Lake Helen 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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James Russell Leone

Trusts, Guardianships & Conservatorships, Securities, Business & Trade

Status: In Good Standing Licensed: 46 Years

CONTACT

790 S Atmore Cir, Deltona, FL 32725

John Edward Crowther

Wills, Wills & Probate, Trusts, Estate, Elder Law

Status: In Good Standing

CONTACT

279 E. Graves Avenue, Orange City, FL 32763

Jeffrey David Stark

Commercial Real Estate, Trusts, Corporate, Contract

Status: In Good Standing Licensed: 21 Years

CONTACT

505 E New York Ave, Deland, FL 32724

Glenn Lee Nye

International Tax, Wills, Wills & Probate, Trusts, Corporate

Status: In Good Standing Licensed: 45 Years

CONTACT

228 E New York Ave, Deland, FL 32724

Glenn Lee Nye

Real Estate, Wills, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 45 Years

CONTACT

228 E New York Ave, Deland, FL 32724

Heather Marie Caeners

Trusts, Family Law, Civil Rights, Contract

Status: In Good Standing Licensed: 24 Years

CONTACT

218 E New York Ave, Deland, FL 32724

Edwin Channing Coolidge

Wills, Wills & Probate, Trusts, Banking & Finance

Status: In Good Standing Licensed: 31 Years

CONTACT

145 E Rich Ave, Deland, FL 32724

William A. Ottinger

Wills, Wills & Probate, Trusts, Elder Law

Status: In Good Standing Licensed: 62 Years

CONTACT

145 E Rich Ave, Deland, FL 32724

Michael S. Tuma

Litigation, Trusts, Banking & Finance, Wrongful Death

Status: In Good Standing

CONTACT

100 E New York Ave, Deland, FL 32724

Marikay Kolacz Stewart

Commercial Real Estate, Federal Trial Practice, Trusts, Family Law, Adoption

Status: In Good Standing Licensed: 43 Years

CONTACT

120 S Woodland Blvd, Deland, FL 32720

800-923-0641

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LEGAL TERMS

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

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.

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.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

TRUSTEE POWERS

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

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.

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.

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.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

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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Lake Helen Trusts Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

James Russell Leone

John Edward Crowther

Jeffrey David Stark

Glenn Lee Nye

Glenn Lee Nye

Heather Marie Caeners

Edwin Channing Coolidge

William A. Ottinger

Michael S. Tuma

Marikay Kolacz Stewart

TIPS

LEGAL TERMS

SUCCESSION

TRUSTEE

TRUST MERGER

WILL

TRUSTEE POWERS

TRUST DEED

ADEMPTION

STATUTORY SHARE

HEIR AT LAW

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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