Jacksonville Beach Estate Planning Lawyer, Florida, 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
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2. Email
3. Refer
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Includes: Gift Taxation

Jonathan Miller Smith

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

Status: In Good Standing Licensed: 23 Years

CONTACT

4348 Southpoint Blvd, Jacksonville, FL 32216

Theresa Marie Kenney

Commercial Real Estate, Real Estate, Estate Planning, Business

Status: In Good Standing Licensed: 32 Years

CONTACT

4348 Southpoint Blvd, Jacksonville, FL 32216

William Joseph Joos

Commercial Real Estate, Real Estate, Estate Planning, Estate

Status: In Good Standing Licensed: 60 Years

CONTACT

4348 Southpoint Blvd, Jacksonville, FL 32216

John Stratford Duss

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

Status: In Good Standing Licensed: 57 Years

CONTACT

4348 Southpoint Blvd, Jacksonville, FL 32216

Eliot Jacob Safer

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

Status: In Good Standing Licensed: 50 Years

CONTACT

4348 Southpoint Blvd, Jacksonville, FL 32216

Christopher Michael Cobb

Commercial Real Estate, Health Care, Estate Planning, Civil Rights, Administrative Law

Status: In Good Standing Licensed: 23 Years

CONTACT

4655 Salisbury Rd, Jacksonville, FL 32256

Hans Christopher Wahl

Status: In Good Standing Licensed: 12 Years

CONTACT

4655 Salisbury Rd, Jacksonville, FL 32256

Meghan Elizabeth Edwards

Other, Commercial Real Estate, Estate Planning, Family Law

Status: In Good Standing Licensed: 12 Years

CONTACT

6620 Southpoint Dr S, Jacksonville, FL 32216

David B Ferebee

Commercial Real Estate, International Tax, Estate Planning, Estate

Status: In Good Standing

CONTACT

4651 Salisbury Rd, Jacksonville, FL 32256

Michael Joseph Ivan

International Tax, Estate Planning, Estate

Status: In Good Standing

CONTACT

5150 Belfort Rd, Jacksonville, FL 32256

800-923-0641

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LEGAL TERMS

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

WARRANTY DEED

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

FAMILY POT TRUST

See pot trust.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

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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Jacksonville Beach Estate Planning Lawyer, Florida, page 5

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Jonathan Miller Smith

Theresa Marie Kenney

William Joseph Joos

John Stratford Duss

Eliot Jacob Safer

Christopher Michael Cobb

Hans Christopher Wahl

Meghan Elizabeth Edwards

David B Ferebee

Michael Joseph Ivan

TIPS

LEGAL TERMS

GENERATION-SKIPPING TRUST

TRUST DEED

EXECUTOR

FINAL BENEFICIARY

DEVISEE

WARRANTY DEED

FAMILY POT TRUST

HEIR APPARENT

TRUST MERGER

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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