Fleming Island 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

Barry John Fuller

Commercial Real Estate, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 51 Years

CONTACT

1845 Eastwest Pkwy, Fleming Island, FL 32003

Alison E Hickman

Commercial Real Estate, Estate Planning, Elder Law, Life & Health

Status: In Good Standing

CONTACT

Fleming Island, FL 32065

Anthony Cooper

Estate Planning, Labor Disputes, Alimony & Spousal Support, Child Custody

Status: In Good Standing

CONTACT

2301 Park Ave, Fleming Island, FL 32073

Richard Ward Cobb

Commercial Real Estate, Trusts, Estate Planning, Guardianships & Conservatorships

Status: In Good Standing Licensed: 56 Years

CONTACT

431 Stowe Ave, Fleming Island, FL 32073

Cheryl Ann Kessler

General Practice

Status: In Good Standing Licensed: 19 Years

CONTACT

1912 Stillwind Ct, Fleming Island, FL 32003

Dusty D Vantatenhove Newberg

General Practice

Status: Retired Licensed: 21 Years

CONTACT

560 Majestic Wood Dr, Fleming Island, FL 32003

Sheldon Boney Forte

Mediation, Estate Planning, Workers' Compensation, Personal Injury

Status: In Good Standing Licensed: 41 Years

CONTACT

1828 Harbor Island Dr, Fleming Island, FL 32003

Geraldine Carol Hartin

Commercial Real Estate, Estate Planning, Family Law, DUI-DWI

Status: In Good Standing

CONTACT

3168 Us Highway 17, Fleming Island, FL 32003

William A Hamilton

Commercial Real Estate, Estate Planning, Estate, Child Custody

Status: In Good Standing Licensed: 56 Years

CONTACT

3168 Us Highway 17, Fleming Island, FL 32003

Bruce D Johnson

Commercial Real Estate, International Tax, International, Estate Planning

Status: In Good Standing Licensed: 43 Years

CONTACT

7417 Fleming Island Dr, Fleming Island, FL 32003

800-923-0641

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LEGAL TERMS

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

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.

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.

SURROGATE COURT

See probate court.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

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.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

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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Fleming Island Estate Planning Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Barry John Fuller

Alison E Hickman

Anthony Cooper

Richard Ward Cobb

Cheryl Ann Kessler

Dusty D Vantatenhove Newberg

Sheldon Boney Forte

Geraldine Carol Hartin

William A Hamilton

Bruce D Johnson

TIPS

LEGAL TERMS

TRUST DEED

DOWER AND CURTESY

INTESTATE

SURROGATE COURT

FAMILY ALLOWANCE

ENTITY

QDOT TRUST

SPECIFIC BEQUEST

GRANT DEED

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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