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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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Karen Ulmer

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Divorce & Family Law, Family Law, Estate, Power of Attorney, Mediation

We are on your side when you are going through Divorce and Custody matters

Karen Ulmer is an attorney licensed to practice in both PA & NJ. Ms. Ulmer founded the law firm in 2001, concentrating her practice in the area of fa... (more)

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CONTACT

215-752-6200

174 Middletown Boulevard, Suite 300, Langhorne, PA 19047

Robert J. Opalka

Family Law, Wills & Probate, Patent, Wills

Status: In Good Standing

CONTACT

301 Oxford Valley Road, Morrisville, PA 19067

Ann Hook Belknap

Wills, Wills & Probate, Estate Planning, Family Law

Status: In Good Standing

FREE CONSULTATION

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Makefield Executive Quarters, 301 Oxford Valley Road, Morrisville, PA 19067

Michael G. Fitzpatrick

Education, Municipal, Estate Planning, Family Law

Status: In Good Standing

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680 Middletown Blvd, Langhorne, PA 19047

Henry A. Carpenter

Estate Administration, Elder Law, Corporate, Business Organization

Status: In Good Standing Licensed: 40 Years

CONTACT

301 Oxford Vly Rd, Morrisville, PA 19067

Michael J. Saile

Estate Administration, Estate Planning, Business Successions, Business Organization

Status: In Good Standing Licensed: 48 Years

CONTACT

403 Executive Drive, Langhorne, PA 19047

Ethan Ordog

Real Estate, Traffic, Trusts, Elder Law

Status: In Good Standing

CONTACT

Morrisville, PA 19067

800-923-0641

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LEGAL TERMS

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.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

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.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

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.

TESTAMENTARY TRUST

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

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.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

SAMPLE LEGAL CASES

Estate of Considine v. Wachovia Bank

Â¶ 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

Â¶ 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

Â¶ 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, ...

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Morrisville Estate Lawyer, Pennsylvania

Sponsored Law Firm

Levine Law, LLC

SPONSORED LAWYERS

Karen Ulmer

Robert J. Opalka

Ann Hook Belknap

Michael G. Fitzpatrick

Henry A. Carpenter

Michael J. Saile

Ethan Ordog

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LEGAL TERMS

AUGMENTED ESTATE

HOLOGRAPHIC WILL

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

INVESTOR

PETITION

QDOT TRUST

TESTAMENTARY TRUST

EXEMPTION TRUST

SPECIFIC BEQUEST

SAMPLE LEGAL CASES

Estate of Considine v. Wachovia Bank

In re Estate of Sauers

Estate of Hicks v. Dana Companies, LLC

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