Citra Estate Planning Lawyer, Florida, page 6

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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
5. Visit:
6. Website
7. Profile

Includes: Gift Taxation

John Harry Haswell

Commercial Real Estate, Estate Planning, Criminal, Administrative Law

Status: In Good Standing

CONTACT

Gainesville, FL 32627

W Michael Parrott

Commercial Real Estate, International Tax, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 46 Years

CONTACT

5481 Sw 60Th Street, Ocala, FL 34478

Aaron Solomon Davis

Family Law, Estate Planning, Business

Status: In Good Standing Licensed: 9 Years

CONTACT

3301 Sw 13Th St, Gainesville, FL 32608

Richard Henry Fabiani

Commercial Real Estate, Land Use & Zoning, Estate Planning, Business

Status: In Good Standing

CONTACT

434 Sw 2Nd St, Gainesville, FL 32601

L Alison Walker

Real Estate, Government, Estate Planning, Family Law

Status: In Good Standing

CONTACT

527 E University Ave, Gainesville, FL 32601

Sally Harris Foote

Commercial Real Estate, Real Estate, Estate Planning

Status: In Good Standing Licensed: 47 Years

CONTACT

2580 Sw 50Th Blvd, Gainesville, FL 32608

Lee-Ford Tritt

Commercial Real Estate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 26 Years

CONTACT

Gainesville, FL 32611

Nicholas Victor Aviles

Trusts, Estate Planning

Status: In Good Standing Licensed: 9 Years

CONTACT

1300 Center Dr, Gainesville, FL 32603

Clarence Wharton Cole

Wills, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 37 Years

CONTACT

Gainesville, FL 32627

John E. Knight

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 40 Years

CONTACT

Gainesville, FL 32604

800-923-0641

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LEGAL TERMS

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

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.

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 6

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

John Harry Haswell

W Michael Parrott

Aaron Solomon Davis

Richard Henry Fabiani

L Alison Walker

Sally Harris Foote

Lee-Ford Tritt

Nicholas Victor Aviles

Clarence Wharton Cole

John E. Knight

TIPS

LEGAL TERMS

INVESTOR

CONSERVATOR

PERSONAL PROPERTY

ADMINISTRATION (OF AN ESTATE)

TRUST MERGER

ACCUMULATION TRUST

SWEARING MATCH

FINAL BENEFICIARY

FAILURE OF ISSUE

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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