King Of Prussia Estate Planning Lawyer, Pennsylvania

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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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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

Myisha Lacey-Tilson

Wills & Probate, Civil Rights, Estate Planning, Employment

Status: In Good Standing

CONTACT

860 First Avenue, Metropolitan Business Center, King Of Prussia, PA 19406

Richard T. Abell

Real Estate, Estate Planning, Family Law, Corporate

Status: In Good Standing

CONTACT

475 Allendale Road, King Of Prussia, PA 19406

Malcolm B. Jacobson

Estate Planning, Labor Law, Employment, Business Organization

Status: In Good Standing

CONTACT

475 Allendale Road, King Of Prussia, PA 19406

Jonathan K. Hollin

Wills & Probate, Estate Planning, Civil Rights, Corporate

Status: In Good Standing

CONTACT

475 Allendale Road, King Of Prussia, PA 19406

Michelle K. Malloy

Tax, Estate Planning, Corporate, Business Organization

Status: In Good Standing

CONTACT

475 Allendale Road, King Of Prussia, PA 19406

Richard A. Stanko

Litigation, Estate Planning, Family Law, Civil Rights

Status: In Good Standing

CONTACT

522 Swede Street, Norristown, PA 19401

Ronald W. Fenstermacher

Administrative Law, Estate Planning, Non-profit, Tax

Status: In Good Standing

CONTACT

200 Four Falls Corporate Center, West Conshohocken, PA 19428

Kim D. Fetrow

Trusts, Estate Planning, Estate, Personal Injury

Status: In Good Standing

CONTACT

100 Four Falls, Conshohocken, PA 19428

Michael J. Plevyak

Construction, Estate Planning, Family Law, Insurance

Status: In Good Standing

CONTACT

One Westlakes, 1235 Westlakes Drive, Berwyn, PA 19312

M. Rust Sharp

Wills & Probate, Trusts, Estate Planning

Status: In Good Standing

CONTACT

100 Four Falls, Conshohocken, PA 19428

800-923-0641

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LEGAL TERMS

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.

WARRANTY DEED

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

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.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

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.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

CREDIT SHELTER TRUST

See AB trust.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

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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King Of Prussia Estate Planning Lawyer, Pennsylvania

Sponsored Law Firm

Ryan, Morton & Imms, LLC

SPONSORED LAWYERS

Myisha Lacey-Tilson

Richard T. Abell

Malcolm B. Jacobson

Jonathan K. Hollin

Michelle K. Malloy

Richard A. Stanko

Ronald W. Fenstermacher

Kim D. Fetrow

Michael J. Plevyak

M. Rust Sharp

TIPS

LEGAL TERMS

ENTITY

WARRANTY DEED

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

PER CAPITA

INVESTOR

TRUSTEE POWERS

ACCUMULATION TRUST

CREDIT SHELTER TRUST

CHARITABLE 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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