Jacksonville 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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David Michael Goldman

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Estate Planning, Elder Law, Consumer Bankruptcy, Commercial Real Estate, Trusts

Florida Bar

Mr. Goldman has over 20 years of business experience. He has been involved in starting and managing technology related companies involved in distribut... (more)

FREE CONSULTATION

CONTACT

800-813-4201

4115 Hendricks Avenue, Jacksonville, FL 32207

Carl Randolph Coleman

Estate, Wills & Probate, Trusts

Status: In Good Standing Licensed: 46 Years

CONTACT

10161 Centurion Pkwy, N., Jacksonville, FL 32256

Richard C. Stoddard

Estate, Wills & Probate, Trusts

Status: In Good Standing Licensed: 56 Years

CONTACT

3100 University Blvd S, Jacksonville, FL 32216

Sandra Warner Johnson

Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 42 Years

CONTACT

2110 Park St, Jacksonville, FL 32204

Dulce Fazel

Wills & Probate, Trusts, Divorce & Family Law, Bankruptcy, Divorce

Status: In Good Standing Licensed: 20 Years

CONTACT

2323 Oak Street, Jacksonville, FL 32204

Clyde Montgomery Taylor

Federal Appellate Practice, Trusts, Criminal, Personal Injury

Status: In Good Standing Licensed: 54 Years

CONTACT

2303 N Ponce De Leon Blvd, Saint Augustine, FL 32084

Julie Anne Saieg

Commercial Real Estate, Trusts, Guardianships & Conservatorships, Elder Law

Status: In Good Standing Licensed: 30 Years

CONTACT

1548 Lancaster Ter, Jacksonville, FL 32204

Robert H. Trudeau

Commercial Real Estate, International Tax, Trusts, Business

Status: In Good Standing Licensed: 20 Years

CONTACT

1548 Lancaster Ter, Jacksonville, FL 32204

Christian Nicholas Horde

Trusts, Estate Planning, Elder Law, Business

Status: In Good Standing Licensed: 8 Years

CONTACT

2132 Saint Johns Ave, Jacksonville, FL 32204

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

800-923-0641

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LEGAL TERMS

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.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

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.'

NET ESTATE

The value of all property owned at death less liabilities or debts.

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.

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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Jacksonville Trusts Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

David Michael Goldman

Carl Randolph Coleman

Richard C. Stoddard

Sandra Warner Johnson

Dulce Fazel

Clyde Montgomery Taylor

Julie Anne Saieg

Robert H. Trudeau

Christian Nicholas Horde

Jason Edward Havens

TIPS

LEGAL TERMS

GRANT DEED

DEATH TAXES

QTIP TRUST

TRUST CORPUS

RESIDUARY ESTATE

BANKRUPTCY ESTATE

ABSTRACT OF TRUST

NET ESTATE

TAKING AGAINST THE WILL

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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