Duval County, FL Estate Planning Lawyers, page 4

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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
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Includes: Gift Taxation

Mary Claire Miller

Commercial Real Estate, Copyright, Health Care, Estate Planning

Status: In Good Standing

CONTACT

4714 Wadham Ln, Jacksonville, FL 32210

James Riley Williams

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 27 Years

CONTACT

2141 Park St, Jacksonville, FL 32204

Samuel Allen Starkey

Commercial Real Estate, Real Estate, Estate Planning, Business

Status: In Good Standing Licensed: 12 Years

CONTACT

233 E Bay St, Jacksonville, FL 32202

Cynthia Kay Trimmer

Commercial Real Estate, Land Use & Zoning, Real Estate, State and Local, Estate Planning

Status: In Good Standing

CONTACT

1 Independent Dr, Jacksonville, FL 32202

Matthew Howard Hinson

Commercial Real Estate, Federal Appellate Practice, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

300 W Adams St, Jacksonville, FL 32202

Melody Margerite Kitchen

Commercial Real Estate, Estate Planning, Divorce, Insurance, Federal Trial Practice

Status: In Good Standing Licensed: 13 Years

CONTACT

76 S Laura St, Jacksonville, FL 32202

Michael Scott Noble

Commercial Real Estate, Real Estate, Estate Planning, Business

Status: In Good Standing Licensed: 26 Years

CONTACT

200 W Forsyth St, Jacksonville, FL 32202

James Bodenham Porter

Commercial Real Estate, Real Estate, Estate Planning, Banking & Finance

Status: In Good Standing Licensed: 25 Years

CONTACT

50 N Laura St, Jacksonville, FL 32202

Eliot Jacob Safer

Commercial Real Estate, Federal Appellate Practice, Estate Planning, Elder Law

Status: In Good Standing Licensed: 49 Years

CONTACT

4348 Southpoint Blvd, Jacksonville, FL 32216

Dennis L Blackburn

Commercial Real Estate, International Tax, Estate Planning, Business

Status: In Good Standing

CONTACT

5150 Belfort Rd, Jacksonville, FL 32256

800-923-0641

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LEGAL TERMS

FAMILY POT TRUST

See pot trust.

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.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

DEED OF TRUST

See trust deed.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

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.

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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Duval County, FL Estate Planning Lawyers, page 4

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Mary Claire Miller

James Riley Williams

Samuel Allen Starkey

Cynthia Kay Trimmer

Matthew Howard Hinson

Melody Margerite Kitchen

Michael Scott Noble

James Bodenham Porter

Eliot Jacob Safer

Dennis L Blackburn

TIPS

LEGAL TERMS

FAMILY POT TRUST

AB TRUST

ANCILLARY PROBATE

DEED OF TRUST

GROSS ESTATE

HOLOGRAPHIC WILL

SPENDTHRIFT TRUST

SUMMARY PROBATE

NONPROBATE

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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