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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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

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

Michael S. Tuma

Litigation, Trusts, Banking & Finance, Wrongful Death

Status: In Good Standing

CONTACT

100 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

Sherrille Diane Akin

International Tax, Elder Law, Trusts, Commercial Real Estate, Estate

Status: In Good Standing Licensed: 36 Years

CONTACT

101 N Woodland Blvd, Deland, FL 32720

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

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

Alyson Grace Morelli

Commercial Real Estate, Land Use & Zoning, Trusts, Elder Law

Status: In Good Standing

CONTACT

107 E Church St, Deland, FL 32724

800-923-0641

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LEGAL TERMS

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

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.

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.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

DEVISEE

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

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

Marikay Kolacz Stewart

Heather Marie Caeners

Michael S. Tuma

Glenn Lee Nye

Glenn Lee Nye

Sherrille Diane Akin

Jeffrey David Stark

Edwin Channing Coolidge

William A. Ottinger

Alyson Grace Morelli

TIPS

LEGAL TERMS

FAMILY ALLOWANCE

RESIDUARY BENEFICIARY

SPENDTHRIFT TRUST

DISTRIBUTEE

DISCHARGE (OF PROBATE ADMINISTRATOR)

SUMMARY PROBATE

PROBATE

IRREVOCABLE TRUST

DEVISEE

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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