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
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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.

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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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Kenneth Michael Jones

Commercial Real Estate, Trusts, Corporate, Bankruptcy

Status: In Good Standing Licensed: 53 Years

CONTACT

1252 Makarios Dr, Saint Augustine, FL 32080

Lara Alexis Mason

Commercial Real Estate, Trusts, Family Law, Elder Law

Status: In Good Standing Licensed: 24 Years

CONTACT

330 A1A N, Ponte Vedra Beach, FL 32082

Noelle Marie Pecora

Commercial Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 19 Years

CONTACT

380 Parkbluff Cir, Ponte Vedra Beach, FL 32081

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

Richard Q. Lewis

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

Status: In Good Standing

CONTACT

701 Market St, Saint Augustine, FL 32095

Richard Q. Lewis

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

Status: In Good Standing

CONTACT

701 Market St, Saint Augustine, FL 32095

Robert Daugustinis

Real Estate, Litigation, Wills & Probate, Trusts

Status: In Good Standing Licensed: 11 Years

CONTACT

1633 Race Track Rd, Saint Johns, FL 32259

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

Sean Patrick Mason

Commercial Real Estate, Trusts, Estate, Family Law, Elder Law

Status: In Good Standing Licensed: 15 Years

CONTACT

330 A1A N, 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

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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.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

FUNDING A TRUST

Transferring ownership of property to a trust.

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.

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.'

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.

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.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

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.

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

Kenneth Michael Jones

Lara Alexis Mason

Noelle Marie Pecora

Paul H Threatt

Richard Q. Lewis

Richard Q. Lewis

Robert Daugustinis

Robert Edwin Grier

Sean Patrick Mason

Steven Andrew Harris

TIPS

LEGAL TERMS

LAPSE

SPENDTHRIFT TRUST

FUNDING A TRUST

BANKRUPTCY ESTATE

LIVING TRUST

ACCUMULATION TRUST

SPECIFIC BEQUEST

PROBATE

PUBLIC ADMINISTRATOR

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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