Middleburg Trusts Lawyer, Florida

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Adrian Middleton
About | Practice Areas
Sword & Shield, P.A.
1437 Market St Tallahassee, FL 32312» view map
Estate Law
Legal Representation You Can Trust

Our team of attorneys has the experience and creativity that will provide you with an outcome that will not hurt your rights or your future.

800-978-7301
1. Adrian Middleton Tallahassee, FL
  Attorney at Law- FL, 2012
  Florida State University College of Law, J.D. 2012
2. AboutSword & Shield, P.A.
  Legal Representation You Can Trust
3. Practice AreasExpertise
  Divorce & Family
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Raymond B. Labella

Trusts, Elder Law, Corporate, Credit & Debt

Status: In Good Standing Licensed: 22 Years

CONTACT

225 College Dr, Fleming Island, FL 32065

Elizabeth Ann Nemeth

Wills, Trusts

Status: In Good Standing Licensed: 16 Years

CONTACT

Fleming Island, FL 32006

Roger Wayne Cruce

Trusts, Family Law, Business, Bankruptcy

Status: In Good Standing Licensed: 21 Years

CONTACT

1409 Kingsley Ave, Fleming Island, FL 32073

Richard Ward Cobb

Commercial Real Estate, Trusts, Estate Planning, Guardianships & Conservatorships

Status: In Good Standing Licensed: 56 Years

CONTACT

431 Stowe Ave, Fleming Island, FL 32073

Dale S Wilson

Real Estate, Litigation, Trusts, Workers' Compensation

Status: In Good Standing

CONTACT

718 N Orange Ave, Green Cove Springs, FL 32043

David Albert King

Commercial Real Estate, International Tax, Trusts, Corporate

Status: In Good Standing Licensed: 42 Years

CONTACT

1416 Kingsley Ave, Fleming Island, FL 32073

Raymond I Booth

Personal Injury, Civil Rights, Family Law, Trusts

Status: In Good Standing Licensed: 38 Years

CONTACT

1063 Park Ave, Fleming Island, FL 32073

Barbara Cocciolo

Trusts

Status: In Good Standing

CONTACT

Middleburg, FL 32050

800-923-0641

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LEGAL TERMS

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).

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.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

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.

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

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.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

SAMPLE LEGAL CASES

Doe v. Doe

... [1] The trusts administered by the Trustees include class gifts to the grandchildren of the settlors, Chester P. Doe, Jr. (Chester Jr.) and Eleanor Warren Doe (Eleanor). ... I. THE FACTS. A. The Trusts. On June 28, 1988, Chester Jr. ...

Parker v. Shullman

... Each of these trusts had sub-trusts for her daughter Lauri and granddaughter Cassie. Barbara designated 645 Shullman as the successor trustee of all of the trusts. ... When Barbara died, Shullman became trustee of the trusts. ...

Timmons v. Ingrahm

... In his will, Frank Sr. created two trusts: the Timmons Family Trust ("Family Trust") and the Timmons Marital Trust ("Marital Trust"). [1] The Timmons Family Trust was valued at $650,000. ... Myrtle was the sole income beneficiary of the trusts during her lifetime. ...

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Middleburg Trusts Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Raymond B. Labella

Elizabeth Ann Nemeth

Roger Wayne Cruce

Richard Ward Cobb

Dale S Wilson

David Albert King

Raymond I Booth

Barbara Cocciolo

TIPS

LEGAL TERMS

CHARITABLE TRUST

POUR-OVER WILL

LETTERS TESTAMENTARY

QTIP TRUST

MINERAL RIGHTS

GRANTOR

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

WILL

EXECUTOR

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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