Sumterville Estate Planning 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
1. Contact
2. Email
3. Refer
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Includes: Gift Taxation

David E. Cauthen

✓ VERIFIED

Divorce & Family Law, Family Law, Estate Planning, Child Support, Landlord-Tenant

Mr. Cauthen has been practicing family law since 1973.

CONTACT

800-706-9450

131 West Main St., Tavares, FL 32778

Frederick T. Goller

Living Wills, Estate Administration, Wills & Probate, Estate Planning

Status: In Good Standing

CONTACT

1028 Lake Sumter Landing, The Villages, FL 32162

Phillip S. Smith

Class Action, Estate Planning, Family Law, Corporate

Status: In Good Standing Licensed: 31 Years

CONTACT

Leesburg, FL 34749

Melissa Finley Williams

Real Estate, Estate Planning, Elder Law, Business

Status: In Good Standing Licensed: 12 Years

CONTACT

8564 E County Road 466, The Villages, FL 32162

Katina Helen Pantazis

Wills & Probate, Estate Planning, Estate, Elder Law, Business Organization

Status: In Good Standing Licensed: 15 Years

CONTACT

13710 North US Hwy 441, The Villages, FL 32159

Richard Shawn Fitzpatrick

Litigation, Estate Planning, Trusts, Trade Associations

Status: In Good Standing Licensed: 48 Years

CONTACT

213 N Apopka Ave, Inverness, FL 34450

Frank T Gaylord

Estate Planning, Estate, Divorce & Family Law, Commercial Real Estate

Status: In Good Standing

CONTACT

Eustis, FL 32727

H. John Feldman

Corporate, Estate Planning, Tax, Wills & Probate

Status: In Good Standing

CONTACT

215 North Joanna Avenue, Tavares, FL 32778

Norman C. Cummins

Real Estate, Wills & Probate, Estate Planning, Estate

Status: In Good Standing

FREE CONSULTATION

CONTACT

1635 East Highway 50, Clermont, FL 34711

Norman C. Cummins

Real Estate, Wills & Probate, Estate Planning, Estate

Status: In Good Standing

CONTACT

1635 E Highway 50, Clermont, FL 34711

800-923-0641

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LEGAL TERMS

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

DEED OF TRUST

See trust deed.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

TRUSTEE POWERS

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

CURATOR

See conservator.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

SAMPLE LEGAL CASES

Brundage v. Bank of America

... disputed transfers from the trust. Dorothy Gutsgell and her husband, who had no children of their own, executed a series of estate planning documents, using the law firm of Ruden McClosky for their planning. In 1992 Dorothy, as ...

Yang Enterprises, Inc. v. Georgalis

... Petitioners filed suit against Respondent for trade secret theft, tortious interference with a business relationship, and trade libel. In 1999, Petitioners retained Anthony Palma, an attorney in Broad and Cassel's Orlando office, for estate planning services. ...

Wheeler v. Powers

... In 2000, Dorothy L. Powers and her husband, Albert Powers, retained Kenneth B. Wheeler, an estates and trust attorney, to prepare estate planning documents. ... [1]. On December 20, 2004, Dorothy created several new estate planning documents through a different attorney. ...

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Sumterville Estate Planning Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

David E. Cauthen

Frederick T. Goller

Phillip S. Smith

Melissa Finley Williams

Katina Helen Pantazis

Richard Shawn Fitzpatrick

Frank T Gaylord

H. John Feldman

Norman C. Cummins

Norman C. Cummins

TIPS

LEGAL TERMS

HEIR APPARENT

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

DEED OF TRUST

DOWER AND CURTESY

RESIDUARY ESTATE

QDOT TRUST

TRUSTEE POWERS

CURATOR

REMAINDERMAN

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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