Branford Estate Planning 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
1. Contact
2. Email
3. Refer
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Includes: Gift Taxation

Katherine L. Floyd

Estate, Wills & Probate, Estate Planning, Landlord-Tenant

Status: In Good Standing

CONTACT

4545 NW 8th Avenue, Gainesville, FL 32605

Thomas G. Christmann

Business Organization, Estate Administration, Estate Planning, Tax

Status: In Good Standing

CONTACT

18 NW 33 Court, Gainesville, FL 32607

Laura Ann Fouraker-Gardner

Commercial Real Estate, Dispute Resolution, International Tax, Estate Planning

Status: In Good Standing Licensed: 29 Years

CONTACT

Lake City, FL 32056

Marlin Marion Feagle

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 50 Years

CONTACT

Lake City, FL 32056

Terry R Mcdavid

General Practice

Status: In Good Standing Licensed: 61 Years

CONTACT

Lake City, FL 32056

Brent Edward Baris

Commercial Real Estate, Real Estate, State and Local, Estate Planning

Status: In Good Standing Licensed: 28 Years

CONTACT

15906 Nw 288Th Ln, Alachua, FL 32615

Herbert F Darby

Commercial Real Estate, State and Local, Estate Planning, Corporate

Status: In Good Standing Licensed: 75 Years

CONTACT

343 Sw Stonegate Ter, Lake City, FL 32024

Darryl John Tompkins

Residential Real Estate, Commercial Real Estate, Real Estate, Estate Planning

Status: In Good Standing Licensed: 41 Years

CONTACT

Alachua, FL 32616

Douglas Kent McKoy

Commercial Real Estate, Land Use & Zoning, State and Local, Estate Planning

Status: In Good Standing Licensed: 12 Years

CONTACT

302 N Main St, Trenton, FL 32693

Bonnie Stevenson Green

General Practice

Status: In Good Standing Licensed: 28 Years

CONTACT

1241 S Marion Ave, Lake City, FL 32025

800-923-0641

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LEGAL TERMS

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.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

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.

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.

CREDIT SHELTER TRUST

See AB trust.

DEED OF TRUST

See trust deed.

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.

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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Branford Estate Planning Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Katherine L. Floyd

Thomas G. Christmann

Laura Ann Fouraker-Gardner

Marlin Marion Feagle

Terry R Mcdavid

Brent Edward Baris

Herbert F Darby

Darryl John Tompkins

Douglas Kent McKoy

Bonnie Stevenson Green

TIPS

LEGAL TERMS

FAMILY ALLOWANCE

KINDRED

REAL ESTATE AGENT

ANCILLARY PROBATE

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

CREDIT SHELTER TRUST

DEED OF TRUST

QDOT TRUST

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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