Ocala Estate Planning Lawyer, Florida, page 3

Sponsored Law Firm

x
Click For More Info:

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
5. Visit:
6. Website
7. Profile

Includes: Gift Taxation

Jose G Oliveira

Commercial Real Estate, Federal Trial Practice, Federal Appellate Practice, Estate Planning

Status: In Good Standing Licensed: 16 Years

CONTACT

1284 Seburn Rd, Apopka, FL 32703

Jeffrey James Seward

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 34 Years

CONTACT

3825 Emerald Estates Cir, Apopka, FL 32703

George C Kelley

Commercial Real Estate, Real Estate, Estate Planning, Estate

Status: In Good Standing Licensed: 58 Years

CONTACT

368 E Main St, Apopka, FL 32704

Christopher Francis Torchia

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 24 Years

CONTACT

522 S Hunt Club Blvd, Apopka, FL 32703

William John Mcleod

Commercial Real Estate, Trademark, Estate Planning, Business

Status: In Good Standing Licensed: 43 Years

CONTACT

48 E Main St, Apopka, FL 32704

Alena Rae Chaban

Divorce & Family Law, Estate Planning, Paternity

Status: In Good Standing

CONTACT

425 S. Hunt Club Blvd, Apopka, FL 32703

Larry Douglas Barnes

Commercial Real Estate, Estate Planning, Labor Law, Elder Law, Divorce

Status: In Good Standing Licensed: 47 Years

CONTACT

1826 Bluff Oak St, Apopka, FL 32712

Mitchell Lee Davis

Commercial Real Estate, Estate Planning, Family Law, Elder Law

Status: In Good Standing Licensed: 10 Years

CONTACT

523 Wekiva Commons Cir, Apopka, FL 32712

Heather Denell Bondhus

White Collar Crime, Estate Planning, Bankruptcy, Medical Malpractice, Aviation

Status: In Good Standing Licensed: 19 Years

CONTACT

1631 Rock Springs Road, Apopka, FL 32712

Young B. Kim

Civil Rights, Estate Planning, Family Law, Criminal, International

Status: In Good Standing Licensed: 8 Years

CONTACT

60 E 5th St, Apopka, FL 32703

800-923-0641

Free Help: Use This Form or Call 800-943-8690

Call me for fastest results!
800-943-8690

Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

LEGAL TERMS

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.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

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.'

CREDIT SHELTER TRUST

See AB trust.

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.'

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

TESTAMENTARY TRUST

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

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

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. ...

SORT BY:

FILTER BY:

Free Consultation
Male
Female
Suspended

Ocala Estate Planning Lawyer, Florida, page 3

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Jose G Oliveira

Jeffrey James Seward

George C Kelley

Christopher Francis Torchia

William John Mcleod

Alena Rae Chaban

Larry Douglas Barnes

Mitchell Lee Davis

Heather Denell Bondhus

Young B. Kim

TIPS

LEGAL TERMS

INVENTORY

NONPROBATE

RESIDUARY ESTATE

INCOMPETENCE

CREDIT SHELTER TRUST

PRETERMITTED HEIR

SWEARING MATCH

TESTAMENTARY TRUST

POWER OF APPOINTMENT

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

SORT BY:

FILTER BY:

PRACTICE AREAS

NEARBY CITY SUGGESTIONS

Lawyer.com Legal Protection Plan

Premium Membership

Additional Services

Resources

My Account Details