Deltona 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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Donald Bruce Smith

Real Estate, Trusts, Wills & Probate

Status: In Good Standing Licensed: 60 Years

CONTACT

Debary, FL 32753

Glenn Lee Nye

International Tax, Wills, Wills & Probate, Trusts, Corporate

Status: In Good Standing Licensed: 45 Years

CONTACT

228 E New York Ave, Deland, FL 32724

William E. Sherman

Wills, Wills & Probate, Trusts, Banking & Finance

Status: In Good Standing

CONTACT

Deland, FL 32721

William E Sherman

Real Estate, Trusts, Wills & Probate

Status: In Good Standing Licensed: 72 Years

CONTACT

Deland, FL 32721

Timothy Robert Fiedler

Real Estate, Trusts, Corporate, Personal Injury

Status: In Good Standing Licensed: 24 Years

CONTACT

Deland, FL 32721

Marikay Kolacz Stewart

Commercial Real Estate, Federal Trial Practice, Trusts, Family Law, Adoption

Status: In Good Standing Licensed: 43 Years

CONTACT

120 S Woodland Blvd, Deland, FL 32720

Heather Marie Caeners

Trusts, Family Law, Civil Rights, Contract

Status: In Good Standing Licensed: 24 Years

CONTACT

218 E New York Ave, Deland, FL 32724

David Harrington Clements

Construction, Litigation, Trusts, Business & Trade

Status: In Good Standing

CONTACT

540 W New York Ave, Deland, FL 32720

Michael S. Tuma

Litigation, Trusts, Banking & Finance, Wrongful Death

Status: In Good Standing

CONTACT

100 E New York Ave, Deland, FL 32724

Glenn Lee Nye

Real Estate, Wills, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 45 Years

CONTACT

228 E New York Ave, Deland, FL 32724

800-923-0641

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LEGAL TERMS

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

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.

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

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.

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.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

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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Deltona Trusts Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Donald Bruce Smith

Glenn Lee Nye

William E. Sherman

William E Sherman

Timothy Robert Fiedler

Marikay Kolacz Stewart

Heather Marie Caeners

David Harrington Clements

Michael S. Tuma

Glenn Lee Nye

TIPS

LEGAL TERMS

TRUSTEE

PROVING A WILL

PREDECEASED SPOUSE

LAPSE

SPRINKLING TRUST

AB TRUST

BYPASS TRUST

REMAINDERMAN

DISCHARGE (OF PROBATE ADMINISTRATOR)

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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