Berwyn Trusts 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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Alissa Gorman

Trusts, Real Estate

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CONTACT

Berwyn, PA 19312

Barbara Fein

Trusts, Real Estate

Status:

CONTACT

595 E. Lancaster Avenue, Wayne, PA 19087

Brian Mc Devitt

Elder Law, Estate Planning, Trusts

Status: Licensed: 47 Years

CONTACT

940 W Valley Rd, Wayne, PA 19087

Carrie A. S. Kennedy

Trusts, Estate Planning, Elder Law

Status: Licensed: 36 Years

CONTACT

171 W Lancaster Ave, Paoli, PA 19301

Christopher H. Gadsden

Landlord-Tenant, Trusts, Estate Planning, Estate

Status: Licensed: 52 Years

CONTACT

1275 Drummers Lane, Wayne, PA 19087

Cynthia Levin

Trusts, Real Estate, Elder Law

Status:

CONTACT

1150 1St Ave, King Of Prussia, PA 19406

David J. Winkowski

Trusts, Estate Planning

Status: Licensed: 23 Years

CONTACT

30 Valley Stream Pkwy, Malvern, PA 19355

Edwin Rodgers Boynton

Litigation, Trusts, Merger & Acquisition, Corporate

Status: Licensed: 46 Years

CONTACT

30 Valley Stream Pkwy, Malvern, PA 19355

Elizabeth H. Hyams

Elder Law, Estate Planning, Guardianships & Conservatorships, Trusts

Status:

CONTACT

30 Cassatt Avenue, Berwyn, PA 19312

Elizabeth Anne Zwaan

Real Estate, Estate, DUI-DWI, Business, Trusts

Status: Licensed: 13 Years

CONTACT

Berwyn, PA 19312

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LEGAL TERMS

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

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.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

WARRANTY DEED

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

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

SAMPLE LEGAL CASES

Petow v. Warehime

... In 1988, Alan created two voting trusts, one with his children and the other with his five grandchildren. Alan was designated as the sole voting trustee for both trusts. By their terms, both trusts were due to expire in 1998, ten years after their creation. ...

In re Estate of Stephano

... Instead, the court relied on the subsequently created Restatement of Trusts as instructing that Blechstein's position â€” that a trust was created for her benefit â€” was correct. ... See Restatement (First) of Trusts Â§ 10 ("An equitable charge is not a trust."). ...

City of Phila. v. CUMBERLAND COUNTY BD.

18 A.3d 421 (2011). CITY OF PHILADELPHIA, Trustee Under the Will of Stephen Girard, Deceased, Acting by the Board of Directors of City Trusts v. CUMBERLAND COUNTY BOARD OF ASSESSMENT APPEALS, Appellant. No. 1725 CD 2010. ...

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Berwyn Trusts Lawyer, Pennsylvania

Sponsored Law Firm

Levine Law, LLC

SPONSORED LAWYERS

Alissa Gorman

Barbara Fein

Brian Mc Devitt

Carrie A. S. Kennedy

Christopher H. Gadsden

Cynthia Levin

David J. Winkowski

Edwin Rodgers Boynton

Elizabeth H. Hyams

Elizabeth Anne Zwaan

TIPS

LEGAL TERMS

SUMMARY PROBATE

POWER OF APPOINTMENT

REAL ESTATE AGENT

STATUTORY SHARE

INTESTATE

WARRANTY DEED

DISTRIBUTEE

POUR-OVER WILL

AB TRUST

SAMPLE LEGAL CASES

Petow v. Warehime

In re Estate of Stephano

City of Phila. v. CUMBERLAND COUNTY BD.

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