Saint Johns County, FL Trusts Lawyers, 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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Dan Armstrong

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

Status: In Good Standing Licensed: 23 Years

CONTACT

Ponte Vedra Beach, FL 32004

Claude J Greenfield

Trusts, Family Law, Criminal, Civil Rights

Status: In Good Standing Licensed: 16 Years

CONTACT

215 4Th St, Saint Augustine, FL 32080

Jared Issac Lopez Loucel

Dispute Resolution, Trusts, Estate Planning, Family Law, Bankruptcy

Status: In Good Standing Licensed: 15 Years

CONTACT

Saint Johns, FL 32260

Paul H Threatt

Trusts, Family Law, Elder Law, Administrative Law

Status: In Good Standing Licensed: 16 Years

CONTACT

8519 Crosswinds Dr, Saint Augustine, FL 32092

Robert Edwin Grier

Administrative Law, Elder Law, Family Law, Trusts

Status: In Good Standing Licensed: 37 Years

CONTACT

100 Island Cottage Way, Saint Augustine, FL 32080

William Hardy Hill

Commercial Real Estate, International, Immigration, Trusts, Estate

Status: In Good Standing Licensed: 50 Years

CONTACT

2106 Sawgrass Village Dr, Ponte Vedra Beach, FL 32082

Steven Andrew Harris

Litigation, Trusts, Civil & Human Rights, Wills

Status: In Good Standing Licensed: 49 Years

CONTACT

Saint Augustine, FL 32085

Kelley Presley

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

Status: In Good Standing Licensed: 17 Years

CONTACT

2465 Us 1 S, Saint Augustine, FL 32086

Donald Leonard Hile

Trusts, Gift Taxation, Estate, Business

Status: In Good Standing Licensed: 38 Years

CONTACT

830-13 A 1 A North, Ponte Vedra Beach, FL 32082

Hamilton Davis Upchurch

Real Estate, Corporate, Civil Rights, Trusts

Status: In Good Standing Licensed: 73 Years

CONTACT

Saint Augustine, FL 32085

800-923-0641

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LEGAL TERMS

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

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.

TITLE COMPANY

A company that issues title insurance.

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.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

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.

DEED OF TRUST

See trust deed.

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

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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Saint Johns County, FL Trusts Lawyers, page 2

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Dan Armstrong

Claude J Greenfield

Jared Issac Lopez Loucel

Paul H Threatt

Robert Edwin Grier

William Hardy Hill

Steven Andrew Harris

Kelley Presley

Donald Leonard Hile

Hamilton Davis Upchurch

TIPS

LEGAL TERMS

SPECIFIC BEQUEST

DEVISEE

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

TITLE COMPANY

ALTERNATE BENEFICIARY

NONPROBATE

ADMINISTRATION (OF AN ESTATE)

DEED OF TRUST

ESTATE PLANNING

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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