Philadelphia 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
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7. Profile

Includes: Gift Taxation

Dirk M. Simpson

Wills & Probate, Estate Planning, Corporate, Business Organization

Status: In Good Standing

CONTACT

Union Meeting Corporate Center, 910 Harvest Drive, Blue Bell, PA 19422

Eric P. Wilenzik

Tax, Contract, Estate Planning, Employment

Status: In Good Standing

FREE CONSULTATION

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2605 North Broad Street, Lansdale, PA 19446

G. Thomas Williams

Estate Administration, Estate Planning, Adoption, Corporate

Status: In Good Standing

CONTACT

1635 Market St., Philadelphia, PA 19103

George M. Riter

Tax, Real Estate, Estate Planning, Business Organization

Status: In Good Standing

CONTACT

400 Maryland Drive, Fort Washington, PA 19034

Howard D Kauffman

Estate Planning, Family Law, Federal Trial Practice, Insurance

Status: In Good Standing

CONTACT

1515 Market St., Philadelphia, PA 19102

J. Stoddard Hayes

Wills & Probate, Trusts, Estate Planning, Non-profit

Status: In Good Standing

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17 East Gay Street, West Chester, PA 19381

James S. Sell

Estate Planning, Family Law, Litigation, Real Estate

Status: In Good Standing

FREE CONSULTATION

CONTACT

9637 Bustleton Avenue, Philadelphia, PA 19115

Janice M. Matier

Tax, Real Estate, Estate Planning, Corporate

Status: In Good Standing

CONTACT

100 W. Sixth Street, Media, PA 19063

Jeff L. Lewin

Real Estate, Wills, Estate Planning, Estate, Consumer Rights

Status: In Good Standing

CONTACT

25 West Second Street, Media, PA 19063

John J. Muldowney

Ethics, Litigation, Estate Planning, Family Law, Personal Injury

Status: In Good Standing

CONTACT

1650 Market Street, Philadelphia, PA 19103

800-923-0641

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LEGAL TERMS

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

CERTIFICATION OF TRUST

See abstract of trust.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

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.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

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.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

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

Levine Law, LLC

SPONSORED LAWYERS

Dirk M. Simpson

Eric P. Wilenzik

G. Thomas Williams

George M. Riter

Howard D Kauffman

J. Stoddard Hayes

James S. Sell

Janice M. Matier

Jeff L. Lewin

John J. Muldowney

TIPS

LEGAL TERMS

BENEFICIARY

CERTIFICATION OF TRUST

FINAL BENEFICIARY

INVESTOR

WARRANTY DEED

STATUTORY SHARE

QTIP TRUST

LIFE BENEFICIARY

HEIR AT LAW

SAMPLE LEGAL CASES

In re Estate of Field

IN RE ESTATE OF SLOMSKI

Katz v. KIDDER TOWNSHIP ZONING HEARING BOARD

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