Atlantic Beach 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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Bryan Collier Goode

Commercial Real Estate, Federal Appellate Practice, Trusts, Business & Trade

Status: In Good Standing Licensed: 24 Years

CONTACT

320 1St St N, Jacksonville, FL 32250

Matthew Brian Bishop

Mediation, International Tax, Trusts, Corporate

Status: In Good Standing Licensed: 21 Years

CONTACT

3625 Valverde Cir, Jacksonville, FL 32224

Frank Keith Calhoun

Trusts, Workers' Compensation, Family Law, Civil Rights

Status: In Good Standing Licensed: 35 Years

CONTACT

12458 Cliffrose Trl, Jacksonville, FL 32225

Gerard Edward Schloth

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 35 Years

CONTACT

2771 Monument Rd, Jacksonville, FL 32225

Amanda Marie Thoele

Trusts, Family Law, Civil Rights, Personal Injury

Status: In Good Standing

CONTACT

5262 Commissioners Dr, Jacksonville, FL 32224

Amy Elizabeth Newby

Military, Family Law, Trusts, Federal Trial Practice

Status: In Good Standing Licensed: 21 Years

CONTACT

3869 Santa Fe St E, Jacksonville, FL 32246

Carl Randolph Coleman

Estate, Wills & Probate, Trusts

Status: In Good Standing Licensed: 46 Years

CONTACT

10161 Centurion Pkwy, N., Jacksonville, FL 32256

Sean Patrick Mason

Commercial Real Estate, Trusts, Estate, Family Law, Elder Law

Status: In Good Standing Licensed: 15 Years

CONTACT

330 A1A N, Ponte Vedra Beach, FL 32082

Dan Armstrong

Commercial Real Estate, Trusts, Elder Law, Business & Trade, Business

Status: In Good Standing Licensed: 23 Years

CONTACT

Ponte Vedra Beach, FL 32004

Lara Alexis Mason

Commercial Real Estate, Trusts, Family Law, Elder Law

Status: In Good Standing Licensed: 24 Years

CONTACT

330 A1A N, Ponte Vedra Beach, FL 32082

800-923-0641

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LEGAL TERMS

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

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.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

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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Atlantic Beach Trusts Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Bryan Collier Goode

Matthew Brian Bishop

Frank Keith Calhoun

Gerard Edward Schloth

Amanda Marie Thoele

Amy Elizabeth Newby

Carl Randolph Coleman

Sean Patrick Mason

Dan Armstrong

Lara Alexis Mason

TIPS

LEGAL TERMS

AUGMENTED ESTATE

FINAL BENEFICIARY

BEQUEATH

TRUST MERGER

TAKING AGAINST THE WILL

PUBLISHED WORK

HEIR AT LAW

ESTATE PLANNING

PROBATE COURT

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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