Citra Estate Planning Lawyer, Florida, page 4

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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
3. Refer
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Includes: Gift Taxation

Charles Irvine Holden

Commercial Real Estate, Estate Planning

Status: Licensed: 60 Years

CONTACT

5608 Nw 43Rd St, Gainesville, FL 32653

Charles Michael David

Trusts, Estate Planning, Estate, Divorce & Family Law

Status: Licensed: 14 Years

CONTACT

Gainesville, FL 32614

Mccabe G Harrison

Commercial Real Estate, International Tax, Trusts, Estate Planning

Status:

CONTACT

6224 Nw 43Rd St, Gainesville, FL 32653

John Harry Haswell

Commercial Real Estate, Estate Planning, Criminal, Administrative Law

Status:

CONTACT

Gainesville, FL 32627

Michele Felicia Martin

Estate Planning, Employment, Collection, Bankruptcy

Status: Licensed: 24 Years

CONTACT

Gainesville, FL 32627

Clarence Wharton Cole

Wills, Estate Planning, Estate, Elder Law

Status: Licensed: 37 Years

CONTACT

Gainesville, FL 32627

Ted Nichols

Commercial Real Estate, Estate Planning

Status: Licensed: 34 Years

CONTACT

Gainesville, FL 32635

Burl H. Little

Commercial Real Estate, Government, Estate Planning

Status: Licensed: 21 Years

CONTACT

Gainesville, FL 32611

Taylor King Rose

General Practice

Status: Licensed: 26 Years

CONTACT

Gainesville, FL 32611

Christopher R. Tutoki

General Practice

Status: Licensed: 36 Years

CONTACT

2912 Nw 142Nd Ave, Gainesville, FL 32609

800-814-6700

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LEGAL TERMS

CREDIT SHELTER TRUST

See AB trust.

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.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

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.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

FAILURE OF ISSUE

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

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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Citra Estate Planning Lawyer, Florida, page 4

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Charles Irvine Holden

Charles Michael David

Mccabe G Harrison

John Harry Haswell

Michele Felicia Martin

Clarence Wharton Cole

Ted Nichols

Burl H. Little

Taylor King Rose

Christopher R. Tutoki

TIPS

LEGAL TERMS

CREDIT SHELTER TRUST

PETITION

PER CAPITA

TRUST CORPUS

SURVIVING SPOUSE'S TRUST

INVENTORY

WILL

IN TERROREM

FAILURE OF ISSUE

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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