Orange County, FL Wills & Probate Lawyers, page 5

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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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Includes: Estate Administration, Living Wills, Wills

Stephen deHart Schwarz

Wills, Trusts, Guardianships & Conservatorships

Status: In Good Standing Licensed: 27 Years

CONTACT

15446 Heron Hideaway Cir, Winter Garden, FL 34787

Stephen Deh. Schwarz

Trusts, Guardianships & Conservatorships, Wills

Status: In Good Standing

CONTACT

15446 Heron Hideaway Cir, Winter Garden, FL 34787

Christine Lomas

Wills, Trusts, Family Law, Guardianships & Conservatorships

Status: In Good Standing Licensed: 14 Years

CONTACT

331 S Wymore Rd, Winter Park, FL 32789

Gregory William Meier

International Tax, Federal Appellate Practice, Wills, Business & Trade

Status: In Good Standing Licensed: 29 Years

CONTACT

1000 Legion Pl, Orlando, FL 32801

Stephen Dehart Schwarz

Trusts, Guardianships & Conservatorships, Wills

Status: In Good Standing

CONTACT

15446 Heron Hideaway Cir, Winter Garden, FL 34787

Yvette Rodriguez Brown

State Government, Wills, Trusts, Bankruptcy

Status: In Good Standing Licensed: 30 Years

CONTACT

332 N Magnolia Ave, Orlando, FL 32801

Edward Paul Blaisdell

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 17 Years

CONTACT

416 N Fern Creek Ave, Orlando, FL 32803

Kathleen Flammia

Estate, Wills & Probate, Trusts, Elder Law

Status: In Good Standing

CONTACT

2707 W Fairbanks Ave, Winter Park, FL 32789

Charles Ray Maxwell

Litigation, Wills & Probate, Family Law, Business

Status: In Good Standing

CONTACT

3975 S. Orange Blossom Trail, Orlando, FL 32839

Ashley Brooke White

Trusts, Commercial Real Estate, Wills, Estate Planning

Status: In Good Standing Licensed: 21 Years

CONTACT

9025 Shawn Park Pl, Orlando, FL 32819

800-923-0641

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LEGAL TERMS

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

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.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

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.

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.

IRREVOCABLE TRUST

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

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

After considering the Committee's proposals and reviewing the relevant legislation, we adopt all the Committee's proposals except the proposed amendment to subdivision (b) of rule 5.260. Consistent with statutory changes made by chapter 2010-132, section 3, Laws of ...

McCormick v. McCormick

... We have for review an order admitting to probate the Last Will and Testament of decedent Ferral Lee McCormick, Sr., but denying letters of administration to appellant Ferral Lee McCormick, Jr., whom the testate decedent had duly nominated as personal representative. ...

In re Guardianship of Shell

... VILLANTI, Judge. Lutheran Services Florida, Inc., the guardian of Bertha Shell, appeals from the probate court's order denying its objections to an earlier order that awarded Lutheran Services guardian's fees in an amount less than it requested. ...

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Orange County, FL Wills & Probate Lawyers, page 5

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Stephen deHart Schwarz

Stephen Deh. Schwarz

Christine Lomas

Gregory William Meier

Stephen Dehart Schwarz

Yvette Rodriguez Brown

Edward Paul Blaisdell

Kathleen Flammia

Charles Ray Maxwell

Ashley Brooke White

TIPS

LEGAL TERMS

DISCHARGE (OF PROBATE ADMINISTRATOR)

SPECIFIC BEQUEST

TRUST MERGER

PER CAPITA

SWEARING MATCH

PROPERTY CONTROL TRUST

EXECUTOR

IRREVOCABLE TRUST

CONTINGENT BENEFICIARY

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

McCormick v. McCormick

In re Guardianship of Shell

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