Duval County, FL Estate Planning Lawyers, page 5

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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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6. Website
7. Profile

Includes: Gift Taxation

Frank Estes Miller

Commercial Real Estate, Land Use & Zoning, Estate Planning, Business & Trade

Status: In Good Standing Licensed: 46 Years

CONTACT

1 Independent Dr, Jacksonville, FL 32202

David John Hull

Commercial Real Estate, International Tax, Trusts, Estate Planning

Status: In Good Standing

CONTACT

1 Independent Dr, Jacksonville, FL 32202

Richard L Stockton

Commercial Real Estate, International Tax, Trusts, Estate Planning

Status: In Good Standing Licensed: 45 Years

CONTACT

50 N Laura St, Jacksonville, FL 32202

Betsy C. Cox

Litigation, Estate Planning, Business, Bankruptcy

Status: In Good Standing

CONTACT

1301 Riverplace Blvd, Jacksonville, FL 32207

Richard Keith Jones

Commercial Real Estate, Estate Planning, Estate, Business

Status: In Good Standing

CONTACT

501 W Bay St, Jacksonville, FL 32202

Milagros S. Kanyar

Commercial Real Estate, Estate Planning, Bankruptcy & Debt, Real Estate

Status: In Good Standing Licensed: 24 Years

CONTACT

5407 Fern Creek Dr N, Jacksonville, FL 32277

Randall Lee Marker

Commercial Real Estate, Estate Planning, Elder Law, Medical Malpractice

Status: In Good Standing Licensed: 42 Years

CONTACT

200 W Forsyth St, Jacksonville, FL 32202

Michael Joseph Barker

Commercial Real Estate, Construction, Estate Planning

Status: In Good Standing Licensed: 25 Years

CONTACT

4190 Belfort Rd, Jacksonville, FL 32216

Christopher John Mueller

Commercial Real Estate, Real Estate, Lawsuit & Dispute, Estate Planning

Status: In Good Standing

CONTACT

50 N Laura St, Jacksonville, FL 32202

William Gabriel

Commercial Real Estate, Real Estate, Estate Planning, Business

Status: In Good Standing Licensed: 19 Years

CONTACT

601 Riverside Ave, Jacksonville, FL 32204

800-923-0641

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LEGAL TERMS

FAMILY POT TRUST

See pot trust.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

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.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

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 5

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Frank Estes Miller

David John Hull

Richard L Stockton

Betsy C. Cox

Richard Keith Jones

Milagros S. Kanyar

Randall Lee Marker

Michael Joseph Barker

Christopher John Mueller

William Gabriel

TIPS

LEGAL TERMS

FAMILY POT TRUST

PERSONAL PROPERTY

SUCCESSOR TRUSTEE

ABSTRACT OF TRUST

PER STIRPES

IRREVOCABLE TRUST

ENTITY

NONPROBATE

PER CAPITA

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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