Morriston 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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Ronald Wesley Stevens

Family Law, Trusts, Commercial Real Estate, Federal Appellate Practice

Status: In Good Standing Licensed: 36 Years

CONTACT

Bronson, FL 32621

Robert J Reynolds

Real Estate, Wills & Probate, Trusts, Elder Law

Status: In Good Standing Licensed: 30 Years

CONTACT

20093 E Pennsylvania Ave, Dunnellon, FL 34432

Lynn L Lawrence

Commercial Real Estate, Wills, Trusts, Family Law, Real Estate

Status: In Good Standing Licensed: 31 Years

CONTACT

2291 Se 116Th Ave, Morriston, FL 32668

Joan Elizabeth Morrison

Family Law, Trusts, Commercial Real Estate, Wills

Status: In Good Standing Licensed: 23 Years

CONTACT

10758 Sw 71St Circle, Ocala, FL 34476

Lorenzo Ramunno

Trusts, Business, Commercial Real Estate, State Government

Status: In Good Standing Licensed: 36 Years

CONTACT

7500 Sw 61St Ave, Ocala, FL 34476

Lorenzo Ramunno

Trusts, State Government, Business, Estate Planning

Status: In Good Standing Licensed: 12 Years

CONTACT

7500 Sw 61St Ave, Ocala, FL 34476

W E Bishop

Commercial Real Estate, Trusts, Estate Planning, Corporate

Status: In Good Standing Licensed: 59 Years

CONTACT

7535 Sw 62Nd Ct, Ocala, FL 34476

W Michael Parrott

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

Status: In Good Standing Licensed: 45 Years

CONTACT

5481 Sw 60Th Street, Ocala, FL 34478

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

Tamara Vaughn

Commercial Real Estate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 33 Years

CONTACT

2775 Nw 49Th Ave, Ocala, FL 34482

800-923-0641

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LEGAL TERMS

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

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.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

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.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

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.

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.'

CURATOR

See conservator.

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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Morriston Trusts Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Ronald Wesley Stevens

Robert J Reynolds

Lynn L Lawrence

Joan Elizabeth Morrison

Lorenzo Ramunno

Lorenzo Ramunno

W E Bishop

W Michael Parrott

Kellean Kai Truesdell

Tamara Vaughn

TIPS

LEGAL TERMS

GRANTOR RETAINED INCOME TRUST

WILL

BENEFICIARY

REMAINDERMAN

AB TRUST

PROBATE

INCOMPETENCE

CURATOR

DEVISEE

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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