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

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.

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.

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.

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.

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).

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.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

MARITAL LIFE ESTATE TRUST

See AB trust.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

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

INTESTATE

ALTERNATE BENEFICIARY

DISTRIBUTEE

ADMINISTRATION (OF AN ESTATE)

PER CAPITA

FINAL BENEFICIARY

DISCHARGE (OF PROBATE ADMINISTRATOR)

MARITAL LIFE ESTATE TRUST

BENEFICIARY

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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