Orange Park Estate Lawyer, Florida, page 2

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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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Alexandra Anna Dabek

Premises Liability, Construction, Estate Planning, Insurance

Status: In Good Standing

CONTACT

4190 Belfort Rd, Jacksonville, FL 32216

Alison E Hickman

Commercial Real Estate, Estate Planning, Elder Law, Life & Health

Status: In Good Standing

CONTACT

Fleming Island, FL 32065

Amber R Donley

Estate, Divorce & Family Law, Accident & Injury, Family Law

Status: In Good Standing Licensed: 14 Years

CONTACT

1700 Wells Rd, Fleming Island, FL 32073

Andrea C Jevic

Commercial Real Estate, Estate Planning, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 12 Years

CONTACT

3217 Atlantic Blvd, Jacksonville, FL 32207

Andrew Leonas Barauskas

Power of Attorney, Trusts, Employment, Civil & Human Rights

Status: In Good Standing Licensed: 42 Years

CONTACT

4754 Empire Ave, Jacksonville, FL 32207

Ann R Shorstein

Commercial Real Estate, Real Estate, Estate, Medical Malpractice

Status: In Good Standing Licensed: 29 Years

CONTACT

6550 Saint Augustine Rd, Jacksonville, FL 32217

Anthony Cooper

Estate Planning, Labor Disputes, Alimony & Spousal Support, Child Custody

Status: In Good Standing

CONTACT

2301 Park Ave, Fleming Island, FL 32073

Anthony Benjamin Zebouni

Commercial Real Estate, Real Estate, Estate Planning, Environmental Law

Status: In Good Standing

CONTACT

9905 Old Saint Augustine Rd, Jacksonville, FL 32257

Barbara Cocciolo

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

Status: In Good Standing Licensed: 15 Years

CONTACT

3800 Calvary Ct, Middleburg, FL 32068

Barbara Cocciolo

Trusts

Status: In Good Standing

CONTACT

Middleburg, FL 32050

800-923-0641

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LEGAL TERMS

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

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.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

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.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

SAMPLE LEGAL CASES

In re Estate of McKibbin

In re ESTATE of Loyette D. McKIBBIN, deceased. Larry H. McKibbin, as Personal Representative of the Estate of Loyette D. McKibbin, Appellant, v. Alterra Health Care Corporation a/k/a Alterra Healthcare Corporation; Beth M. Guinn a/k/a Beth Marie Waters Guinn; Tammie ...

Estate of Johnson v. Badger Acquisition

Failing to appropriately monitor the dispensing of medication for Norma J. Johnson; failing to appropriately monitor the proximity in which the same medication was dispensed for Norma J. Johnson; failing to adequately monitor Norma J. Johnson's medication administration; ...

SOVEREIGN HEALTHCARE v. Estate of Huerta

SOVEREIGN HEALTHCARE OF TAMPA, LLC, a/k/a Sovereign Healthcare of Tampa, LLC, d/b/a Sovereign Healthcare of Tampa (as to Bayshore Pointe Nursing & Rehab Center), Appellant, v. The ESTATE OF Florinda HUERTA, by and through Dennis HUERTA, ...

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Orange Park Estate Lawyer, Florida, page 2

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Alexandra Anna Dabek

Alison E Hickman

Amber R Donley

Andrea C Jevic

Andrew Leonas Barauskas

Ann R Shorstein

Anthony Cooper

Anthony Benjamin Zebouni

Barbara Cocciolo

Barbara Cocciolo

TIPS

LEGAL TERMS

GENERATION-SKIPPING TRANSFER TAX

SUCCESSOR TRUSTEE

SPECIAL ADMINISTRATOR

PROVING A WILL

SWEARING MATCH

SUMMARY PROBATE

CONSERVATOR

LIFE BENEFICIARY

RULE AGAINST PERPETUITIES

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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