Westville Estate Planning 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
1. Contact
2. Email
3. Refer
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6. Website
7. Profile

Includes: Gift Taxation

Brian A. Montague

Corporate, Estate Planning, Construction, Trademark

Status: In Good Standing

CONTACT

24700 Us Highway 331 S, Santa Rosa Beach, FL 32459

Steven Lawrence Applebaum

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 33 Years

CONTACT

5753 Highway 85 N, Crestview, FL 32536

Daniel Scott Frankfurt

Commercial Real Estate, Estate Planning, Business & Trade

Status: In Good Standing Licensed: 22 Years

CONTACT

Santa Rosa Beach, FL 32459

Svetlana Hillis

Timeshare, Estate Planning, Business, Contract

Status: In Good Standing Licensed: 8 Years

CONTACT

2063 S County Highway, Santa Rosa Beach, FL 32459

Robert Lee Kauffman

Land Use & Zoning, Lawsuit & Dispute, Estate Planning, Business

Status: In Good Standing Licensed: 15 Years

CONTACT

2063 S County Highway, Santa Rosa Beach, FL 32459

Alison Etheredge Hand

Estate Planning, Workers' Compensation, Business & Trade, Personal Injury

Status: In Good Standing Licensed: 25 Years

CONTACT

111 N County Highway, Santa Rosa Beach, FL 32459

David Harper Milam

Commercial Real Estate, Real Estate, Estate Planning, Business

Status: In Good Standing

CONTACT

2063 S County Highway, Santa Rosa Beach, FL 32459

Michael Stewart Nelson

Tax, Wills, Gift Taxation

Status: Inactive Licensed: 22 Years

CONTACT

25 S Wildflower Dr, Santa Rosa Beach, FL 32459

Mark Henzler Welton

Civil Rights, Adoption, Estate Planning, Personal Injury, Federal Appellate Practice

Status: In Good Standing Licensed: 31 Years

CONTACT

1020 S Ferdon Blvd, Crestview, FL 32536

Kyle D. Hart

Other, Estate Planning, Business

Status: In Good Standing Licensed: 9 Years

CONTACT

4400 E Highway 20, Niceville, FL 32578

800-923-0641

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LEGAL TERMS

ADEMPTION

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she di... (more...)

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she dies. Often this happens because the property has been sold, destroyed or given away to someone other than the beneficiary named in the will. A bequest may also be adeemed when the will maker, while still living, gives the property to the intended beneficiary (called 'ademption by satisfaction'). When a bequest is adeemed, the beneficiary named in the will is out of luck; he or she doesn't get cash or a different item of property to replace the one that was described in the will. For example, Mark writes in his will, 'I leave to Rob the family vehicle,' but then trades in his car in for a jet ski. When Mark dies, Rob will receive nothing. Frustrated beneficiaries may challenge an ademption in court, especially if the property was not clearly identified in the first place.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

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.

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.

MARITAL LIFE ESTATE TRUST

See AB trust.

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.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

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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Westville Estate Planning Lawyer, Florida, page 2

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Brian A. Montague

Steven Lawrence Applebaum

Daniel Scott Frankfurt

Svetlana Hillis

Robert Lee Kauffman

Alison Etheredge Hand

David Harper Milam

Michael Stewart Nelson

Mark Henzler Welton

Kyle D. Hart

TIPS

LEGAL TERMS

ADEMPTION

PROBATE COURT

GROSS ESTATE

RULE AGAINST PERPETUITIES

INVENTORY

MARITAL LIFE ESTATE TRUST

ADMINISTRATION (OF AN ESTATE)

STATUTORY SHARE

SUCCESSION

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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