Ocoee 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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Christopher Isbel

Contract, Civil Rights, Trusts, Federal Appellate Practice

Status: In Good Standing Licensed: 7 Years

CONTACT

213 S Dillard St, Winter Garden, FL 34787

Wayne Bryant Becker

Commercial Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 39 Years

CONTACT

310 S Dillard St, Winter Garden, FL 34787

Ginger Renee Lore

Estate Planning, Child Custody, Elder Law, Commercial Real Estate, Trusts

Status: In Good Standing

CONTACT

20 S Main St, Winter Garden, FL 34787

Eric S. Mashburn

Wills & Probate, Trusts, Corporate, Business Organization

Status: In Good Standing Licensed: 46 Years

CONTACT

Winter Garden, FL 34777

Russell Clark Roby

Intellectual Property, Trusts, Internet

Status: In Good Standing Licensed: 13 Years

CONTACT

408 Mary Ellen Court, Winter Garden, FL 34787

Verna Garmon

General Practice

Status: Inactive Licensed: 46 Years

CONTACT

1829 Carden Ct, Orlando, FL 32818

Kendra Lee Jowers

General Practice

Status: In Good Standing Licensed: 15 Years

CONTACT

7065 Westpointe Blvd, Orlando, FL 32835

Kendra Eleanor Parris

Health Care, Wills, Trusts, Guardianships & Conservatorships

Status: In Good Standing Licensed: 15 Years

CONTACT

7065 Westpointe Blvd, Orlando, FL 32835

Lynn Walker Wright

Trusts, Collaborative Law, Family Law, Child Custody

Status: In Good Standing Licensed: 39 Years

CONTACT

2813 S Hiawassee Rd, Orlando, FL 32835

Stephen deHart Schwarz

Wills, Trusts, Guardianships & Conservatorships

Status: In Good Standing Licensed: 27 Years

CONTACT

15446 Heron Hideaway Cir, Winter Garden, FL 34787

800-923-0641

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LEGAL TERMS

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.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

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.

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.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

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.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

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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Ocoee Trusts Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Christopher Isbel

Wayne Bryant Becker

Ginger Renee Lore

Eric S. Mashburn

Russell Clark Roby

Verna Garmon

Kendra Lee Jowers

Kendra Eleanor Parris

Lynn Walker Wright

Stephen deHart Schwarz

TIPS

LEGAL TERMS

ENTITY

OFFICER

SELF-PROVING WILL

QDOT TRUST

ENDOWMENT INSURANCE

STATUTORY SHARE

GENERATION-SKIPPING TRUST

INTESTATE SUCCESSION

CONSERVATOR

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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