Ocala Estate Planning Lawyer, Florida, page 3

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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
1. Contact
2. Email
3. Refer
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Includes: Gift Taxation

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

Frederick J. Krim

Estate Planning, Business, Commercial Real Estate, Wills

Status: In Good Standing

CONTACT

121 N.W. Third Street, Ocala, FL 34475

Brian Joseph Laird

Estate Planning, Bankruptcy, Elder Law, Personal Injury, Administrative Law

Status: In Good Standing Licensed: 11 Years

CONTACT

1027 E Fort King St, Ocala, FL 34471

Jessica Ann Cutrone

Elder Law, Estate Planning

Status: In Good Standing Licensed: 8 Years

CONTACT

1027 E Fort King St, Ocala, FL 34471

Shannon Mulkey

Commercial Real Estate, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 16 Years

CONTACT

944 E Silver Springs Blvd, Ocala, FL 34470

Reuben Sharp Williams

Commercial Real Estate, Estate Planning, Estate, Contract

Status: In Good Standing Licensed: 39 Years

CONTACT

954 E Silver Springs Blvd, Ocala, FL 34478

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

H Randolph Klein

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 48 Years

CONTACT

40 Se 11Th Ave, Ocala, FL 34471

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

Frederick Neasden Roberts

Commercial Real Estate, Estate Planning, Divorce & Family Law

Status: In Good Standing Licensed: 19 Years

CONTACT

40 Se 11Th Ave, Ocala, FL 34471

800-923-0641

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LEGAL TERMS

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.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

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.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

TESTAMENTARY TRUST

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

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

SURROGATE COURT

See probate court.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

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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Ocala Estate Planning Lawyer, Florida, page 3

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Timothy Demaugh Haines

Frederick J. Krim

Brian Joseph Laird

Jessica Ann Cutrone

Shannon Mulkey

Reuben Sharp Williams

Lawrence C. Callaway

H Randolph Klein

Lawrence C Callaway

Frederick Neasden Roberts

TIPS

LEGAL TERMS

TRUSTEE

SPECIFIC BEQUEST

ADEMPTION

PROBATE COURT

TESTAMENTARY TRUST

INHERIT

SURROGATE COURT

PRETERMITTED HEIR

SECONDARY MEANING

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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