Deland Estate Planning Lawyer, Florida, page 2

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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
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Includes: Gift Taxation

Clare Ann Keijer

Civil Rights, Estate Planning, International Tax, Bankruptcy, Contract

Status: In Good Standing Licensed: 43 Years

CONTACT

120 E Rich Ave, Deland, FL 32724

Astrid Marie Deparry

Civil Rights, Estate Planning, Divorce, Contract, Government

Status: In Good Standing Licensed: 46 Years

CONTACT

107 E Church St, Deland, FL 32724

Kobi A. Finley

Commercial Real Estate, Intellectual Property, Estate Planning, Elder Law

Status: In Good Standing Licensed: 20 Years

CONTACT

203 E Rich Ave, Deland, FL 32724

Janet Elaine Martinez

Tax, Commercial Real Estate, International Tax, Estate Planning

Status: In Good Standing Licensed: 46 Years

CONTACT

203 East Rich Avenue, Deland, FL 32724

Matthew D. Branz

Estate Planning, Family Law, Corporate, Personal Injury

Status: In Good Standing Licensed: 21 Years

CONTACT

142 E New York Ave, Deland, FL 32724

Matthew David Branz

Estate Planning, Family Law, Guardianships & Conservatorships, Elder Law

Status: In Good Standing

CONTACT

142 E New York Ave, Deland, FL 32724

Margaret Warren Hudson

General Practice

Status: In Good Standing Licensed: 39 Years

CONTACT

101 N Alabama Ave, Deland, FL 32724

Claud Bertram Nelson

Civil Rights, Estate Planning, Bankruptcy, Child Custody, Administrative Law

Status: Inactive Licensed: 11 Years

CONTACT

101 N. Alabama Avenue, DeLand, FL 32724

Glenn Lee Nye

Real Estate, Wills, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 45 Years

CONTACT

228 E New York Ave, Deland, FL 32724

Coren Justin Meeks

Wills & Probate, Estate Planning, Elder Law, Medical Malpractice

Status: In Good Standing Licensed: 13 Years

CONTACT

311 E Rich Ave, Deland, FL 32724

800-923-0641

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LEGAL TERMS

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.

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.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

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.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

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.

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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Deland Estate Planning Lawyer, Florida, page 2

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Clare Ann Keijer

Astrid Marie Deparry

Kobi A. Finley

Janet Elaine Martinez

Matthew D. Branz

Matthew David Branz

Margaret Warren Hudson

Claud Bertram Nelson

Glenn Lee Nye

Coren Justin Meeks

TIPS

LEGAL TERMS

EXEMPTION TRUST

OFFICER

GRANTOR

DISCHARGE (OF PROBATE ADMINISTRATOR)

TRUST DEED

GENERATION-SKIPPING TRANSFER TAX

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

DEVISEE

ACCUMULATION TRUST

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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