Longwood 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
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Includes: Gift Taxation

Rachael R. Fuller

Federal Appellate Practice, Estate Planning, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 8 Years

CONTACT

1070 Montgomery Rd, Altamonte Springs, FL 32714

William Glenn Roy

Commercial Real Estate, Federal Appellate Practice, Estate Planning, Family Law

Status: In Good Standing Licensed: 44 Years

CONTACT

411 W Central Pkwy, Altamonte Springs, FL 32714

Krista Riddick Rogers

Commercial Real Estate, Government, Trusts, Estate Planning

Status: In Good Standing

CONTACT

900 Fox Valley Dr, Longwood, FL 32779

Wayne Joseph Sobien

Commercial Real Estate, Real Estate, Estate Planning

Status: In Good Standing Licensed: 42 Years

CONTACT

400 International Pkwy, Lake Mary, FL 32746

J Stephen Pullum

Tax, Estate Planning, Corporate, Business, Personal Injury

Status: In Good Standing

CONTACT

250 International Pkwy, Lake Mary, FL 32746

Lawrence Ray Steiner

Commercial Real Estate, Real Estate, Estate Planning, Business

Status: In Good Standing Licensed: 49 Years

CONTACT

797 Douglas Ave, Altamonte Springs, FL 32714

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

Heidi Hebden

Residential Real Estate, Commercial Real Estate, Estate Planning, Business

Status: In Good Standing Licensed: 17 Years

CONTACT

225 S Westmonte Dr, Altamonte Springs, FL 32714

Heidi Hebden

Estate Planning, Employment, Business, Credit & Debt

Status: In Good Standing Licensed: 17 Years

CONTACT

225 S Westmonte Dr, Altamonte Springs, FL 32714

David Franklin Wright

Commercial Real Estate, Construction, Estate Planning, Contract

Status: In Good Standing Licensed: 28 Years

CONTACT

505 Maitland Ave, Altamonte Springs, FL 32701

800-923-0641

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LEGAL TERMS

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

INTER VIVOS TRUST

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

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

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, page 2

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Rachael R. Fuller

William Glenn Roy

Krista Riddick Rogers

Wayne Joseph Sobien

J Stephen Pullum

Lawrence Ray Steiner

Alan Lloyd Sandler

Heidi Hebden

Heidi Hebden

David Franklin Wright

TIPS

LEGAL TERMS

LIFE BENEFICIARY

NONPROBATE

EXEMPTION TRUST

ADMINISTRATION (OF AN ESTATE)

INTER VIVOS TRUST

PRETERMITTED HEIR

PETITION

SPECIAL ADMINISTRATOR

INCOMPETENCE

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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