West Point Estate Planning Lawyer, Pennsylvania, page 2

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Richard H. Morton
About | Practice Areas
Ryan, Morton & Imms, LLC
220 West Gay Street West Chester, PA 19380» view map
Estate and Business Law
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We are the lawyers you would like to have on your side in a legal matter. Please contact us should you need legal advice or assistance.

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

F. Craig La Rocca

Estate Planning

Status: Licensed: 48 Years

CONTACT

800 N Broad St, Lansdale, PA 19446

Jason G. Donoghue

Traffic, Estate Planning, Family Law, Personal Injury

Status: Licensed: 16 Years

CONTACT

790 Penllyn Blue Bell Pike, Blue Bell, PA 19422

Matthew Adam Levitsky

International, Estate Planning, Estate, Business

Status: Licensed: 18 Years

CONTACT

Blue Bell, PA 19422

Christopher Michael Mcmonagle

Commercial Real Estate, Estate Planning, Business & Trade

Status: Licensed: 11 Years

CONTACT

960 Harvest Dr, Blue Bell, PA 19422

Edwin S. Heins

Estate Planning

Status: Licensed: 59 Years

CONTACT

901 Gypsy Hill Rd, Ambler, PA 19002

Susan Deane Hunter

Other, Estate Planning, Estate

Status: Licensed: 31 Years

CONTACT

401 Old Penllyn Pike, Blue Bell, PA 19422

John F. Walsh

Estate Planning

Status: Licensed: 48 Years

CONTACT

653 Skippack Pk, Blue Bell, PA 19422

Marla Debra Sones

Real Estate, Banking & Finance, Personal Injury, Estate Planning, Litigation

Status:

CONTACT

591 Skippack Pk, Blue Bell, PA 19422

Mary Leworthy Buckman

Estate Planning

Status: Licensed: 38 Years

CONTACT

585 Skipack Pike, Blue Bell, PA 19422

Ian Wyatt Peltzman

Estate Administration, Estate Planning, Elder Law, Civil Rights

Status:

CONTACT

716 N Bethlehem Pike, Ambler, PA 19002

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.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

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.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

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.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

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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West Point Estate Planning Lawyer, Pennsylvania, page 2

Sponsored Law Firm

Ryan, Morton & Imms, LLC

SPONSORED LAWYERS

F. Craig La Rocca

Jason G. Donoghue

Matthew Adam Levitsky

Christopher Michael Mcmonagle

Edwin S. Heins

Susan Deane Hunter

John F. Walsh

Marla Debra Sones

Mary Leworthy Buckman

Ian Wyatt Peltzman

TIPS

LEGAL TERMS

BENEFICIARY

PROBATE COURT

INVESTOR

GENERATION-SKIPPING TRANSFER TAX

KINDRED

ENDOWMENT INSURANCE

SELF-PROVING WILL

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

ENTITY

SAMPLE LEGAL CASES

In re Estate of Field

IN RE ESTATE OF SLOMSKI

Katz v. KIDDER TOWNSHIP ZONING HEARING BOARD

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