Ponte Vedra Beach Estate Lawyer, Florida, page 5

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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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Christopher Michael Bauer

International Tax, Estate Planning, Wills, Tax

Status: In Good Standing

CONTACT

818 A1A N, Ponte Vedra Beach, FL 32082

Clay B Tousey

Commercial Real Estate, International Tax, Trusts, Estate Planning, Corporate

Status: In Good Standing

CONTACT

818 A1A N, Ponte Vedra Beach, FL 32082

Clay Burford Tousey

International Tax, Trusts, Estate Planning, Corporate

Status: In Good Standing

CONTACT

818 A1A N, Ponte Vedra Beach, FL 32082

Clay B. Tousey

International Tax, Trusts, Estate Planning, Corporate

Status: In Good Standing

CONTACT

818 A1A N, Ponte Vedra Beach, FL 32082

Clayton Travis Miller

Estate, Divorce & Family Law

Status: In Good Standing Licensed: 17 Years

CONTACT

5150 Belfort Rd, Jacksonville, FL 32256

Colleen Ann White

Commercial Real Estate, Federal Appellate Practice, Estate Planning, Family Law

Status: In Good Standing Licensed: 32 Years

CONTACT

1168 1St Ave N, Jacksonville, FL 32250

Corey Robert Woods

General Practice

Status: In Good Standing Licensed: 25 Years

CONTACT

14000 Citi Cards Way, Jacksonville, FL 32256

Dan Armstrong

Commercial Real Estate, Trusts, Elder Law, Business & Trade, Business

Status: In Good Standing Licensed: 23 Years

CONTACT

Ponte Vedra Beach, FL 32004

David A. Drake

Employee Rights, Business & Trade, Wills, Commercial Real Estate

Status: In Good Standing Licensed: 34 Years

CONTACT

6 Fairfield Blvd, Ponte Vedra Beach, FL 32082

David Robinson Repass

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 24 Years

CONTACT

111 Solana Rd, Ponte Vedra Beach, FL 32082

800-923-0641

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LEGAL TERMS

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.'

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

ADEMPTION

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she di... (more...)

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she dies. Often this happens because the property has been sold, destroyed or given away to someone other than the beneficiary named in the will. A bequest may also be adeemed when the will maker, while still living, gives the property to the intended beneficiary (called 'ademption by satisfaction'). When a bequest is adeemed, the beneficiary named in the will is out of luck; he or she doesn't get cash or a different item of property to replace the one that was described in the will. For example, Mark writes in his will, 'I leave to Rob the family vehicle,' but then trades in his car in for a jet ski. When Mark dies, Rob will receive nothing. Frustrated beneficiaries may challenge an ademption in court, especially if the property was not clearly identified in the first place.

NET ESTATE

The value of all property owned at death less liabilities or debts.

CREDIT SHELTER TRUST

See AB trust.

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.

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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Ponte Vedra Beach Estate Lawyer, Florida, page 5

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Christopher Michael Bauer

Clay B Tousey

Clay Burford Tousey

Clay B. Tousey

Clayton Travis Miller

Colleen Ann White

Corey Robert Woods

Dan Armstrong

David A. Drake

David Robinson Repass

TIPS

LEGAL TERMS

LIVING TRUST

INHERIT

ACCUMULATION TRUST

PROBATE COURT

BANKRUPTCY ESTATE

ADEMPTION

NET ESTATE

CREDIT SHELTER TRUST

GENERATION-SKIPPING TRANSFER TAX

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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