Glen Saint Mary Estate Planning Lawyer, Florida

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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: 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

Sharon Renee Parks

Commercial Real Estate, Real Estate, Estate Planning, Estate

Status: In Good Standing Licensed: 36 Years

CONTACT

10772 Saint Marys Cir W, Macclenny, FL 32063

Jimmy Midyette

State and Local, Public Interest Law, Estate Planning, Family Law

Status: In Good Standing Licensed: 23 Years

CONTACT

5683-2 Solomon Rd, Jacksonville, FL 32234

Teresa Byrd Morgan

Federal Appellate Practice, Wills, Estate Planning, Elder Law

Status: In Good Standing Licensed: 37 Years

CONTACT

234 E Duval St, Lake City, FL 32055

Bonnie Stevenson Green

General Practice

Status: In Good Standing Licensed: 28 Years

CONTACT

1241 S Marion Ave, Lake City, FL 32025

John Justin Kendron

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

Status: In Good Standing

CONTACT

582 W Duval St, Lake City, FL 32055

Barclay Allen Reid

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 44 Years

CONTACT

Jacksonville, FL 32247

John Wilson Humes

Estate Planning, Elder Law, Administrative Law, Business

Status: In Good Standing Licensed: 52 Years

CONTACT

4135 Lakeside Dr, Jacksonville, FL 32210

800-923-0641

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LEGAL TERMS

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

ADEMPTION

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she di... (more...)

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she dies. Often this happens because the property has been sold, destroyed or given away to someone other than the beneficiary named in the will. A bequest may also be adeemed when the will maker, while still living, gives the property to the intended beneficiary (called 'ademption by satisfaction'). When a bequest is adeemed, the beneficiary named in the will is out of luck; he or she doesn't get cash or a different item of property to replace the one that was described in the will. For example, Mark writes in his will, 'I leave to Rob the family vehicle,' but then trades in his car in for a jet ski. When Mark dies, Rob will receive nothing. Frustrated beneficiaries may challenge an ademption in court, especially if the property was not clearly identified in the first place.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

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).

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

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.

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. ...

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Glen Saint Mary Estate Planning Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

David Michael Goldman

J. Richard Moore

John J. Rahaim

Sharon Renee Parks

Jimmy Midyette

Teresa Byrd Morgan

Bonnie Stevenson Green

John Justin Kendron

Barclay Allen Reid

John Wilson Humes

TIPS

LEGAL TERMS

WARRANTY DEED

ADEMPTION

BEQUEATH

PER CAPITA

POUR-OVER WILL

POWER OF APPOINTMENT

EXEMPTION TRUST

HOLOGRAPHIC WILL

AUGMENTED ESTATE

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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