln, Malvern, PA 19355

800-923-0641

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LEGAL TERMS

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

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.

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.

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.

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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Exton Estate Planning Lawyer, Pennsylvania

Sponsored Law Firm

Levine Law, LLC

SPONSORED LAWYERS

Timothy J. Holman

Erica Joan Parlapiano

Erica Joan Parlapiano

Nicholas Vernon Fox

James B. Griffin

James Blount Griffin

William Thomas

April Lynn Charleston

Michelle Claire Power

Francis C. Ortner

TIPS

LEGAL TERMS

GRANTOR RETAINED INCOME TRUST

AUGMENTED ESTATE

LIVING TRUST

SPECIAL ADMINISTRATOR

LETTERS TESTAMENTARY

TESTAMENTARY TRUST

TRUST MERGER

SWEARING MATCH

TRUSTEE

SAMPLE LEGAL CASES

In re Estate of Field

IN RE ESTATE OF SLOMSKI

Katz v. KIDDER TOWNSHIP ZONING HEARING BOARD

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