Duval County, FL Estate Planning Lawyers

Sponsored Law Firm

x
Click For More Info:

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

David Michael Goldman

✓ VERIFIED

Estate Planning, Elder Law, Consumer Bankruptcy, Commercial Real Estate, Trusts

Florida Bar

Mr. Goldman has over 20 years of business experience. He has been involved in starting and managing technology related companies involved in distribut... (more)

FREE CONSULTATION

CONTACT

800-813-4201

4115 Hendricks Avenue, Jacksonville, FL 32207

J. Richard Moore

Admiralty & Maritime, Estate Planning, Family Law, Federal Trial Practice

Status: In Good Standing

CONTACT

3127 Atlantic Boulevard, Jacksonville, FL 32207

John J. Rahaim

Social Security -- Disability, Estate Planning, Workers' Compensation, Wrongful Death, Personal Injury

Status: In Good Standing

CONTACT

4811 Beach Blvd, Jacksonville, FL 32207

Sandra Warner Johnson

Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 42 Years

CONTACT

2110 Park St, Jacksonville, FL 32204

Michael Joseph Ivan

International Tax, Estate Planning, Estate

Status: In Good Standing

CONTACT

5150 Belfort Rd, Jacksonville, FL 32256

Adam Dugan

Commercial Real Estate, Estate Planning, Estate, Business

Status: In Good Standing

CONTACT

419 3Rd St N, Jacksonville, FL 32250

Jason Edward Havens

International Tax, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 24 Years

CONTACT

50 N Laura St, Jacksonville, FL 32202

Justin Ray Markley

Commercial Real Estate, Land Use & Zoning, Estate Planning, Accident & Injury

Status: In Good Standing Licensed: 14 Years

CONTACT

8928 Prominence Pkwy, Jacksonville, FL 32256

Kyle Mcmullin Johnson

International Tax, Estate Planning, Divorce & Family Law, Elder Law

Status: In Good Standing Licensed: 12 Years

CONTACT

1548 Lancaster Ter, Jacksonville, FL 32204

William R Frazier

International Tax, Commercial Real Estate, Estate Planning, Tax

Status: In Good Standing

CONTACT

1515 Riverside Ave, Jacksonville, FL 32204

800-923-0641

Free Help: Use This Form or Call 800-943-8690

Call me for fastest results!
800-943-8690

Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

LEGAL TERMS

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

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. ...

SORT BY:

FILTER BY:

Free Consultation
Male
Female
Suspended

Duval County, FL Estate Planning Lawyers

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

David Michael Goldman

J. Richard Moore

John J. Rahaim

Sandra Warner Johnson

Michael Joseph Ivan

Adam Dugan

Jason Edward Havens

Justin Ray Markley

Kyle Mcmullin Johnson

William R Frazier

TIPS

LEGAL TERMS

SUCCESSION

HEIR APPARENT

SURVIVING SPOUSE'S TRUST

HEIR AT LAW

PETITION

TAKING AGAINST THE WILL

SELF-PROVING WILL

LIFE BENEFICIARY

AUGMENTED ESTATE

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

SORT BY:

FILTER BY:

PRACTICE AREAS

Lawyer.com Legal Protection Plan

Premium Membership

Additional Services

Resources

My Account Details