Olustee 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

Darryl John Tompkins

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

Status: In Good Standing Licensed: 41 Years

CONTACT

Alachua, FL 32616

Susan Logan Mikolaitis

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 21 Years

CONTACT

Alachua, FL 32616

Marvin Wecker Bingham

Commercial Real Estate, Real Estate, Estate Planning, Business

Status: In Good Standing Licensed: 49 Years

CONTACT

Alachua, FL 32616

Adam Luther Morrison

Commercial Real Estate, Federal Trial Practice, Federal Appellate Practice, Estate Planning

Status: In Good Standing Licensed: 18 Years

CONTACT

108 Howard St W, Live Oak, FL 32064

Dana Edmisten Hill

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 31 Years

CONTACT

230 Court St Se, Live Oak, FL 32064

Kimberly Gail Bosshardt

Commercial Real Estate, Real Estate, Estate Planning, Estate, Other

Status: In Good Standing Licensed: 21 Years

CONTACT

5532 Nw 43Rd St, Gainesville, FL 32653

Jonathan Scott Bense

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

Status: In Good Standing Licensed: 15 Years

CONTACT

4731 Nw 53Rd Ave, Gainesville, FL 32653

Caleb Knepper

Commercial Real Estate, International Tax, Estate Planning, Estate

Status: In Good Standing Licensed: 9 Years

CONTACT

5618 NW 43rd St, Gainesville, FL 32653

Ramona M Chance

Real Estate, Estate Planning

Status: In Good Standing Licensed: 42 Years

CONTACT

4703 NW 53rd Ave, Gainesville, FL 32653

Adam Daniel Roark

Wills & Probate, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 17 Years

CONTACT

4229 NW 43rd St, Gainesville, FL 32606

800-923-0641

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LEGAL TERMS

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

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.

ADEMPTION

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she di... (more...)

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she dies. Often this happens because the property has been sold, destroyed or given away to someone other than the beneficiary named in the will. A bequest may also be adeemed when the will maker, while still living, gives the property to the intended beneficiary (called 'ademption by satisfaction'). When a bequest is adeemed, the beneficiary named in the will is out of luck; he or she doesn't get cash or a different item of property to replace the one that was described in the will. For example, Mark writes in his will, 'I leave to Rob the family vehicle,' but then trades in his car in for a jet ski. When Mark dies, Rob will receive nothing. Frustrated beneficiaries may challenge an ademption in court, especially if the property was not clearly identified in the first place.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

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, page 2

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Darryl John Tompkins

Susan Logan Mikolaitis

Marvin Wecker Bingham

Adam Luther Morrison

Dana Edmisten Hill

Kimberly Gail Bosshardt

Jonathan Scott Bense

Caleb Knepper

Ramona M Chance

Adam Daniel Roark

TIPS

LEGAL TERMS

DEATH TAXES

POWER OF APPOINTMENT

PERSONAL PROPERTY

EXECUTOR

GRANT DEED

ADEMPTION

IRREVOCABLE TRUST

LIVING TRUST

CERTIFIED COPY

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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