Flagler Beach 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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Includes: Gift Taxation

B. Paul Katz

Estate Planning, Family Law, Banking & Finance, Personal Injury

Status: In Good Standing

CONTACT

1 Florida Park Dr. South, Palm Coast, FL 32137

James G. Johnson

Commercial Real Estate, Wills, Estate Planning, Elder Law

Status: In Good Standing Licensed: 45 Years

CONTACT

48 Nautilus Dr, Flagler Beach, FL 32136

Gail Elaine Lampert

Commercial Real Estate, Government, Estate Planning, Elder Law

Status: In Good Standing Licensed: 36 Years

CONTACT

2561 Moody Blvd, Flagler Beach, FL 32136

Robert Gordon Cuff

Commercial Real Estate, Real Estate, Estate Planning, Animal Bite

Status: In Good Standing Licensed: 48 Years

CONTACT

Palm Coast, FL 32135

Dennis Knox Bayer

Commercial Real Estate, Land Use & Zoning, Mediation, Estate Planning, Medical Malpractice

Status: In Good Standing Licensed: 39 Years

CONTACT

109 S 6Th St, Flagler Beach, FL 32136

Matthew Christopher Maguire

Estate Planning, Felony

Status: In Good Standing Licensed: 20 Years

CONTACT

109 S 6Th St, Flagler Beach, FL 32136

Vincent T. Lyon

Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 19 Years

CONTACT

145 City Pl, Palm Coast, FL 32164

Stephen Philip Sapienza

Commercial Real Estate, Government, Estate Planning, Family Law

Status: In Good Standing Licensed: 53 Years

CONTACT

300 N State St, Bunnell, FL 32110

Lynnette James Callender

Estate Planning, Child Custody, Personal Injury, Mass Torts, Family Law

Status: In Good Standing Licensed: 28 Years

CONTACT

7 Florida Park Dr N, Palm Coast, FL 32137

Christine Costa Camacho

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

Status: In Good Standing Licensed: 25 Years

CONTACT

21 Old Kings Rd N, Palm Coast, FL 32137

800-923-0641

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LEGAL TERMS

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.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

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.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

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.

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.

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.'

FAMILY POT TRUST

See pot trust.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

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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Flagler Beach Estate Planning Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

B. Paul Katz

James G. Johnson

Gail Elaine Lampert

Robert Gordon Cuff

Dennis Knox Bayer

Matthew Christopher Maguire

Vincent T. Lyon

Stephen Philip Sapienza

Lynnette James Callender

Christine Costa Camacho

TIPS

LEGAL TERMS

PROBATE COURT

INVENTORY

TAKING AGAINST THE WILL

POWER OF APPOINTMENT

AB TRUST

LAPSE

ABSTRACT OF TRUST

FAMILY POT TRUST

DISTRIBUTEE

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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