Deland Wills & Probate 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: Estate Administration, Living Wills, Wills

Carleen A. Leffler-Nicastro

Wills, Estate Planning, Corporate, Contract

Status: In Good Standing Licensed: 13 Years

CONTACT

851 Dunlawton Ave, Port Orange, FL 32127

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

David L. Ferguson

Wills, Wills & Probate, Collaborative Law, Family Law

Status: In Good Standing Licensed: 42 Years

CONTACT

10 Vining Ct, Ormond Beach, FL 32176

Debra Fields

Wills & Probate

Status: In Good Standing Licensed: 28 Years

CONTACT

Sanford, FL 32772

Donald Emmett Hawkins

Litigation, Wills, Trusts, Estate

Status: In Good Standing Licensed: 53 Years

CONTACT

501 S Ridgewood Ave, Daytona Beach, FL 32114

Donald Bruce Smith

Real Estate, Trusts, Wills & Probate

Status: In Good Standing Licensed: 60 Years

CONTACT

Debary, FL 32753

Edwin Channing Coolidge

Wills, Wills & Probate, Trusts, Banking & Finance

Status: In Good Standing Licensed: 31 Years

CONTACT

145 E Rich Ave, Deland, FL 32724

Elaine Susan Lerner

Intellectual Property, Wills, Employee Rights, Contract

Status: In Good Standing Licensed: 25 Years

CONTACT

255 Primera Blvd, Lake Mary, FL 32746

Erin Marie Salay

Landlord-Tenant, Dispute Resolution, Immigration, Wills & Probate

Status: In Good Standing Licensed: 11 Years

CONTACT

1450 S Woodland Blvd, Deland, FL 32720

Frank A. Ford

Agriculture, Wills & Probate, Corporate, Banking & Finance

Status: In Good Standing Licensed: 62 Years

CONTACT

145 E Rich Ave, Deland, FL 32721

800-923-0641

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LEGAL TERMS

TRUSTEE POWERS

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

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.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

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.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

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.

NET ESTATE

The value of all property owned at death less liabilities or debts.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

After considering the Committee's proposals and reviewing the relevant legislation, we adopt all the Committee's proposals except the proposed amendment to subdivision (b) of rule 5.260. Consistent with statutory changes made by chapter 2010-132, section 3, Laws of ...

McCormick v. McCormick

... We have for review an order admitting to probate the Last Will and Testament of decedent Ferral Lee McCormick, Sr., but denying letters of administration to appellant Ferral Lee McCormick, Jr., whom the testate decedent had duly nominated as personal representative. ...

In re Guardianship of Shell

... VILLANTI, Judge. Lutheran Services Florida, Inc., the guardian of Bertha Shell, appeals from the probate court's order denying its objections to an earlier order that awarded Lutheran Services guardian's fees in an amount less than it requested. ...

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Deland Wills & Probate Lawyer, Florida, page 2

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Carleen A. Leffler-Nicastro

Coren Justin Meeks

David L. Ferguson

Debra Fields

Donald Emmett Hawkins

Donald Bruce Smith

Edwin Channing Coolidge

Elaine Susan Lerner

Erin Marie Salay

Frank A. Ford

TIPS

LEGAL TERMS

TRUSTEE POWERS

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

AB TRUST

REMAINDERMAN

FINAL BENEFICIARY

NONPROBATE

CONSERVATOR

NET ESTATE

INTESTATE

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

McCormick v. McCormick

In re Guardianship of Shell

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