Citra Estate Planning Lawyer, Florida, page 5

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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

Robert William Futch

Commercial Real Estate, Wills, Estate Planning, Clean Air Practice

Status: In Good Standing Licensed: 44 Years

CONTACT

2201 Se 30Th Ave, Ocala, FL 34471

Robert William Futch

Commercial Real Estate, Wills, Estate Planning, Clean Air Practice

Status: In Good Standing Licensed: 44 Years

CONTACT

2201 Se 30Th Ave, Ocala, FL 34471

Mary Theresa Baker

Elder Law, Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 40 Years

CONTACT

628 Se 17Th St, Ocala, FL 34471

Sandra Sue Robbins

Family Law, Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 44 Years

CONTACT

3788 Se 45Th Pl, Ocala, FL 34480

Stuart Harvey Ziegler

Dispute Resolution, Estate Planning, Life & Health, Business

Status: In Good Standing Licensed: 58 Years

CONTACT

5275 Sw 24Th Dr, Gainesville, FL 32608

Patrice Flinchbaugh Boyes

Commercial Real Estate, Land Use & Zoning, Estate Planning, Administrative Law

Status: In Good Standing Licensed: 33 Years

CONTACT

5700 Sw 34Th St, Gainesville, FL 32608

Charles Maxwell Gadd

Commercial Real Estate, Real Estate, Estate Planning, Business

Status: In Good Standing

CONTACT

4401 Sw 81St Pl, Gainesville, FL 32608

Burl H. Little

Commercial Real Estate, Government, Estate Planning

Status: In Good Standing Licensed: 20 Years

CONTACT

Gainesville, FL 32611

Ted Nichols

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 34 Years

CONTACT

Gainesville, FL 32635

Jeffrey Ross Dollinger

Commercial Real Estate, Litigation, Estate Planning, Family Law

Status: In Good Standing

CONTACT

4923 Nw 43Rd St, Gainesville, FL 32606

800-923-0641

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LEGAL TERMS

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

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.

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.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

INTER VIVOS TRUST

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

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

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.

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 5

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Robert William Futch

Robert William Futch

Mary Theresa Baker

Sandra Sue Robbins

Stuart Harvey Ziegler

Patrice Flinchbaugh Boyes

Charles Maxwell Gadd

Burl H. Little

Ted Nichols

Jeffrey Ross Dollinger

TIPS

LEGAL TERMS

PROBATE

TRUSTEE POWERS

IN TERROREM

FINAL BENEFICIARY

BANKRUPTCY ESTATE

HEIR AT LAW

INTER VIVOS TRUST

TRUST DEED

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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