Candler 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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Colleen Marie Duris

Commercial Real Estate, Federal Appellate Practice, Trusts, Elder Law

Status: In Good Standing

CONTACT

500 Ne 8Th Ave, Ocala, FL 34470

Courtney Drew Durham

General Practice

Status: In Good Standing Licensed: 25 Years

CONTACT

226 NE Sanchez Ave, Ocala, FL 34470

Deborah Denise Holton

Power of Attorney, Real Estate, Trusts, Civil & Human Rights

Status: In Good Standing Licensed: 27 Years

CONTACT

3035 Se Maricamp Rd, Ocala, FL 34471

James Leonard Richard

Real Estate, Wills & Probate, Trusts, Accident & Injury

Status: In Good Standing Licensed: 47 Years

CONTACT

808 E Fort King St, Ocala, FL 34471

Joseph Warren Bullard

Commercial Real Estate, International Tax, Trusts, Elder Law

Status: In Good Standing Licensed: 40 Years

CONTACT

Ocala, FL 34478

Karl V. Hart

Construction, Litigation, Trusts, Equine

Status: In Good Standing

CONTACT

7 E. Silver Springs Boulevard, Ocala, FL 34470

Kathryn Elizabeth Linn

Commercial Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 19 Years

CONTACT

561 Fieldcrest Dr, Lady Lake, FL 32162

Kris A. Vanderlaan

Employee Rights, Family Law, Civil Rights, Corporate, Trusts

Status: In Good Standing

CONTACT

36 Se 15Th Ter, Ocala, FL 34471

Lauren Evert Merriam

Land Use & Zoning, Trusts, Elder Law, Corporate, Insurance

Status: In Good Standing Licensed: 43 Years

CONTACT

Ocala, FL 34478

Marla Mudano

Trusts, Business

Status: In Good Standing Licensed: 42 Years

CONTACT

9517 Se 173Rd Pl, Summerfield, FL 34491

800-923-0641

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LEGAL TERMS

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

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.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

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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Candler Trusts Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Colleen Marie Duris

Courtney Drew Durham

Deborah Denise Holton

James Leonard Richard

Joseph Warren Bullard

Karl V. Hart

Kathryn Elizabeth Linn

Kris A. Vanderlaan

Lauren Evert Merriam

Marla Mudano

TIPS

LEGAL TERMS

GRANTOR

PROVING A WILL

TRUSTEE

INHERIT

AUGMENTED ESTATE

EXECUTOR

CONTINGENT BENEFICIARY

SUMMARY PROBATE

SUCCESSOR TRUSTEE

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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