Longwood 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

Gary Siegel

Business Organization, Contract, Criminal, Estate Planning

Status: In Good Standing

FREE CONSULTATION

CONTACT

6500 U.S.Highway 17-92, Casselberry, FL 32730

Robert Kenneth McIntosh

Estate Administration, Estate Planning, Guardianships & Conservatorships, Elder Law

Status: In Good Standing

CONTACT

1001 Heathrow Park Ln, Lake Mary, FL 32746

William J. Wieland

Commercial Real Estate, Estate Planning, Family Law, Administrative Law, Business

Status: In Good Standing

CONTACT

1001 Heathrow Park Ln, Lake Mary, FL 32746

Alan Lloyd Sandler

Commercial Real Estate, Real Estate, Estate Planning, Contract

Status: In Good Standing Licensed: 24 Years

CONTACT

225 S Westmonte Dr, Altamonte Springs, FL 32714

Alena Rae Chaban

Divorce & Family Law, Estate Planning, Paternity

Status: In Good Standing

CONTACT

425 S. Hunt Club Blvd, Apopka, FL 32703

Amy R. Steiner

Commercial Real Estate, Real Estate, Estate Planning, Elder Law

Status: In Good Standing Licensed: 20 Years

CONTACT

797 Douglas Ave, Altamonte Springs, FL 32714

Arthur D. Pollack

Immigration, Estate Planning, Family Law, Business

Status: In Good Standing Licensed: 8 Years

CONTACT

300 Wilshire Blvd, Casselberry, FL 32707

Brett Daniel Bevis

Federal Appellate Practice, Estate Planning, Business

Status: In Good Standing Licensed: 10 Years

CONTACT

1732 N Ronald Reagan Blvd, Longwood, FL 32750

Brian Robert Loe

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 43 Years

CONTACT

Lake Mary, FL 32795

Bridget Mary Friedman

Other, Commercial Real Estate, Real Estate, Estate Planning

Status: In Good Standing Licensed: 19 Years

CONTACT

600 Rinehart Rd, Lake Mary, FL 32746

800-923-0641

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LEGAL TERMS

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.

FAMILY POT TRUST

See pot trust.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

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.

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.'

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

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.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

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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Longwood Estate Planning Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Gary Siegel

Robert Kenneth McIntosh

William J. Wieland

Alan Lloyd Sandler

Alena Rae Chaban

Amy R. Steiner

Arthur D. Pollack

Brett Daniel Bevis

Brian Robert Loe

Bridget Mary Friedman

TIPS

LEGAL TERMS

QDOT TRUST

FAMILY POT TRUST

INTER VIVOS TRUST

TRUSTEE POWERS

INTESTATE

TRUST CORPUS

PROBATE

BANKRUPTCY ESTATE

DISINHERIT

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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