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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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

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

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

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

Norm Daniel Fugate

Government Contract, Trusts, Corporate, Credit & Debt

Status: In Good Standing Licensed: 30 Years

CONTACT

Williston, FL 32696

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

Ronald Wesley Stevens

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

Status: In Good Standing Licensed: 36 Years

CONTACT

Bronson, FL 32621

Tamara Vaughn

Commercial Real Estate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 33 Years

CONTACT

2775 Nw 49Th Ave, Ocala, FL 34482

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

800-923-0641

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LEGAL TERMS

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

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.

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

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.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

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.

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.'

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

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

Joan Elizabeth Morrison

Kellean Kai Truesdell

Lorenzo Ramunno

Lorenzo Ramunno

Lynn L Lawrence

Norm Daniel Fugate

Robert J Reynolds

Ronald Wesley Stevens

Tamara Vaughn

W E Bishop

TIPS

LEGAL TERMS

TESTAMENTARY TRUST

FAMILY ALLOWANCE

REAL ESTATE AGENT

CONSERVATOR

CHARITABLE TRUST

CONTINGENT BENEFICIARY

INVESTOR

INCOMPETENCE

ALTERNATE BENEFICIARY

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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