Berwyn Estate Planning Lawyer, Pennsylvania

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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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2. Email
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Includes: Gift Taxation

Myisha Lacey-Tilson

Wills & Probate, Civil Rights, Estate Planning, Employment

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CONTACT

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

Malcolm B. Jacobson

Estate Planning, Labor Law, Employment, Business Organization

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475 Allendale Road, King Of Prussia, PA 19406

Jonathan K. Hollin

Wills & Probate, Estate Planning, Civil Rights, Corporate

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475 Allendale Road, King Of Prussia, PA 19406

Peter J. Johnson

Tax, Estate Administration, Estate Planning, Natural Resources

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100 Matsonford Road, Radnor, PA 19087

Joseph Peter Digiorgio

Estate Planning, Family Law, Divorce, Criminal

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1800 Lancaster Ave, Paoli, PA 19301

Elizabeth H. Hyams

Elder Law, Estate Planning, Guardianships & Conservatorships, Trusts

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30 Cassatt Avenue, Berwyn, PA 19312

Javier Gonzalez De Mendoza

Commercial Real Estate, Litigation, Gift Taxation, Antitrust

Status: Licensed: 48 Years

CONTACT

500 Berwyn Baptist Road, Devon, PA 19333

Gareth E. Glaser

Gift Taxation

Status: Licensed: 48 Years

CONTACT

298 Upper Gulph Road, Wayne, PA 19087

Lynnell Davis Peace

Gift Taxation, Tax

Status: Licensed: 18 Years

CONTACT

435 Berwyn Baptist Road, Berwyn, PA 19312

John Whalen

Estate Planning, Wills

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CONTACT

Wayne, PA 19087

800-814-6700

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LEGAL TERMS

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.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

BENEFICIARY

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

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

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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Berwyn Estate Planning Lawyer, Pennsylvania

Sponsored Law Firm

Levine Law, LLC

SPONSORED LAWYERS

Myisha Lacey-Tilson

Malcolm B. Jacobson

Jonathan K. Hollin

Peter J. Johnson

Joseph Peter Digiorgio

Elizabeth H. Hyams

Javier Gonzalez De Mendoza

Gareth E. Glaser

Lynnell Davis Peace

John Whalen

TIPS

LEGAL TERMS

FINAL BENEFICIARY

HEIR APPARENT

ADMINISTRATION (OF AN ESTATE)

BENEFICIARY

GRANTOR RETAINED INCOME TRUST

LIVING TRUST

IRREVOCABLE TRUST

CERTIFIED COPY

SPRINKLING 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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