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:

CONTACT

4545 NW 8th Avenue, Gainesville, FL 32605

Teresa Byrd Morgan

Federal Appellate Practice, Wills, Estate Planning, Elder Law

Status: 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:

CONTACT

582 W Duval St, Lake City, FL 32055

Bonnie Stevenson Green

General Practice

Status: 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: Licensed: 76 Years

CONTACT

343 Sw Stonegate Ter, Lake City, FL 32024

Sharon Renee Parks

Commercial Real Estate, Real Estate, Estate Planning, Estate

Status: 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: Licensed: 29 Years

CONTACT

Lake City, FL 32056

Marlin Marion Feagle

Commercial Real Estate, Estate Planning

Status: Licensed: 51 Years

CONTACT

Lake City, FL 32056

Brent Edward Baris

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

Status: Licensed: 28 Years

CONTACT

15906 Nw 288Th Ln, Alachua, FL 32615

Terry R Mcdavid

General Practice

Status: Licensed: 61 Years

CONTACT

Lake City, FL 32056

800-923-0641

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LEGAL TERMS

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

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.

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.

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).

DEED OF TRUST

See trust deed.

KINDRED

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

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

PROPERTY CONTROL TRUST

TAKING AGAINST THE WILL

FAILURE OF ISSUE

SELF-PROVING WILL

SURVIVING SPOUSE'S TRUST

POWER OF APPOINTMENT

GRANTOR RETAINED INCOME TRUST

DEED OF TRUST

KINDRED

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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