Altamonte Springs Estate Lawyer, Florida, page 6

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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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Mary Lynn Sneed

Land Use & Zoning, State and Local, Government, Estate

Status: In Good Standing Licensed: 32 Years

CONTACT

225 Newburyport Ave, Altamonte Springs, FL 32701

Amy R. Steiner

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

Status: In Good Standing Licensed: 20 Years

CONTACT

797 Douglas Ave, Altamonte Springs, FL 32714

Lawrence Ray Steiner

Commercial Real Estate, Real Estate, Estate Planning, Business

Status: In Good Standing Licensed: 49 Years

CONTACT

797 Douglas Ave, Altamonte Springs, FL 32714

William Glenn Roy

Commercial Real Estate, Federal Appellate Practice, Estate Planning, Family Law

Status: In Good Standing Licensed: 45 Years

CONTACT

411 W Central Pkwy, Altamonte Springs, FL 32714

Winston L. Cole

Entertainment, Commercial Real Estate, Estate Planning, Other

Status: In Good Standing Licensed: 10 Years

CONTACT

321 Montgomery Rd, Altamonte Springs, FL 32716

John Gihon

Immigration, Estate Planning, Criminal

Status: In Good Standing Licensed: 22 Years

CONTACT

409 Montgomery Rd, Altamonte Springs, FL 32714

Truleia Rene Fuller

Family Law, Commercial Real Estate, Juvenile Law, Estate Planning, Trusts

Status: In Good Standing Licensed: 12 Years

CONTACT

409 Montgomery Rd, Altamonte Springs, FL 32714

Evgeniya V Burganova

Civil Rights, Family Law, Trusts, Insurance

Status: In Good Standing Licensed: 15 Years

CONTACT

491 Montgomery Pl, Altamonte Springs, FL 32714

Melissa Escoffery

Immigration, Estate, Divorce & Family Law, Civil & Human Rights

Status: In Good Standing

CONTACT

415 Montgomery Rd, Altamonte Springs, FL 32714

Stephanie Woods

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 20 Years

CONTACT

999 Douglas Ave., Altamonte Springs, FL 32714

800-923-0641

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LEGAL TERMS

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

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.

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.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

SURROGATE COURT

See probate court.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

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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Altamonte Springs Estate Lawyer, Florida, page 6

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Mary Lynn Sneed

Amy R. Steiner

Lawrence Ray Steiner

William Glenn Roy

Winston L. Cole

John Gihon

Truleia Rene Fuller

Evgeniya V Burganova

Melissa Escoffery

Stephanie Woods

TIPS

LEGAL TERMS

EXECUTOR

ACCUMULATION TRUST

DISTRIBUTEE

FINAL BENEFICIARY

SURROGATE COURT

ESTATE TAXES

DISINHERIT

LETTERS TESTAMENTARY

AB TRUST

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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