Philadelphia 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

Allan Jaffe

Litigation, Estate Planning, Family Law, Criminal

Status: In Good Standing

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1907 Two Penn Center Plaza, 15th Street and John F. Kennedy Boulevard, Philadelphia, PA 19102

Michael W McCarter

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

Status: In Good Standing

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1515 Market St., Philadelphia, PA 19102

Barry S. Brownstein

Real Estate, Litigation, Lawsuit & Dispute, Estate Planning

Status: In Good Standing

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1635 Market St., Philadelphia, PA 19103

Vanya Dugalic

Casinos, Elder Law, Gift Taxation, Estate Administration

Status: In Good Standing

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634 Ridgewood Road, Upper Darby, PA 19082

Sarah B. Dragotta

Education, Estate Planning, Family Law, Corporate

Status: In Good Standing

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101 North Easton Road, Glenside, PA 19038

James S. Sell

Estate Planning, Family Law, Litigation, Real Estate

Status: In Good Standing

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9637 Bustleton Avenue, Philadelphia, PA 19115

Kim D. Fetrow

Trusts, Estate Planning, Estate, Personal Injury

Status: In Good Standing

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100 Four Falls, Conshohocken, PA 19428

Ronald W. Fenstermacher

Administrative Law, Estate Planning, Non-profit, Tax

Status: In Good Standing

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200 Four Falls Corporate Center, West Conshohocken, PA 19428

Lois Murphy

Estate Administration, Estate Planning, Trusts

Status: In Good Standing

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100 Four Falls, Conshohocken, PA 19428

David M. Brown

Tax, Litigation, Trusts, Estate Planning

Status: In Good Standing

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100 Four Falls, Conshohocken, PA 19428

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LEGAL TERMS

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.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

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.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

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.

FUNDING A TRUST

Transferring ownership of property to a trust.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

DEED OF TRUST

See trust deed.

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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Philadelphia Estate Planning Lawyer, Pennsylvania, page 2

Sponsored Law Firm

Ryan, Morton & Imms, LLC

SPONSORED LAWYERS

Allan Jaffe

Michael W McCarter

Barry S. Brownstein

Vanya Dugalic

Sarah B. Dragotta

James S. Sell

Kim D. Fetrow

Ronald W. Fenstermacher

Lois Murphy

David M. Brown

TIPS

LEGAL TERMS

PROPERTY CONTROL TRUST

GRANTOR

PETITION

RESIDUARY ESTATE

NONPROBATE

FUNDING A TRUST

ENDOWMENT INSURANCE

INTESTATE SUCCESSION

DEED OF TRUST

SAMPLE LEGAL CASES

In re Estate of Field

IN RE ESTATE OF SLOMSKI

Katz v. KIDDER TOWNSHIP ZONING HEARING BOARD

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