Alachua Estate Planning 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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2. Email
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Includes: Gift Taxation

John Fenniman

Commercial Real Estate, Federal Appellate Practice, Government, Estate Planning

Status: In Good Standing Licensed: 57 Years

CONTACT

7652 Nw 214Th St, Alachua, FL 32615

David W Rhodes

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 27 Years

CONTACT

7611 Nw 179Th St, Alachua, FL 32615

Susan T Rhodes

Power of Attorney, Commercial Real Estate, Social Security, Estate Planning

Status: In Good Standing Licensed: 43 Years

CONTACT

7611 Nw 179Th St, Alachua, FL 32615

Brent Edward Baris

Commercial Real Estate, Real Estate, State and Local, Estate Planning

Status: In Good Standing Licensed: 28 Years

CONTACT

15906 Nw 288Th Ln, Alachua, FL 32615

Darryl John Tompkins

Residential Real Estate, Commercial Real Estate, Real Estate, Estate Planning

Status: In Good Standing Licensed: 41 Years

CONTACT

Alachua, FL 32616

Marvin Wecker Bingham

Commercial Real Estate, Real Estate, Estate Planning, Business

Status: In Good Standing Licensed: 49 Years

CONTACT

Alachua, FL 32616

Susan Logan Mikolaitis

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 21 Years

CONTACT

Alachua, FL 32616

Richard B. Maltby

Tax, Commercial Real Estate, Estate Planning, Civil Rights

Status: In Good Standing

CONTACT

13900 Tech City Cir, Alachua, FL 32615

Andrea Marie TRUE

Juvenile Law, Pharmaceutical Product, Estate Planning, Family Law

Status: In Good Standing Licensed: 9 Years

CONTACT

13900 Tech City Cir, Alachua, FL 32615

Denise Lowry Hutson

Residential Real Estate, Real Estate, Estate Planning, Commercial Bankruptcy

Status: In Good Standing

CONTACT

3940 Nw 16Th Blvd, Gainesville, FL 32605

800-923-0641

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LEGAL TERMS

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

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.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

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.

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.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

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).

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.

SAMPLE LEGAL CASES

Brundage v. Bank of America

... disputed transfers from the trust. Dorothy Gutsgell and her husband, who had no children of their own, executed a series of estate planning documents, using the law firm of Ruden McClosky for their planning. In 1992 Dorothy, as ...

Yang Enterprises, Inc. v. Georgalis

... Petitioners filed suit against Respondent for trade secret theft, tortious interference with a business relationship, and trade libel. In 1999, Petitioners retained Anthony Palma, an attorney in Broad and Cassel's Orlando office, for estate planning services. ...

Wheeler v. Powers

... In 2000, Dorothy L. Powers and her husband, Albert Powers, retained Kenneth B. Wheeler, an estates and trust attorney, to prepare estate planning documents. ... [1]. On December 20, 2004, Dorothy created several new estate planning documents through a different attorney. ...

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Alachua Estate Planning Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

John Fenniman

David W Rhodes

Susan T Rhodes

Brent Edward Baris

Darryl John Tompkins

Marvin Wecker Bingham

Susan Logan Mikolaitis

Richard B. Maltby

Andrea Marie TRUE

Denise Lowry Hutson

TIPS

LEGAL TERMS

INCOMPETENCE

ACCUMULATION TRUST

IN TERROREM

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

MINERAL RIGHTS

BYPASS TRUST

ANCILLARY PROBATE

GRANTOR RETAINED INCOME TRUST

SELF-PROVING WILL

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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