Branford Estate Planning Lawyer, Florida, page 5

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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

Denise Lowry Hutson

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

Status: In Good Standing

CONTACT

3940 Nw 16Th Blvd, Gainesville, FL 32605

Ellen Reiser Gershow

Commercial Real Estate, International Tax, Estate Planning

Status: In Good Standing

CONTACT

3940 Nw 16Th Blvd, Gainesville, FL 32605

Stephen G Mercadante

Litigation, Estate Planning, Family Law, Personal Injury

Status: In Good Standing Licensed: 44 Years

CONTACT

4545 Nw 8Th Ave, Gainesville, FL 32605

Sam Wood Boone

Elder Law, Estate Planning, Trusts, Tax

Status: In Good Standing Licensed: 45 Years

CONTACT

4545 Nw 8Th Ave, Gainesville, FL 32605

Robert P Butts

Commercial Real Estate, Construction, Estate Planning, Business

Status: In Good Standing

CONTACT

5200 S.W. 91St Terrace, Gainesville, FL 32608

Christopher William Lewis

Contract, Litigation, Construction, Estate Planning

Status: In Good Standing Licensed: 8 Years

CONTACT

5216 Sw 91St Dr, Gainesville, FL 32608

Ryan P. Sullivan

Litigation, Construction, Estate Planning, Contract

Status: In Good Standing Licensed: 8 Years

CONTACT

5216 Sw 91St Dr, Gainesville, FL 32608

David Lee Worthy

Construction, Litigation, Estate Planning, Contract

Status: In Good Standing

CONTACT

5216 Sw 91St Dr, Gainesville, FL 32608

Jeffrey Lee Price

Construction, Estate Planning, Civil Rights, Contract

Status: In Good Standing

CONTACT

5216 Sw 91St Dr, Gainesville, FL 32608

Katherine Elizabeth Macdonald

Commercial Real Estate, Estate Planning, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 41 Years

CONTACT

2233 Nw 41St St, Gainesville, FL 32606

800-923-0641

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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.

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).

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

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).

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.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

DEED OF TRUST

See trust deed.

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.

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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Branford Estate Planning Lawyer, Florida, page 5

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Denise Lowry Hutson

Ellen Reiser Gershow

Stephen G Mercadante

Sam Wood Boone

Robert P Butts

Christopher William Lewis

Ryan P. Sullivan

David Lee Worthy

Jeffrey Lee Price

Katherine Elizabeth Macdonald

TIPS

LEGAL TERMS

SUMMARY PROBATE

GRANTOR RETAINED INCOME TRUST

ABSTRACT OF TRUST

CHARITABLE TRUST

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

INVESTOR

PROVING A WILL

DEED OF TRUST

INTESTATE

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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