Olustee Estate Planning Lawyer, Florida, page 4

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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 Nickolas Alexander

Other, Commercial Real Estate, Estate Planning, Family Law

Status: In Good Standing Licensed: 47 Years

CONTACT

1532 Kingsley Ave, Fleming Island, FL 32073

Duane Charles Romanello

Commercial Real Estate, Real Estate, Estate Planning, Bankruptcy, Malpractice

Status: In Good Standing Licensed: 28 Years

CONTACT

1919 Blanding Blvd, Jacksonville, FL 32210

Douglas John Milne

Real Estate, Dispute Resolution, Estate Planning, Elder Law

Status: In Good Standing Licensed: 56 Years

CONTACT

1912 Hamilton St, Jacksonville, FL 32210

Larry Edward Ciesla

Commercial Real Estate, International, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 45 Years

CONTACT

4400 Nw 23Rd Ave, Gainesville, FL 32606

John Charles Bovay

Motor Vehicle, International Tax, Estate Planning

Status: In Good Standing Licensed: 42 Years

CONTACT

3940 NW 16th Blvd, Gainesville, FL 32605

Mark A Reinsch

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

Status: In Good Standing Licensed: 41 Years

CONTACT

2700 Lake Shore Blvd, Jacksonville, FL 32210

Ellen Reiser Gershow

Commercial Real Estate, International Tax, Estate Planning

Status: In Good Standing

CONTACT

3940 Nw 16Th Blvd, Gainesville, FL 32605

James Daniels Salter

Commercial Real Estate, Real Estate, Estate Planning, Business

Status: In Good Standing

CONTACT

3940 Nw 16Th Blvd, Gainesville, FL 32605

Denise Lowry Hutson

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

Status: In Good Standing

CONTACT

3940 Nw 16Th Blvd, Gainesville, FL 32605

John Frederick Roscow

Commercial Real Estate, Real Estate, Estate Planning, Estate

Status: In Good Standing Licensed: 58 Years

CONTACT

2120 Nw 23Rd St, Gainesville, FL 32605

800-923-0641

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LEGAL TERMS

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.

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.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

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.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

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.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

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.

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.

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 4

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

John Nickolas Alexander

Duane Charles Romanello

Douglas John Milne

Larry Edward Ciesla

John Charles Bovay

Mark A Reinsch

Ellen Reiser Gershow

James Daniels Salter

Denise Lowry Hutson

John Frederick Roscow

TIPS

LEGAL TERMS

TRUST MERGER

OFFICER

ANCILLARY PROBATE

EXECUTOR

BENEFICIARY

LETTERS TESTAMENTARY

ALTERNATE BENEFICIARY

INVESTOR

POWER OF APPOINTMENT

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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