Palm Coast 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
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Includes: Gift Taxation

Frank J. Yong

Corporate Tax, Gift Taxation, Tax

Status: In Good Standing

CONTACT

444 Seabreeze Boulevard, Daytona Beach, FL 32118

Harry G. McConnell

Business Organization, Estate Planning, Guardianships & Conservatorships

Status: In Good Standing

CONTACT

444 Seabreeze Boulevard, Daytona Beach, FL 32118

B. Paul Katz

Estate Planning, Family Law, Banking & Finance, Personal Injury

Status: In Good Standing

CONTACT

1 Florida Park Dr. South, Palm Coast, FL 32137

Stephen Philip Sapienza

Commercial Real Estate, Government, Estate Planning, Family Law

Status: In Good Standing Licensed: 53 Years

CONTACT

300 N State St, Bunnell, FL 32110

James S Purdy

Wills, Estate Planning, Criminal

Status: In Good Standing Licensed: 46 Years

CONTACT

251 N Ridgewood Ave, Daytona Beach, FL 32114

Fred Barry Share

Commercial Real Estate, Lawsuit & Dispute, Estate Planning, Guardianships & Conservatorships

Status: In Good Standing Licensed: 46 Years

CONTACT

1092 Ridgewood Ave, Daytona Beach, FL 32117

John Stanley Norton

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

Status: In Good Standing Licensed: 49 Years

CONTACT

121 Fairview Ave, Daytona Beach, FL 32114

Lizzie L. Johnson

Estate Planning, Elder Law, Administrative Law, Bankruptcy

Status: In Good Standing Licensed: 21 Years

CONTACT

1440 N Nova Rd, Daytona Beach, FL 32117

Marsha Sharlene Johnson

Other, Aviation, Immigration, Estate Planning

Status: In Good Standing Licensed: 12 Years

CONTACT

412 N Halifax Ave, Daytona Beach, FL 32118

Trisha L Dellinger

Commercial Real Estate, Estate Planning, Elder Law, Medical Malpractice

Status: In Good Standing Licensed: 28 Years

CONTACT

1655 N Clyde Morris Blvd, Daytona Beach, FL 32117

800-923-0641

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LEGAL TERMS

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

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).

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

FUNDING A TRUST

Transferring ownership of property to a trust.

NET ESTATE

The value of all property owned at death less liabilities or debts.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

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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Palm Coast Estate Planning Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Frank J. Yong

Harry G. McConnell

B. Paul Katz

Stephen Philip Sapienza

James S Purdy

Fred Barry Share

John Stanley Norton

Lizzie L. Johnson

Marsha Sharlene Johnson

Trisha L Dellinger

TIPS

LEGAL TERMS

PREDECEASED SPOUSE

REMAINDERMAN

GRANTOR RETAINED INCOME TRUST

PROBATE

INVENTORY

FUNDING A TRUST

NET ESTATE

ACCUMULATION TRUST

INTER VIVOS TRUST

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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