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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J. Mark Fisher

Wills & Probate, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

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

Daniel C. Perri

Tax, Wills & Probate, Trusts, Estate

Status: In Good Standing

CONTACT

4 Eleventh Ave., Shalimar, FL 32579

Franz Walter Chevannes

Estate Planning, Wills & Probate, Trusts, Family Law

Status: In Good Standing Licensed: 12 Years

CONTACT

3999 Commons Dr W, Destin, FL 32541

William Glenn Kilpatrick

Other, Wills, Trusts, Estate Planning, Commercial Real Estate

Status: In Good Standing Licensed: 24 Years

CONTACT

3999 Commons Dr W, Destin, FL 32541

Lori Weems Evers

Trusts, Elder Law, Family Law, Life & Health

Status: In Good Standing Licensed: 28 Years

CONTACT

114 Palmetto St, Destin, FL 32541

Anne M McBride

Corporate, Real Estate, Trusts, Family Law

Status: In Good Standing

CONTACT

909 Mar Walt Dr, Fort Walton Beach, FL 32547

Tracy Olson Strom

Bankruptcy, Trusts, Child Custody, Elder Law, Estate

Status: In Good Standing Licensed: 33 Years

CONTACT

204 Buck Dr Ne, Fort Walton Beach, FL 32548

Larry H Hipsh

International Tax, Trusts, Civil Rights, Corporate

Status: In Good Standing Licensed: 19 Years

CONTACT

Fort Walton Beach, FL 32549

Nicholas Gresham Foster

Estate Planning, Commercial Real Estate, Business, Trusts, Estate

Status: In Good Standing Licensed: 12 Years

CONTACT

909 Mar Walt Dr, Fort Walton Beach, FL 32547

Tracy Strom

Bankruptcy, Trusts, Child Custody, Elder Law, Estate

Status: In Good Standing Licensed: 33 Years

CONTACT

204 Buck Dr Ne, Fort Walton Beach, FL 32548

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.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

TRUSTEE POWERS

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

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

J. Mark Fisher

Daniel C. Perri

Franz Walter Chevannes

William Glenn Kilpatrick

Lori Weems Evers

Anne M McBride

Tracy Olson Strom

Larry H Hipsh

Nicholas Gresham Foster

Tracy Strom

TIPS

LEGAL TERMS

HEIR APPARENT

RESIDUARY BENEFICIARY

ABSTRACT OF TRUST

GENERATION-SKIPPING TRUST

WILL

CHARITABLE TRUST

SELF-PROVING WILL

INCOMPETENCE

TRUSTEE POWERS

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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