Holt Trusts 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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Daniel C. Perri

Tax, Wills & Probate, Trusts, Estate

Status: In Good Standing

CONTACT

4 Eleventh Ave., Shalimar, FL 32579

Anne M McBride

Corporate, Real Estate, Trusts, Family Law

Status: In Good Standing

CONTACT

909 Mar Walt Dr, Fort Walton Beach, FL 32547

Bart H Fleet

Estate, Business, Trusts, Mediation, Tax

Status: In Good Standing Licensed: 38 Years

CONTACT

1283 Eglin Pkwy, Shalimar, FL 32579

Bradley George Johnson

Trusts, Medical Malpractice, Family Law, Federal Appellate Practice, Criminal

Status: In Good Standing Licensed: 23 Years

CONTACT

Milton, FL 32572

Bret Allen Moore

Estate, Trusts, Estate Planning, Wills & Probate

Status: In Good Standing Licensed: 39 Years

CONTACT

Niceville, FL 32588

Carin Anne Vines

General Practice

Status: In Good Standing Licensed: 14 Years

CONTACT

222 Government Ave, Niceville, FL 32578

Catherine Lee Henderson

Estate Planning, Business & Trade, Commercial Real Estate, Trusts

Status: In Good Standing

CONTACT

909 Mar Walt Dr, Fort Walton Beach, FL 32547

Charles Raymond Myers

General Practice

Status: Inactive Licensed: 46 Years

CONTACT

9 Dove Cove, Valparaiso, FL 32580

Charles Marion Robinson

State Government, Trusts

Status: In Good Standing Licensed: 7 Years

CONTACT

216 Yacht Club Dr, Niceville, FL 32578

Daniel C Perri

International Tax, Trusts, Elder Law, Corporate

Status: In Good Standing Licensed: 53 Years

CONTACT

4 11Th Ave, Shalimar, FL 32579

800-923-0641

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LEGAL TERMS

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

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.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

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.

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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Holt Trusts Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Daniel C. Perri

Anne M McBride

Bart H Fleet

Bradley George Johnson

Bret Allen Moore

Carin Anne Vines

Catherine Lee Henderson

Charles Raymond Myers

Charles Marion Robinson

Daniel C Perri

TIPS

LEGAL TERMS

ESTATE PLANNING

DOWER AND CURTESY

TRUSTEE POWERS

QDOT TRUST

DISTRIBUTEE

ALTERNATE BENEFICIARY

SURVIVING SPOUSE'S TRUST

TRUSTEE

PERSONAL PROPERTY

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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