Wewahitchka Estate Planning 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
1. Contact
2. Email
3. Refer
5. Visit:
6. Website
7. Profile

Includes: Gift Taxation

Jacob Shelby Cook

Commercial Real Estate, Estate Planning, Business, Personal Injury

Status: In Good Standing Licensed: 9 Years

CONTACT

421 Magnolia Ave, Panama City, FL 32401

Catherine S. Hester

Real Estate, Litigation, Estate Planning, Business

Status: In Good Standing Licensed: 28 Years

CONTACT

558 Harrison Ave, Panama City, FL 32401

Catherine Skinner Hester

Real Estate, Litigation, Estate Planning, Business

Status: In Good Standing Licensed: 28 Years

CONTACT

558 Harrison Ave, Panama City, FL 32401

Amanda Rowland Hampel

Family Law, Estate Planning

Status: In Good Standing

CONTACT

Inlet Beach, FL 32461

William Gerald Hamm

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 32 Years

CONTACT

13123 E Emerald Coast Pkwy, Inlet Beach, FL 32461

Kristen Jennette Keller

Commercial Real Estate, Wills, Estate Planning, Estate

Status: In Good Standing Licensed: 25 Years

CONTACT

754 Jenks Ave, Panama City, FL 32401

Margaret Ruth Henkle

Tax, Estate Planning, Business & Trade, Business

Status: In Good Standing Licensed: 19 Years

CONTACT

754 Jenks Ave, Panama City, FL 32401

Kristen Jennette Keller

Commercial Real Estate, Wills, Estate Planning, Estate

Status: In Good Standing Licensed: 25 Years

CONTACT

754 Jenks Ave, Panama City, FL 32401

Chelsea Renee Stewart

General Practice

Status: In Good Standing

CONTACT

1042 Jenks Ave, Panama City, FL 32401

Angela Nichole Warren

Estate Planning, Child Custody, Elder Law, Estate, Wills

Status: In Good Standing Licensed: 21 Years

CONTACT

1328 Jenks Ave, Panama City, FL 32401

800-923-0641

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LEGAL TERMS

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

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.

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.

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.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

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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Wewahitchka Estate Planning Lawyer, Florida, page 2

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Jacob Shelby Cook

Catherine S. Hester

Catherine Skinner Hester

Amanda Rowland Hampel

William Gerald Hamm

Kristen Jennette Keller

Margaret Ruth Henkle

Kristen Jennette Keller

Chelsea Renee Stewart

Angela Nichole Warren

TIPS

LEGAL TERMS

PETITION

MINERAL RIGHTS

TRUST MERGER

QDOT TRUST

SPENDTHRIFT TRUST

HEIR AT LAW

PER STIRPES

FAMILY ALLOWANCE

DEVISEE

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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