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
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Includes: Gift Taxation

William Robinson Frazier

Commercial Real Estate, International Tax, Estate Planning, Employment Discrimination

Status: In Good Standing

CONTACT

1515 Riverside Ave, Jacksonville, FL 32204

Jonathan Lee Hay

Estate Planning, International Tax, Commercial Real Estate, Business, Wills

Status: In Good Standing

CONTACT

1548 Lancaster Ter, Jacksonville, FL 32204

Kristopher D. Robinson

Estate Planning, International Tax, Contract, Federal Appellate Practice, Commercial Real Estate

Status: In Good Standing Licensed: 22 Years

CONTACT

1604 Stockton St, Jacksonville, FL 32204

Christine Marie Jones

Commercial Real Estate, International Tax, Estate Planning, Business

Status: In Good Standing Licensed: 14 Years

CONTACT

1515 Riverside Ave, Jacksonville, FL 32204

Kenneth Mac Bracewell

General Practice

Status: In Good Standing Licensed: 16 Years

CONTACT

1301 Riverplace Blvd, Jacksonville, FL 32207

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

Jeffrey Reed Bankston

Lawsuit & Dispute, International, Estate Planning, Estate

Status: In Good Standing Licensed: 36 Years

CONTACT

2215 3Rd St S, Jacksonville, FL 32250

Thomas Mitchell Donahoo

International Tax, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 59 Years

CONTACT

245 Riverside Ave, Jacksonville, FL 32202

Michael Neal Schneider

Commercial Real Estate, International Tax, Estate Planning, Divorce & Family Law, Elder Law

Status: In Good Standing Licensed: 51 Years

CONTACT

5150 Belfort Rd, Jacksonville, FL 32256

John Gall Grimsley

Commercial Real Estate, Estate Planning, Estate

Status: In Good Standing Licensed: 61 Years

CONTACT

200 W Forsyth St, Jacksonville, FL 32202

800-923-0641

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LEGAL TERMS

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

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.

TITLE COMPANY

A company that issues title insurance.

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.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

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.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

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

William Robinson Frazier

Jonathan Lee Hay

Kristopher D. Robinson

Christine Marie Jones

Kenneth Mac Bracewell

Jonathan Miller Smith

Jeffrey Reed Bankston

Thomas Mitchell Donahoo

Michael Neal Schneider

John Gall Grimsley

TIPS

LEGAL TERMS

SWEARING MATCH

DISTRIBUTEE

TITLE COMPANY

IN TERROREM

RESIDUARY ESTATE

DISCHARGE (OF PROBATE ADMINISTRATOR)

TRUST CORPUS

INCOMPETENCE

CERTIFIED COPY

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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