Olustee Estate Planning Lawyer, Florida, page 3

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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

John Wilson Humes

Estate Planning, Elder Law, Administrative Law, Business

Status: In Good Standing Licensed: 52 Years

CONTACT

4135 Lakeside Dr, Jacksonville, FL 32210

Charles W. Littell

Federal Trial Practice, Trusts, Estate Planning, Business & Trade

Status: In Good Standing

CONTACT

3701 Nw 40Th Terrace, Gainesville, FL 32606

Stephen Orner Hart

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

Status: In Good Standing Licensed: 55 Years

CONTACT

155 Nw Berea Ave, Keystone Heights, FL 32656

Ashlie Nichole Luckey

Other, Estate Planning, Family Law, Accident & Injury

Status: In Good Standing Licensed: 14 Years

CONTACT

4045 Nw 43Rd St, Gainesville, FL 32606

Kelley Daniel Jones

Commercial Real Estate, Real Estate, Estate Planning

Status: In Good Standing Licensed: 25 Years

CONTACT

4110 Nw 37Th Pl, Gainesville, FL 32606

Adam Stephen Towers

Estate Planning, Landlord-Tenant, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

2700 NW 43rd St, Gainesville, FL 32606

Thomas Carl Santoro

Commercial Real Estate, Estate Planning, Employment

Status: In Good Standing Licensed: 46 Years

CONTACT

1700 Wells Rd, Fleming Island, FL 32073

Carl Lloyd Johnson

Commercial Real Estate, Land Use & Zoning, Federal Appellate Practice, Estate Planning

Status: In Good Standing Licensed: 52 Years

CONTACT

4421 Nw 39Th Ave, Gainesville, FL 32606

Bennett Asbury Hutson

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

Status: In Good Standing

CONTACT

2750 Nw 43Rd St, Gainesville, FL 32606

Peter C Focks

Commercial Real Estate, Lawsuit & Dispute, Estate Planning, Business

Status: In Good Standing Licensed: 15 Years

CONTACT

2630 Nw 41St St, Gainesville, FL 32606

800-923-0641

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LEGAL TERMS

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

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.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

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.

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.

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 3

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

John Wilson Humes

Charles W. Littell

Stephen Orner Hart

Ashlie Nichole Luckey

Kelley Daniel Jones

Adam Stephen Towers

Thomas Carl Santoro

Carl Lloyd Johnson

Bennett Asbury Hutson

Peter C Focks

TIPS

LEGAL TERMS

SURVIVING SPOUSE'S TRUST

DOWER AND CURTESY

HOLOGRAPHIC WILL

GRANTOR RETAINED INCOME TRUST

LETTERS TESTAMENTARY

ABSTRACT OF TRUST

TESTAMENTARY TRUST

INVESTOR

DEATH TAXES

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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