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Montgomery County, PA Estate Lawyers


Michael W. Cassidy Lawyer

Michael W. Cassidy

VERIFIED
Criminal, Accident & Injury, Divorce & Family Law, Estate, Real Estate

Michael W. Cassidy is an experienced civil and criminal trial lawyer. Before joining our firm in 1997, he had his own Montgomery County general practi... (more)

FREE CONSULTATION 

CONTACT
Joshua Scott Ganz Lawyer

Joshua Scott Ganz

VERIFIED
Employment, Real Estate, Business, Lawsuit & Dispute, Estate

Joshua S. Ganz, the owner of Ganz Law, LLC, a leading law agency, has been practicing law since 2000 and has been recognized as a Super Lawyer Rising ... (more)

FREE CONSULTATION 

CONTACT

800-681-9740

Michelle A. Winter Lawyer

Michelle A. Winter

VERIFIED
Divorce, Child Support, Estate, Wills & Probate, Personal Injury
Lansdale Hatfield Colmar Serving all of Montgomery and Bucks County, Family Law Attorney

Michelle A. Winter left a career as a health professional in the early 1990's to pursue a life-long dream of becoming an attorney. Upon graduating fr... (more)

FREE CONSULTATION 

CONTACT

800-958-1311

Linda G. Walters Lawyer

Linda G. Walters

VERIFIED
Divorce & Family Law, Child Custody, Real Estate, Dispute Resolution, Estate

My Journey... I first thought of pursuing a career as an attorney when I was taking a course in the inequalities of our judicial system during my u... (more)

FREE CONSULTATION 

CONTACT

800-883-9430

Leno P. Thomas Lawyer

Leno P. Thomas

VERIFIED
Accident & Injury, Criminal, Divorce & Family Law, Lawsuit & Dispute, Estate

Leno P. Thomas, is an attorney with an uncommon breadth of skills and experience that go well beyond his practice of law. Mr. Thomas was born in Ranni... (more)

FREE CONSULTATION 

CONTACT

800-883-7351

Lisa  Shearman Lawyer

Lisa Shearman

VERIFIED
Estate, Power of Attorney, Litigation, Business, Trusts

Lisa Shearman has been advising clients throughout the Commonwealth for over 20 years. Her practice focuses in the area of wealth management, includin... (more)

Richard Josh Mennies Lawyer

Richard Josh Mennies

Accident & Injury, Criminal, Divorce & Family Law, Estate, Lawsuit & Dispute

Richard Mennies brings 30 years of leadership and experience to Mennies & Palmer, specializing in all aspects of insurance defense litigation as well ... (more)

Catherine M. (Kate) Harper

Corporate, Estate Planning, Family Law, Litigation, Municipal
Status:  In Good Standing           

Joseph T. Thiroway

Corporate, Employment, Estate Planning, Litigation, Real Estate
Status:  In Good Standing           

Kim D. Fetrow

Estate Administration, Estate Planning, Trusts
Status:  In Good Standing           

800-923-0641

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Lawyer.com can help you easily and quickly find Pennsylvania Estate Lawyers and Pennsylvania Estate Law Firms. Find Estate attorneys by major city or select a city from the list of all Pennsylvania cities. Alternatively you can search for Estate attorneys for all Pennsylvania cities or search by county. You may also also find it useful to refine your search by specific Estate practice areas such as Estate Planning, Trusts, Wills & Probate and Power of Attorney matters.

LEGAL TERMS

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

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.'

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)
Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)
A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)
A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)
The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)
Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

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.

SAMPLE LEGAL CASES

Estate of Considine v. Wachovia Bank

¶ 2 Matthew Considine died on May 23, 2000. On June 2, 2005, the administrator of his estate [1] filed a civil action in the Montgomery County Court of Common Pleas naming Wachovia Bank [2] and Appellee Robert E. Rozinski defendants. The complaint alleged that Appellee was ...

In re Estate of Sauers

¶ 2 Pursuant to an employee group benefit plan, effective June 1, 1997, Paul J. Sauers, III, ("Decedent") obtained a $40,000.00 life insurance policy issued by the Hartford Life Insurance Company ("Insurer"). There is no dispute that the insurance policy is part of an employee ...

Estate of Hicks v. Dana Companies, LLC

¶ 1 This is a consolidated appeal from the judgment entered against Appellants, Dana Companies, LLC f/k/a Dana Corporation (Dana) and John Crane, Inc., f/k/a Crane Packing (Crane), in this products liability action initiated by Appellee, the Estate of Louis A. Hicks, ...