Citra Estate Planning Lawyer, Florida, page 7

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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
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Includes: Gift Taxation

Ryan P. Sullivan

Litigation, Construction, Estate Planning, Contract

Status: Licensed: 9 Years

CONTACT

5216 Sw 91St Dr, Gainesville, FL 32608

Jeffrey Lee Price

Construction, Estate Planning, Civil Rights, Contract

Status:

CONTACT

5216 Sw 91St Dr, Gainesville, FL 32608

David Lee Worthy

Construction, Litigation, Estate Planning, Contract

Status:

CONTACT

5216 Sw 91St Dr, Gainesville, FL 32608

Robert P Butts

Commercial Real Estate, Construction, Estate Planning, Business

Status:

CONTACT

5200 S.W. 91St Terrace, Gainesville, FL 32608

Justin Michael Mowitz

Other, Commercial Real Estate, Estate Planning, Business

Status: Licensed: 16 Years

CONTACT

2445 Sw 76Th St, Gainesville, FL 32608

Stephen G Mercadante

Litigation, Estate Planning, Family Law, Personal Injury, Criminal

Status: Licensed: 44 Years

CONTACT

4545 Nw 8Th Ave, Gainesville, FL 32605

James S. Quincey

Corporate, Estate Planning, Federal Trial Practice, Mediation

Status:

CONTACT

18 Nw 33Rd Ct, Gainesville, FL 32607

Andrew Merritt Coffey

Commercial Real Estate, Land Use & Zoning, Estate Planning

Status: Licensed: 11 Years

CONTACT

5055 Sw 91St Ter, Gainesville, FL 32608

Ellen Reiser Gershow

Commercial Real Estate, International Tax, Estate Planning

Status:

CONTACT

3940 Nw 16Th Blvd, Gainesville, FL 32605

Katherine Elizabeth Macdonald

Commercial Real Estate, Estate Planning, Family Law, Divorce & Family Law

Status: Licensed: 41 Years

CONTACT

2233 Nw 41St St, Gainesville, FL 32606

800-814-6700

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LEGAL TERMS

KINDRED

Under some state's probate codes, all relatives of a deceased person.

FAILURE OF ISSUE

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

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

CREDIT SHELTER TRUST

See AB trust.

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.

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.

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.

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.

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

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 7

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Ryan P. Sullivan

Jeffrey Lee Price

David Lee Worthy

Robert P Butts

Justin Michael Mowitz

Stephen G Mercadante

James S. Quincey

Andrew Merritt Coffey

Ellen Reiser Gershow

Katherine Elizabeth Macdonald

TIPS

LEGAL TERMS

KINDRED

FAILURE OF ISSUE

OFFICER

CREDIT SHELTER TRUST

TRUSTEE

QTIP TRUST

FINAL BENEFICIARY

EXECUTOR

MINERAL RIGHTS

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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