Perry 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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Cathleen Kenney Curtis

Commercial Real Estate, Trusts, Estate Planning

Status: In Good Standing Licensed: 18 Years

CONTACT

103 N Jefferson St, Perry, FL 32347

Clay Alan Schnitker

Mediation, Federal Appellate Practice, Trusts, Business & Trade

Status: In Good Standing Licensed: 42 Years

CONTACT

Madison, FL 32341

Scot B Copeland Pl

Real Estate, Trusts, Personal Injury, Wills & Probate

Status: In Good Standing

CONTACT

174 E Base St, Madison, FL 32340

Sandra Kay Haas

Other, Wills, Trusts, Family Law

Status: In Good Standing Licensed: 34 Years

CONTACT

Mc Alpin, FL 32062

Saundra G Swift

Federal Appellate Practice, Trusts, Adoption, Civil Rights

Status: In Good Standing Licensed: 30 Years

CONTACT

3987 Louvinia Dr, Tallahassee, FL 32311

Elizabeth Anne Montgomery

Government Contract, Trusts, Civil Rights, Corporate

Status: In Good Standing Licensed: 25 Years

CONTACT

1060 Corby Ct, Tallahassee, FL 32317

Harry Lewis Michaels

Real Estate, State Trial Practice, Trusts

Status: Deceased Licensed: 73 Years

CONTACT

Tallahassee, FL 32317

Shannon Lindsey Mathews

Trusts, Estate, Business & Trade, Corporate

Status: In Good Standing Licensed: 11 Years

CONTACT

9781 Rosa Mistica Ct, Tallahassee, FL 32317

Twyla Lawrene Sketchley

Trusts, Estate Planning, Guardianships & Conservatorships, Elder Law

Status: In Good Standing Licensed: 25 Years

CONTACT

3689 Coolidge Court, Tallahassee, FL 32311

Twyla L. Sketchley

Trusts, Estate Planning, Guardianships & Conservatorships, Elder Law

Status: In Good Standing Licensed: 25 Years

CONTACT

3689 Coolidge Court, Tallahassee, FL 32311

800-923-0641

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LEGAL TERMS

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

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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Perry Trusts Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Cathleen Kenney Curtis

Clay Alan Schnitker

Scot B Copeland Pl

Sandra Kay Haas

Saundra G Swift

Elizabeth Anne Montgomery

Harry Lewis Michaels

Shannon Lindsey Mathews

Twyla Lawrene Sketchley

Twyla L. Sketchley

TIPS

LEGAL TERMS

SPENDTHRIFT TRUST

LIVING TRUST

NONPROBATE

GRANT DEED

PETITION

EXEMPTION TRUST

REAL ESTATE AGENT

DISTRIBUTEE

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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