Oviedo Trusts 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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Peggy Hoyt

Commercial Real Estate, Trusts, Guardianships & Conservatorships, Elder Law

Status: In Good Standing

CONTACT

254 Plaza Drive, Oviedo, FL 32765

Margaret Rose Hoyt

Elder Law, Trusts, Mediation, Business & Trade

Status: In Good Standing Licensed: 31 Years

CONTACT

254 Plaza Dr, Oviedo, FL 32765

Randy C Bryan

Commercial Real Estate, International Tax, Trusts, Elder Law

Status: In Good Standing

CONTACT

254 Plaza Dr, Oviedo, FL 32765

Joseph Torres

Litigation, Federal Appellate Practice, Trusts, Family Law

Status: In Good Standing Licensed: 40 Years

CONTACT

2270 Alafaya Trl, Oviedo, FL 32765

Jeffrey Lawrence Kaplan

Federal Appellate Practice, Trusts, Corporate, Bankruptcy

Status: In Good Standing Licensed: 40 Years

CONTACT

130 Remington Dr, Oviedo, FL 32765

Lance Anthony Ragland

Real Estate, Wills, Trusts, Estate

Status: In Good Standing Licensed: 27 Years

CONTACT

2461 West SR 426, Oviedo, FL 32765

Julie Eason Smith

Real Estate, Trusts, Wills & Probate

Status: In Good Standing Licensed: 33 Years

CONTACT

2060 Winter Springs Blvd, Oviedo, FL 32765

Robert J Hutchins

Contract, International Tax, Trusts, Commercial Real Estate

Status: In Good Standing Licensed: 40 Years

CONTACT

1170 Tree Swallow Dr, Casselberry, FL 32708

William W Fernandez

Real Estate, Wills, Trusts, Estate

Status: In Good Standing Licensed: 55 Years

CONTACT

250 E Panama Rd, Casselberry, FL 32708

Nancy Sue Freeman

Wills & Probate, Trusts, Estate, Corporate

Status: In Good Standing Licensed: 32 Years

CONTACT

2461 W State Road 426, Oviedo, FL 32765

800-923-0641

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LEGAL TERMS

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

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.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

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.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

SAMPLE LEGAL CASES

Doe v. Doe

... [1] The trusts administered by the Trustees include class gifts to the grandchildren of the settlors, Chester P. Doe, Jr. (Chester Jr.) and Eleanor Warren Doe (Eleanor). ... I. THE FACTS. A. The Trusts. On June 28, 1988, Chester Jr. ...

Parker v. Shullman

... Each of these trusts had sub-trusts for her daughter Lauri and granddaughter Cassie. Barbara designated 645 Shullman as the successor trustee of all of the trusts. ... When Barbara died, Shullman became trustee of the trusts. ...

Timmons v. Ingrahm

... In his will, Frank Sr. created two trusts: the Timmons Family Trust ("Family Trust") and the Timmons Marital Trust ("Marital Trust"). [1] The Timmons Family Trust was valued at $650,000. ... Myrtle was the sole income beneficiary of the trusts during her lifetime. ...

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Oviedo Trusts Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Peggy Hoyt

Margaret Rose Hoyt

Randy C Bryan

Joseph Torres

Jeffrey Lawrence Kaplan

Lance Anthony Ragland

Julie Eason Smith

Robert J Hutchins

William W Fernandez

Nancy Sue Freeman

TIPS

LEGAL TERMS

RESIDUARY BENEFICIARY

TRUST DEED

OFFICER

CHARITABLE TRUST

BYPASS TRUST

ESTATE TAXES

SURVIVING SPOUSE'S TRUST

ADMINISTRATION (OF AN ESTATE)

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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