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
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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

Jennifer K. Jones

Commercial Real Estate, Wills, Estate Planning

Status: In Good Standing Licensed: 10 Years

CONTACT

318 E Duval St, Lake City, FL 32055

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

Jason Moussa

General Practice

Status: In Good Standing Licensed: 17 Years

CONTACT

184 N Marion Ave, Lake City, FL 32055

Mark Edward Pionessa

Federal Trial Practice, Estate Planning, Administrative Law, Insurance

Status: In Good Standing Licensed: 11 Years

CONTACT

177 Nw Madison 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

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

Matthew Aaron Dukes

Land Use & Zoning, Real Estate, Estate Planning, Business, Commercial Real Estate

Status: In Good Standing Licensed: 8 Years

CONTACT

Lake Butler, FL 32054

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

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

800-923-0641

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LEGAL TERMS

FAMILY POT TRUST

See pot trust.

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.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

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.

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

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.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

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

Jennifer K. Jones

Teresa Byrd Morgan

Jason Moussa

Mark Edward Pionessa

Bonnie Stevenson Green

John Justin Kendron

Matthew Aaron Dukes

Sharon Renee Parks

Herbert F Darby

TIPS

LEGAL TERMS

FAMILY POT TRUST

INTESTATE

WILL

STATUTORY SHARE

PUBLISHED WORK

TRUST MERGER

TRUSTEE

BANKRUPTCY ESTATE

POUR-OVER WILL

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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