Westville Trusts Lawyer, Florida, 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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Daniel C Perri

International Tax, Trusts, Elder Law, Corporate

Status: In Good Standing Licensed: 53 Years

CONTACT

4 11Th Ave, Shalimar, FL 32579

David Lyle Dalenberg

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

Status: In Good Standing Licensed: 54 Years

CONTACT

136 Haven Way, Freeport, FL 32439

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

George E Day

Real Estate, Trusts

Status: In Good Standing Licensed: 47 Years

CONTACT

32 Beal Pkwy Sw, Fort Walton Beach, FL 32548

John Thomas Brown

Construction, Mediation, Trusts, Civil Rights

Status: In Good Standing Licensed: 38 Years

CONTACT

1940 Lewis Turner Blvd, Fort Walton Beach, FL 32547

Kimberly Cheatham Cole

Adoption, Trusts, Contract, Credit & Debt

Status: In Good Standing Licensed: 15 Years

CONTACT

115 Bailey Dr, Niceville, FL 32578

Larry H Hipsh

International Tax, Trusts, Civil Rights, Corporate

Status: In Good Standing Licensed: 19 Years

CONTACT

Fort Walton Beach, FL 32549

Linda Jacqueline DeVore

Trusts, Bankruptcy, Education, Federal Appellate Practice

Status: In Good Standing Licensed: 26 Years

CONTACT

1633 Sardinia Cove, Niceville, FL 32578

Lisa Y Pitell

International Tax, Trusts, Elder Law, Corporate

Status: In Good Standing Licensed: 24 Years

CONTACT

Niceville, FL 32578

Lori Weems Evers

Trusts, Elder Law, Family Law, Life & Health

Status: In Good Standing Licensed: 28 Years

CONTACT

114 Palmetto St, Destin, FL 32541

800-923-0641

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LEGAL TERMS

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

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.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

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, page 2

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Daniel C Perri

David Lyle Dalenberg

Franz Walter Chevannes

George E Day

John Thomas Brown

Kimberly Cheatham Cole

Larry H Hipsh

Linda Jacqueline DeVore

Lisa Y Pitell

Lori Weems Evers

TIPS

LEGAL TERMS

EXECUTOR

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

EXEMPTION TRUST

QTIP TRUST

RULE AGAINST PERPETUITIES

SWEARING MATCH

ANCILLARY PROBATE

WARRANTY DEED

GRANT DEED

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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