Duval County, FL Trusts Lawyers

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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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David Michael Goldman

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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

Carl Randolph Coleman

Estate, Wills & Probate, Trusts

Status: In Good Standing Licensed: 46 Years

CONTACT

10161 Centurion Pkwy, N., Jacksonville, FL 32256

Sandra Warner Johnson

Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 42 Years

CONTACT

2110 Park St, Jacksonville, FL 32204

Dulce Fazel

Wills & Probate, Trusts, Divorce & Family Law, Bankruptcy, Divorce

Status: In Good Standing Licensed: 20 Years

CONTACT

2323 Oak Street, Jacksonville, FL 32204

Jason Edward Havens

Commercial Real Estate, International Tax, Trusts, Estate Planning

Status: In Good Standing Licensed: 24 Years

CONTACT

50 N Laura St, Jacksonville, FL 32202

Jeanna Renee Oman Field

Trusts, Employee Rights, Family Law, Divorce & Family Law, Business & Trade

Status: In Good Standing Licensed: 10 Years

CONTACT

7235 Bentley Rd, Jacksonville, FL 32256

Kelly Hellmuth

International Tax, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 18 Years

CONTACT

50 N Laura St, Jacksonville, FL 32202

Jason Edward Havens

International Tax, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 24 Years

CONTACT

50 N Laura St, Jacksonville, FL 32202

Kelly Leigh Hellmuth

International Tax, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

50 N Laura St, Jacksonville, FL 32202

Robert H. Trudeau

Commercial Real Estate, International Tax, Trusts, Business

Status: In Good Standing Licensed: 20 Years

CONTACT

1548 Lancaster Ter, Jacksonville, FL 32204

800-923-0641

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LEGAL TERMS

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

LIFE BENEFICIARY

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

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

SUCCESSOR TRUSTEE

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

KINDRED

Under some state's probate codes, all relatives of a deceased person.

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.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

SAMPLE LEGAL CASES

Doe v. Doe

... [1] The trusts administered by the Trustees include class gifts to the grandchildren of the settlors, Chester P. Doe, Jr. (Chester Jr.) and Eleanor Warren Doe (Eleanor). ... I. THE FACTS. A. The Trusts. On June 28, 1988, Chester Jr. ...

Parker v. Shullman

... Each of these trusts had sub-trusts for her daughter Lauri and granddaughter Cassie. Barbara designated 645 Shullman as the successor trustee of all of the trusts. ... When Barbara died, Shullman became trustee of the trusts. ...

Timmons v. Ingrahm

... In his will, Frank Sr. created two trusts: the Timmons Family Trust ("Family Trust") and the Timmons Marital Trust ("Marital Trust"). [1] The Timmons Family Trust was valued at $650,000. ... Myrtle was the sole income beneficiary of the trusts during her lifetime. ...

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Duval County, FL Trusts Lawyers

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

David Michael Goldman

Carl Randolph Coleman

Sandra Warner Johnson

Dulce Fazel

Jason Edward Havens

Jeanna Renee Oman Field

Kelly Hellmuth

Jason Edward Havens

Kelly Leigh Hellmuth

Robert H. Trudeau

TIPS

LEGAL TERMS

ESTATE TAXES

IN TERROREM

GRANT DEED

LIFE BENEFICIARY

ADMINISTRATION (OF AN ESTATE)

SUCCESSOR TRUSTEE

KINDRED

INTESTATE

PROBATE

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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