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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Clay Alan Schnitker

Mediation, Federal Appellate Practice, Trusts, Business & Trade

Status: In Good Standing Licensed: 42 Years

CONTACT

Madison, FL 32341

Scot B Copeland Pl

Real Estate, Trusts, Personal Injury, Wills & Probate

Status: In Good Standing

CONTACT

174 E Base St, Madison, FL 32340

Sandra Kay Haas

Other, Wills, Trusts, Family Law

Status: In Good Standing Licensed: 34 Years

CONTACT

Mc Alpin, FL 32062

Saundra G Swift

Federal Appellate Practice, Trusts, Adoption, Civil Rights

Status: In Good Standing Licensed: 30 Years

CONTACT

3987 Louvinia Dr, Tallahassee, FL 32311

Harry Lewis Michaels

Real Estate, State Trial Practice, Trusts

Status: Deceased Licensed: 73 Years

CONTACT

Tallahassee, FL 32317

Belinda Rene Takach France

International Tax, Trusts, Estate, Elder Law, Corporate

Status: In Good Standing Licensed: 37 Years

CONTACT

2548 Blairstone Pines Dr, Tallahassee, FL 32301

Stuart Elliot Goldberg

International Tax, Trusts, Elder Law, Business

Status: In Good Standing Licensed: 42 Years

CONTACT

Tallahassee, FL 32317

Nicholas Daniel Fugate

Litigation, Trusts, Civil Rights, Credit & Debt

Status: In Good Standing Licensed: 15 Years

CONTACT

Tallahassee, FL 32314

William H Hughes

Business & Trade, Trusts, Real Estate, Business

Status: In Good Standing Licensed: 38 Years

CONTACT

Tallahassee, FL 32302

Don Alan Hyman

Trusts, Civil Rights, Contract, Personal Injury

Status: In Good Standing Licensed: 46 Years

CONTACT

Tallahassee, FL 32317

800-923-0641

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LEGAL TERMS

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

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.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

MARITAL LIFE ESTATE TRUST

See AB trust.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

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

Clay Alan Schnitker

Scot B Copeland Pl

Sandra Kay Haas

Saundra G Swift

Harry Lewis Michaels

Belinda Rene Takach France

Stuart Elliot Goldberg

Nicholas Daniel Fugate

William H Hughes

Don Alan Hyman

TIPS

LEGAL TERMS

PUBLIC ADMINISTRATOR

ALTERNATE BENEFICIARY

TAKING AGAINST THE WILL

LIVING TRUST

ADMINISTRATION (OF AN ESTATE)

TRUSTEE POWERS

MARITAL LIFE ESTATE TRUST

TRUST CORPUS

PER STIRPES

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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