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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2. Email
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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

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

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

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

Glenn Raymond Padgett

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

Status: In Good Standing Licensed: 44 Years

CONTACT

1452 N Us Highway 1, Ormond Beach, FL 32174

Robert Gordon Cuff

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

Status: In Good Standing Licensed: 48 Years

CONTACT

Palm Coast, FL 32135

Vincent T. Lyon

Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 19 Years

CONTACT

145 City Pl, Palm Coast, FL 32164

Jay William Livingston

Commercial Real Estate, Land Use & Zoning, Lawsuit & Dispute, Estate Planning

Status: In Good Standing Licensed: 20 Years

CONTACT

391 Palm Coast Pkwy Sw, Palm Coast, FL 32137

800-923-0641

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LEGAL TERMS

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

PREDECEASED SPOUSE

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

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.'

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

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

Stephen Philip Sapienza

James G. Johnson

Gail Elaine Lampert

Dennis Knox Bayer

Matthew Christopher Maguire

Glenn Raymond Padgett

Robert Gordon Cuff

Vincent T. Lyon

Jay William Livingston

TIPS

LEGAL TERMS

SURVIVING SPOUSE'S TRUST

QDOT TRUST

DOWER AND CURTESY

PERSONAL PROPERTY

PREDECEASED SPOUSE

ABSTRACT OF TRUST

BENEFICIARY

GRANTOR

PER STIRPES

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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