Westville 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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Daniel C. Perri

Tax, Wills & Probate, Trusts, Estate

Status: In Good Standing

CONTACT

4 Eleventh Ave., Shalimar, FL 32579

J. Mark Fisher

Wills & Probate, Wills, Trusts, Estate Planning

Status: In Good Standing

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181 Eglin Pkwy, NE, Fort Walton Beach, FL 32548

David Lyle Dalenberg

Landlord-Tenant, Traffic, Government Contract, Trusts, Discrimination

Status: In Good Standing Licensed: 54 Years

CONTACT

136 Haven Way, Freeport, FL 32439

Lisa Y Pitell

International Tax, Trusts, Elder Law, Corporate

Status: In Good Standing Licensed: 24 Years

CONTACT

Niceville, FL 32578

Amanda L. Caldwell

Litigation, Trusts, Civil Rights, Business & Trade

Status: In Good Standing Licensed: 21 Years

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Santa Rosa Beach, FL 32459

Linda Jacqueline DeVore

Trusts, Bankruptcy, Education, Federal Appellate Practice

Status: In Good Standing Licensed: 26 Years

CONTACT

1633 Sardinia Cove, Niceville, FL 32578

William Edward Wyrough

Real Estate, Federal Appellate Practice, Trusts, Elder Law

Status: In Good Standing Licensed: 33 Years

CONTACT

9004 Rushing River Way, Niceville, FL 32578

Kimberly Cheatham Cole

Adoption, Trusts, Contract, Credit & Debt

Status: In Good Standing Licensed: 15 Years

CONTACT

115 Bailey Dr, Niceville, FL 32578

Bret Allen Moore

Estate, Trusts, Estate Planning, Wills & Probate

Status: In Good Standing Licensed: 39 Years

CONTACT

Niceville, FL 32588

Charles Marion Robinson

State Government, Trusts

Status: In Good Standing Licensed: 7 Years

CONTACT

216 Yacht Club Dr, Niceville, FL 32578

800-923-0641

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LEGAL TERMS

TESTAMENTARY TRUST

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

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

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.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

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.

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.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

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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Westville Trusts Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Daniel C. Perri

J. Mark Fisher

David Lyle Dalenberg

Lisa Y Pitell

Amanda L. Caldwell

Linda Jacqueline DeVore

William Edward Wyrough

Kimberly Cheatham Cole

Bret Allen Moore

Charles Marion Robinson

TIPS

LEGAL TERMS

TESTAMENTARY TRUST

ENTITY

PROBATE COURT

SUCCESSOR TRUSTEE

LETTERS TESTAMENTARY

POUR-OVER WILL

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

ADMINISTRATION (OF AN ESTATE)

TRUST MERGER

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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