Jacksonville Estate Planning Lawyer, Florida, page 2

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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
1. Contact
2. Email
3. Refer
5. Visit:
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Includes: Gift Taxation

Harris Larue Bonnette

Commercial Real Estate, International Tax, Health Care, Estate Planning

Status: In Good Standing

CONTACT

501 Riverside Avenue, Jacksonville, FL 32202

Charles B Jimerson

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

Status: In Good Standing

CONTACT

1 Independent Dr, Jacksonville, FL 32202

Kenneth Mac Bracewell

General Practice

Status: In Good Standing Licensed: 16 Years

CONTACT

1301 Riverplace Blvd, Jacksonville, FL 32207

Robert Anthony Leapley

Commercial Real Estate, Real Estate, Estate Planning, Business

Status: In Good Standing Licensed: 34 Years

CONTACT

50 N Laura St, Jacksonville, FL 32202

Jason Edward Havens

International Tax, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 24 Years

CONTACT

50 N Laura St, Jacksonville, FL 32202

Jason Edward Havens

Commercial Real Estate, International Tax, Trusts, Estate Planning

Status: In Good Standing Licensed: 24 Years

CONTACT

50 N Laura St, Jacksonville, FL 32202

Kristopher D. Robinson

Estate Planning, International Tax, Contract, Federal Appellate Practice, Commercial Real Estate

Status: In Good Standing Licensed: 22 Years

CONTACT

1604 Stockton St, Jacksonville, FL 32204

Davis Daniel Balz

Commercial Real Estate, Litigation, Lawsuit & Dispute, Estate Planning

Status: In Good Standing Licensed: 12 Years

CONTACT

1501 San Marco Blvd, Jacksonville, FL 32207

Christopher J Iseley

Commercial Real Estate, Construction, Litigation, Estate Planning

Status: In Good Standing

CONTACT

1400 Prudential Dr, Jacksonville, FL 32207

Albert Todd Franson

Commercial Real Estate, Federal Trial Practice, Estate Planning

Status: In Good Standing

CONTACT

1400 Prudential Dr, Jacksonville, FL 32207

800-923-0641

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LEGAL TERMS

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.

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.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

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).

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

GRANTOR

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

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.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

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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Jacksonville Estate Planning Lawyer, Florida, page 2

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Harris Larue Bonnette

Charles B Jimerson

Kenneth Mac Bracewell

Robert Anthony Leapley

Jason Edward Havens

Jason Edward Havens

Kristopher D. Robinson

Davis Daniel Balz

Christopher J Iseley

Albert Todd Franson

TIPS

LEGAL TERMS

SPECIFIC BEQUEST

LAPSE

SELF-PROVING WILL

CHARITABLE TRUST

ESTATE PLANNING

INTESTATE SUCCESSION

GRANTOR

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

TESTAMENTARY TRUST

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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