Olustee 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
1. Contact
2. Email
3. Refer
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Includes: Gift Taxation

Katherine L. Floyd

Estate, Wills & Probate, Estate Planning, Landlord-Tenant

Status: In Good Standing

CONTACT

4545 NW 8th Avenue, Gainesville, FL 32605

Teresa Byrd Morgan

Federal Appellate Practice, Wills, Estate Planning, Elder Law

Status: In Good Standing Licensed: 37 Years

CONTACT

234 E Duval St, Lake City, FL 32055

John Justin Kendron

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

Status: In Good Standing

CONTACT

582 W Duval St, Lake City, FL 32055

Bonnie Stevenson Green

General Practice

Status: In Good Standing Licensed: 28 Years

CONTACT

1241 S Marion Ave, Lake City, FL 32025

Herbert F Darby

Commercial Real Estate, State and Local, Estate Planning, Corporate

Status: In Good Standing Licensed: 75 Years

CONTACT

343 Sw Stonegate Ter, Lake City, FL 32024

Sharon Renee Parks

Commercial Real Estate, Real Estate, Estate Planning, Estate

Status: In Good Standing Licensed: 36 Years

CONTACT

10772 Saint Marys Cir W, Macclenny, FL 32063

Laura Ann Fouraker-Gardner

Commercial Real Estate, Dispute Resolution, International Tax, Estate Planning

Status: In Good Standing Licensed: 29 Years

CONTACT

Lake City, FL 32056

Marlin Marion Feagle

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 50 Years

CONTACT

Lake City, FL 32056

Brent Edward Baris

Commercial Real Estate, Real Estate, State and Local, Estate Planning

Status: In Good Standing Licensed: 28 Years

CONTACT

15906 Nw 288Th Ln, Alachua, FL 32615

Terry R Mcdavid

General Practice

Status: In Good Standing Licensed: 61 Years

CONTACT

Lake City, FL 32056

800-923-0641

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LEGAL TERMS

FAMILY POT TRUST

See pot trust.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

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.

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

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.

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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Olustee Estate Planning Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Katherine L. Floyd

Teresa Byrd Morgan

John Justin Kendron

Bonnie Stevenson Green

Herbert F Darby

Sharon Renee Parks

Laura Ann Fouraker-Gardner

Marlin Marion Feagle

Brent Edward Baris

Terry R Mcdavid

TIPS

LEGAL TERMS

FAMILY POT TRUST

GENERATION-SKIPPING TRANSFER TAX

INVESTOR

LETTERS TESTAMENTARY

CONSERVATOR

SECONDARY MEANING

AUGMENTED ESTATE

KINDRED

GRANT DEED

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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