Ponte Vedra Beach Estate Lawyer, Florida, page 2

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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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Sean Patrick Mason

Commercial Real Estate, Trusts, Estate, Family Law, Elder Law

Status: In Good Standing Licensed: 15 Years

CONTACT

330 A1A N, Ponte Vedra Beach, FL 32082

Lara Alexis Mason

Commercial Real Estate, Trusts, Family Law, Elder Law

Status: In Good Standing Licensed: 24 Years

CONTACT

330 A1A N, Ponte Vedra Beach, FL 32082

Dan Armstrong

Commercial Real Estate, Trusts, Elder Law, Business & Trade, Business

Status: In Good Standing Licensed: 23 Years

CONTACT

Ponte Vedra Beach, FL 32004

Alisa D. Wilkes

Estate, Bankruptcy & Debt, Wrongful Death, Personal Injury

Status: In Good Standing Licensed: 15 Years

FREE CONSULTATION

CONTACT

13400 S. Sutton Park Dr., Jacksonville, FL 32224

Heather M Reynolds

Commercial Real Estate, Real Estate, Estate Planning

Status: In Good Standing Licensed: 22 Years

CONTACT

50 A1A N, Ponte Vedra Beach, FL 32082

Timothy Michael Shippee

Commercial Real Estate, Real Estate, Estate Planning, Business

Status: In Good Standing Licensed: 22 Years

CONTACT

50 A1A N, Ponte Vedra Beach, FL 32082

Ruth K McDonald

Commercial Real Estate, Real Estate, Estate Planning, Business

Status: In Good Standing Licensed: 19 Years

CONTACT

50 A1A N, Ponte Vedra Beach, FL 32082

Eric Niles McKay

Estate, Contract, Bankruptcy & Debt, Credit & Debt

Status: In Good Standing Licensed: 23 Years

CONTACT

3948 3Rd Street South, Jacksonville Beach, FL 32250

Amanda Marie Thoele

Trusts, Family Law, Civil Rights, Personal Injury

Status: In Good Standing

CONTACT

5262 Commissioners Dr, Jacksonville, FL 32224

Yasmin W. Adamy

Commercial Real Estate, Real Estate, Estate Planning, Elder Law

Status: In Good Standing Licensed: 15 Years

CONTACT

2850 Isabella Blvd, Jacksonville, FL 32250

800-923-0641

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LEGAL TERMS

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

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.

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.

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.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living 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 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). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

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.

SAMPLE LEGAL CASES

In re Estate of McKibbin

In re ESTATE of Loyette D. McKIBBIN, deceased. Larry H. McKibbin, as Personal Representative of the Estate of Loyette D. McKibbin, Appellant, v. Alterra Health Care Corporation a/k/a Alterra Healthcare Corporation; Beth M. Guinn a/k/a Beth Marie Waters Guinn; Tammie ...

Estate of Johnson v. Badger Acquisition

Failing to appropriately monitor the dispensing of medication for Norma J. Johnson; failing to appropriately monitor the proximity in which the same medication was dispensed for Norma J. Johnson; failing to adequately monitor Norma J. Johnson's medication administration; ...

SOVEREIGN HEALTHCARE v. Estate of Huerta

SOVEREIGN HEALTHCARE OF TAMPA, LLC, a/k/a Sovereign Healthcare of Tampa, LLC, d/b/a Sovereign Healthcare of Tampa (as to Bayshore Pointe Nursing & Rehab Center), Appellant, v. The ESTATE OF Florinda HUERTA, by and through Dennis HUERTA, ...

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Ponte Vedra Beach Estate Lawyer, Florida, page 2

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Sean Patrick Mason

Lara Alexis Mason

Dan Armstrong

Alisa D. Wilkes

Heather M Reynolds

Timothy Michael Shippee

Ruth K McDonald

Eric Niles McKay

Amanda Marie Thoele

Yasmin W. Adamy

TIPS

LEGAL TERMS

PUBLISHED WORK

DISCHARGE (OF PROBATE ADMINISTRATOR)

TRUST DEED

EXEMPTION TRUST

PER STIRPES

TESTAMENTARY TRUST

RULE AGAINST PERPETUITIES

FAMILY ALLOWANCE

PETITION

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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