Reddick 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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Aaron L. Moore

Wills, Estate Administration, Wills & Probate, Trusts

Status: In Good Standing

CONTACT

18 NW 33 Court, Gainesville, FL 32607

Norm Daniel Fugate

Government Contract, Trusts, Corporate, Credit & Debt

Status: In Good Standing Licensed: 30 Years

CONTACT

Williston, FL 32696

Kellean Kai Truesdell

Estate Planning, Elder Law, Commercial Real Estate, Trusts, Wills

Status: In Good Standing Licensed: 32 Years

CONTACT

200 Nw 52Nd Ave, Ocala, FL 34482

Colleen Marie Duris

Commercial Real Estate, Federal Appellate Practice, Trusts, Elder Law

Status: In Good Standing

CONTACT

500 Ne 8Th Ave, Ocala, FL 34470

Karl V. Hart

Construction, Litigation, Trusts, Equine

Status: In Good Standing

CONTACT

7 E. Silver Springs Boulevard, Ocala, FL 34470

James Leonard Richard

Real Estate, Wills & Probate, Trusts, Accident & Injury

Status: In Good Standing Licensed: 47 Years

CONTACT

808 E Fort King St, Ocala, FL 34471

Stanley W Plappert

Litigation, Trusts, Estate Planning, Employment Discrimination, Personal Injury

Status: In Good Standing Licensed: 15 Years

CONTACT

1024 E Silver Springs Blvd, Ocala, FL 34470

Susan E. Dean

Litigation, Wills & Probate, Trusts, Estate Planning

Status: In Good Standing Licensed: 37 Years

CONTACT

230 Ne 25Th Ave, Ocala, FL 34470

Susan E Dean

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 37 Years

CONTACT

230 Ne 25Th Ave, Ocala, FL 34470

Samantha Shealy Rauba

Commercial Real Estate, Trusts, Guardianships & Conservatorships, Elder Law, Estate Planning

Status: In Good Standing

CONTACT

Ocala, FL 34478

800-923-0641

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LEGAL TERMS

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

CERTIFICATION OF TRUST

See abstract of trust.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

TESTAMENTARY TRUST

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

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

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.

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.

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

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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Reddick Trusts Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Aaron L. Moore

Norm Daniel Fugate

Kellean Kai Truesdell

Colleen Marie Duris

Karl V. Hart

James Leonard Richard

Stanley W Plappert

Susan E. Dean

Susan E Dean

Samantha Shealy Rauba

TIPS

LEGAL TERMS

LAPSE

CERTIFICATION OF TRUST

ESTATE TAXES

TESTAMENTARY TRUST

PETITION

INTER VIVOS TRUST

POUR-OVER WILL

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

ALTERNATE BENEFICIARY

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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