Williston 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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Aaron L. Moore

Wills, Estate Administration, Wills & Probate, Trusts

Status: In Good Standing

CONTACT

18 NW 33 Court, Gainesville, FL 32607

Aaron Scott Toney

Commercial Real Estate, Trusts, Elder Law, Personal Injury

Status: In Good Standing Licensed: 31 Years

CONTACT

925 Nw 56Th Ter, Gainesville, FL 32605

Abel Torres

Health Care Other, Trusts

Status: In Good Standing Licensed: 33 Years

CONTACT

4682 Sw 48Th Dr, Gainesville, FL 32608

Adam Stephen Towers

Estate Planning, Landlord-Tenant, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

2700 NW 43rd St, Gainesville, FL 32606

Adriane Maura Isenberg

Trusts, Family Law, Adoption, Civil Rights

Status: In Good Standing Licensed: 26 Years

CONTACT

912 N.W. 56Th Terrace, Gainesville, FL 32605

Blakely Scott Moore

Wills & Probate, Trusts, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

200 Nw 75Th Dr, Gainesville, FL 32607

Bruce Edward Hoffman

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

Status: In Good Standing Licensed: 43 Years

CONTACT

2917 Nw 9Th Pl, Gainesville, FL 32605

Charles B. Koval

Real Estate, Health Care, Trusts, Life & Health

Status: In Good Standing

CONTACT

10714 Nw 18Th Ct, Gainesville, FL 32606

Charles Michael David

Trusts, Estate Planning, Estate, Divorce & Family Law

Status: In Good Standing Licensed: 14 Years

CONTACT

Gainesville, FL 32614

Charles Benjamin Koval

Health Care, Corporate, Life & Health, Trusts

Status: In Good Standing Licensed: 38 Years

CONTACT

2770 Nw 43Rd St, Gainesville, FL 32606

800-923-0641

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LEGAL TERMS

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

CURATOR

See conservator.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

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.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

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.

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.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

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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Williston Trusts Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Aaron L. Moore

Aaron Scott Toney

Abel Torres

Adam Stephen Towers

Adriane Maura Isenberg

Blakely Scott Moore

Bruce Edward Hoffman

Charles B. Koval

Charles Michael David

Charles Benjamin Koval

TIPS

LEGAL TERMS

RESIDUARY ESTATE

CURATOR

SWEARING MATCH

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

QDOT TRUST

SURVIVING SPOUSE'S TRUST

STATUTORY SHARE

POUR-OVER WILL

INCOMPETENCE

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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