Baker County, FL Estate Planning Lawyers

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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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Includes: Gift Taxation

Not enough matches for Baker Estate Planning lawyer.
Below are all Baker lawyers.

Frank Edward Maloney

State and Local, Family Law, Elder Law, Contract

Status: In Good Standing Licensed: 53 Years

CONTACT

445 E Macclenny Ave, Macclenny, FL 32063

James Melton Bessinger

General Practice

Status: In Good Standing Licensed: 32 Years

CONTACT

7508 Odis Yarborough Rd, Glen Saint Mary, FL 32040

Granvel Sidney Kirkland

General Practice

Status: In Good Standing Licensed: 64 Years

CONTACT

Glen Saint Mary, FL 32040

George Herbert Nelson

Criminal

Status: In Good Standing Licensed: 38 Years

CONTACT

81 N 3Rd St, Macclenny, FL 32063

Sharon Renee Parks

Commercial Real Estate, Real Estate, Estate Planning, Estate

Status: In Good Standing Licensed: 36 Years

CONTACT

10772 Saint Marys Cir W, Macclenny, FL 32063

Joseph Monroe Williams

General Practice

Status: In Good Standing Licensed: 35 Years

CONTACT

445 E Macclenny Ave, Macclenny, FL 32063

Michael J Minerva

Criminal

Status: In Good Standing Licensed: 59 Years

CONTACT

481 E Jonathan St, Macclenny, FL 32063

Douglas Edward Massey

General Practice

Status: In Good Standing Licensed: 20 Years

CONTACT

Macclenny, FL 32063

Janice F Bessinger

General Practice

Status: In Good Standing Licensed: 37 Years

CONTACT

Macclenny, FL 32063

Darla Jean Christopher

Visa, Family Law, Divorce & Family Law, Criminal

Status: In Good Standing Licensed: 38 Years

CONTACT

144 W Macclenny Ave, Macclenny, FL 32063

800-923-0641

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LEGAL TERMS

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

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.

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.

FAMILY POT TRUST

See pot trust.

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.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

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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Baker County, FL Estate Planning Lawyers

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Frank Edward Maloney

James Melton Bessinger

Granvel Sidney Kirkland

George Herbert Nelson

Sharon Renee Parks

Joseph Monroe Williams

Michael J Minerva

Douglas Edward Massey

Janice F Bessinger

Darla Jean Christopher

TIPS

LEGAL TERMS

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

INTESTATE

PETITION

EXEMPTION TRUST

INVENTORY

FAMILY POT TRUST

STATUTORY SHARE

GENERATION-SKIPPING TRUST

INTER VIVOS TRUST

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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