Center Hill 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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Paul Louie Militello

Credit & Debt, Trusts, Criminal, Bankruptcy

Status: In Good Standing Licensed: 32 Years

CONTACT

215 E Mccollum Ave, Bushnell, FL 33513

Ashley Scot Hunt

Trusts, Family Law, Civil Rights, Corporate

Status: In Good Standing Licensed: 20 Years

CONTACT

601 S 9Th St, Leesburg, FL 34748

Erick David Langenbrunner

Real Estate, Trusts, Business

Status: In Good Standing Licensed: 19 Years

CONTACT

Leesburg, FL 34749

Stephen Grover Sewell

Real Estate, Wills & Probate, Trusts, Estate

Status: Retired Licensed: 48 Years

CONTACT

Steve Sewell, Leesburg, FL 34749

Bret David Jones

Land Use & Zoning, Civil Rights, Trusts, Business & Trade

Status: In Good Standing Licensed: 20 Years

CONTACT

700 Almond St, Clermont, FL 34711

Alison Marie Strange

Commercial Real Estate, Trusts, Civil Rights, Business & Trade

Status: In Good Standing Licensed: 19 Years

CONTACT

700 Almond St, Clermont, FL 34711

William Michael Reed

Bankruptcy, Family Law, Trusts, Commercial Real Estate

Status: In Good Standing

CONTACT

Clermont, FL 34712

George H Russ

Trusts, Family Law, Civil Rights, Personal Injury

Status: In Good Standing Licensed: 48 Years

CONTACT

36049 E Spring Lake Blvd, Fruitland Park, FL 34731

Reda Jane Stewart

Trusts, Elder Law, Contract, Products Liability

Status: In Good Standing Licensed: 29 Years

CONTACT

9301 Silver Lake Dr, Leesburg, FL 34788

Marie T. Blume

Commercial Real Estate, Trusts, Guardianships & Conservatorships, Elder Law

Status: In Good Standing Licensed: 23 Years

CONTACT

Inverness, FL 34451

800-923-0641

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LEGAL TERMS

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

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.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

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.

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.

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.

INTER VIVOS TRUST

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

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

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.

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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Center Hill Trusts Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Paul Louie Militello

Ashley Scot Hunt

Erick David Langenbrunner

Stephen Grover Sewell

Bret David Jones

Alison Marie Strange

William Michael Reed

George H Russ

Reda Jane Stewart

Marie T. Blume

TIPS

LEGAL TERMS

FAILURE OF ISSUE

FINAL BENEFICIARY

QTIP TRUST

INHERIT

GENERATION-SKIPPING TRUST

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

INTER VIVOS TRUST

LAPSE

EXEMPTION TRUST

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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