Marion County, FL Estate Planning Lawyers

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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

Fred N. Roberts

Banking & Finance, Wills & Probate, Corporate, Estate Planning

Status: In Good Standing

CONTACT

333 N.W. 3rd Avenue, Ocala, FL 34475

Lauren E. Merriam

Wills, Wills & Probate, Estate Planning, Divorce, Corporate

Status: In Good Standing

CONTACT

4 S.E. Broadway Street, Ocala, FL 34471

Lawrence C. Callaway

Wills & Probate, Estate Planning, Corporate, Banking & Finance

Status: In Good Standing Licensed: 44 Years

CONTACT

40 Se 11Th Ave, Ocala, FL 34471

Timothy Demaugh Haines

Commercial Real Estate, Estate Planning, Civil Rights, Business, Real Estate

Status: In Good Standing

CONTACT

211 Nw 3Rd St, Ocala, FL 34475

Kellean Kai Truesdell

Estate Planning, Elder Law, Commercial Real Estate, Trusts, Wills

Status: In Good Standing Licensed: 32 Years

CONTACT

200 Nw 52Nd Ave, Ocala, FL 34482

Thomas Jeffrey Dobbins

Dispute Resolution, Entertainment, Estate Planning, Elder Law

Status: In Good Standing Licensed: 24 Years

CONTACT

1301 Ne 14Th St, Ocala, FL 34470

Lawrence C Callaway

Commercial Real Estate, Intellectual Property, Estate Planning, Business & Trade

Status: In Good Standing Licensed: 44 Years

CONTACT

40 Se 11Th Ave, Ocala, FL 34471

Jonathan S Dean

Commercial Real Estate, Traffic, Estate Planning, Wrongful Death

Status: In Good Standing Licensed: 37 Years

CONTACT

230 Ne 25Th Ave, Ocala, FL 34470

Vanessa Thomas

Complex Litigation, Real Estate, Gift Taxation, Estate Planning

Status: In Good Standing

CONTACT

723 E. Fort King Street, Ocala, FL 34471

Steven Hilliard Gray

Commercial Real Estate, Land Use & Zoning, Estate Planning, Administrative Law

Status: In Good Standing

CONTACT

125 Ne 1St Ave, Ocala, FL 34470

800-923-0641

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LEGAL TERMS

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

IRREVOCABLE TRUST

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

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.

DEVISEE

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

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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Marion County, FL Estate Planning Lawyers

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Fred N. Roberts

Lauren E. Merriam

Lawrence C. Callaway

Timothy Demaugh Haines

Kellean Kai Truesdell

Thomas Jeffrey Dobbins

Lawrence C Callaway

Jonathan S Dean

Vanessa Thomas

Steven Hilliard Gray

TIPS

LEGAL TERMS

PROPERTY CONTROL TRUST

INVENTORY

INVESTOR

INTESTATE SUCCESSION

CONSERVATOR

ABSTRACT OF TRUST

IRREVOCABLE TRUST

SPENDTHRIFT TRUST

DEVISEE

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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