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

Amy Blythe-Glaze

Bankruptcy, Estate Planning, Commercial Real Estate, Criminal

Status: In Good Standing Licensed: 26 Years

CONTACT

424 E. Central Blvd, Orlando, FL 32810

Amy Reed Pittman

Commercial Real Estate, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 19 Years

CONTACT

3854 E County Road, Oxford, FL 34484

Andrew Ketterer

Commercial Real Estate, State Government, Estate Planning, Criminal

Status: In Good Standing

CONTACT

215 Federal Point Road, East Palatka, FL 32131

Andrew Marc Curtis

Commercial Real Estate, Estate Planning, Estate

Status: In Good Standing Licensed: 36 Years

CONTACT

3261 Us Highway 441/27, Fruitland Park, FL 34731

Andrew Merritt Coffey

Commercial Real Estate, Land Use & Zoning, Estate Planning

Status: In Good Standing Licensed: 10 Years

CONTACT

5055 Sw 91St Ter, Gainesville, FL 32608

Anita Louise Barber

Other, Commercial Real Estate, International Tax, Estate Planning

Status: In Good Standing Licensed: 64 Years

CONTACT

31778 Red Tail Blvd, Sorrento, FL 32776

Anne Blythe Little

Wills & Probate, Estate Planning, Elder Law, Litigation

Status: In Good Standing Licensed: 39 Years

CONTACT

468 Sherell Street, The Villages, FL 32163

Arlene Catherine Udick

Commercial Real Estate, Land Use & Zoning, Estate Planning, Civil Rights

Status: In Good Standing Licensed: 38 Years

CONTACT

Lady Lake, FL 32158

Ashlie Nichole Luckey

Other, Estate Planning, Family Law, Accident & Injury

Status: In Good Standing Licensed: 14 Years

CONTACT

4045 Nw 43Rd St, Gainesville, FL 32606

Ayanna Collins Hypolite

Estate Planning, Family Law

Status: In Good Standing Licensed: 8 Years

CONTACT

3 SE 1st Ave, Gainesville, FL 32601

800-923-0641

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LEGAL TERMS

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

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.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

TESTAMENTARY TRUST

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

DEED OF TRUST

See trust deed.

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

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

Amy Blythe-Glaze

Amy Reed Pittman

Andrew Ketterer

Andrew Marc Curtis

Andrew Merritt Coffey

Anita Louise Barber

Anne Blythe Little

Arlene Catherine Udick

Ashlie Nichole Luckey

Ayanna Collins Hypolite

TIPS

LEGAL TERMS

ESTATE PLANNING

PREDECEASED SPOUSE

QTIP TRUST

PERSONAL PROPERTY

CONTINGENT BENEFICIARY

SUCCESSION

TESTAMENTARY TRUST

DEED OF TRUST

ALTERNATE BENEFICIARY

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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