Lady Lake 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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Victor Michael Dimattia

General Practice

Status: In Good Standing Licensed: 37 Years

CONTACT

1741 Morelos Rd, Lady Lake, FL 32159

George H Russ

Trusts, Family Law, Civil Rights, Personal Injury

Status: In Good Standing Licensed: 48 Years

CONTACT

36049 E Spring Lake Blvd, Fruitland Park, FL 34731

Brett Thomson Bradford

Power of Attorney, Landlord-Tenant, Defect and Lemon Law, Trusts, Estate

Status: In Good Standing

CONTACT

Fruitland Park, FL 34731

Phyllis Harley

Other, Commercial Real Estate, Trusts, Estate Planning

Status: In Good Standing Licensed: 17 Years

CONTACT

4949 Magnolia Ridge Rd, Fruitland Park, FL 34731

Kathryn Elizabeth Linn

Commercial Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 19 Years

CONTACT

561 Fieldcrest Dr, Lady Lake, FL 32162

Marla Mudano

Trusts, Business

Status: In Good Standing Licensed: 42 Years

CONTACT

9517 Se 173Rd Pl, Summerfield, FL 34491

800-923-0641

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LEGAL TERMS

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.

FAMILY POT TRUST

See pot trust.

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.

HEIR APPARENT

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

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

SURROGATE COURT

See probate court.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

TITLE COMPANY

A company that issues title insurance.

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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Lady Lake Trusts Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Victor Michael Dimattia

George H Russ

Brett Thomson Bradford

Phyllis Harley

Kathryn Elizabeth Linn

Marla Mudano

TIPS

LEGAL TERMS

ADEMPTION

FAMILY POT TRUST

QDOT TRUST

HEIR APPARENT

REMAINDERMAN

STATUTORY SHARE

SURROGATE COURT

BYPASS TRUST

TITLE COMPANY

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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