Perry 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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Scot B Copeland Pl

Real Estate, Trusts, Personal Injury, Wills & Probate

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174 E Base St, Madison, FL 32340

Clay Alan Schnitker

Mediation, Federal Appellate Practice, Trusts, Business & Trade

Status: Licensed: 42 Years

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Madison, FL 32341

Sandra Kay Haas

Other, Wills, Trusts, Family Law

Status: Licensed: 34 Years

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Mc Alpin, FL 32062

Cathleen Kenney Curtis

Commercial Real Estate, Trusts, Estate Planning

Status: Licensed: 18 Years

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103 N Jefferson St, Perry, FL 32347

Jordan D. August

Trusts, Corporate, Personal Injury, Employment Discrimination

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215 S Monroe St, Tallahassee, FL 32301

Lauchlin Tench Waldoch

Elder Law, Trusts, Wills

Status: Licensed: 21 Years

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1632 Metropolitan Cir, Tallahassee, FL 32308

Mary Edwards

Administrative Law, Trusts, Personal Injury, Employment Discrimination

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101 N Monroe St, Tallahassee, FL 32301

Steven Leonard Sparkman

Land Use & Zoning, Trusts, Elder Law, Business & Trade

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3534 Dogwood Valley Trl, Tallahassee, FL 32312

John Matthew Guard

Litigation, Federal Trial Practice, Trusts, Business

Status: Licensed: 24 Years

CONTACT

404 South Monroe Street, Tallahassee, FL 32399

Elizabeth Anne Montgomery

Government Contract, Trusts, Civil Rights, Corporate

Status: Licensed: 25 Years

CONTACT

1060 Corby Ct, Tallahassee, FL 32317

800-923-0641

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LEGAL TERMS

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

CURATOR

See conservator.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

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.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

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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Perry Trusts Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Scot B Copeland Pl

Clay Alan Schnitker

Sandra Kay Haas

Cathleen Kenney Curtis

Jordan D. August

Lauchlin Tench Waldoch

Mary Edwards

Steven Leonard Sparkman

John Matthew Guard

Elizabeth Anne Montgomery

TIPS

LEGAL TERMS

ABSTRACT OF TRUST

ADMINISTRATRIX

INTESTATE

EXEMPTION TRUST

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

CURATOR

TRUST DEED

RULE AGAINST PERPETUITIES

POUR-OVER WILL

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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