Wildwood 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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Stephen W. Johnson

Estate Planning, Contract, Employment, Trusts, Wills

Status: In Good Standing

CONTACT

1000 West Main Street, Leesburg, FL 34748

Susan Sullivan

Commercial Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 30 Years

CONTACT

4752 County Road, Wildwood, FL 34785

Kathryn Elizabeth Linn

Commercial Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 19 Years

CONTACT

561 Fieldcrest Dr, Lady Lake, FL 32162

Victor Michael Dimattia

General Practice

Status: In Good Standing Licensed: 37 Years

CONTACT

1741 Morelos Rd, Lady Lake, FL 32159

George H Russ

Trusts, Family Law, Civil Rights, Personal Injury

Status: In Good Standing Licensed: 48 Years

CONTACT

36049 E Spring Lake Blvd, Fruitland Park, FL 34731

Richard Ambrose Mills

International Tax, Trusts, Elder Law, Banking & Finance

Status: In Good Standing Licensed: 43 Years

CONTACT

8405 Se 177Th Bartram Loop, Lady Lake, FL 32162

Randall Norman Thornton

Land Use & Zoning, Elder Law, Trusts, Federal Appellate Practice

Status: In Good Standing Licensed: 50 Years

CONTACT

Lake Panasoffkee, FL 33538

Brett Thomson Bradford

Power of Attorney, Landlord-Tenant, Defect and Lemon Law, Trusts, Estate

Status: In Good Standing

CONTACT

Fruitland Park, FL 34731

Marla Mudano

Trusts, Business

Status: In Good Standing Licensed: 42 Years

CONTACT

9517 Se 173Rd Pl, Summerfield, FL 34491

Steve Bairstow

General Practice

Status: In Good Standing Licensed: 46 Years

CONTACT

2605 Se 163Rd Street Rd, Summerfield, FL 34491

800-923-0641

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LEGAL TERMS

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.

FAMILY POT TRUST

See pot trust.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

DEED OF TRUST

See trust deed.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

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.

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.

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

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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Wildwood Trusts Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Stephen W. Johnson

Susan Sullivan

Kathryn Elizabeth Linn

Victor Michael Dimattia

George H Russ

Richard Ambrose Mills

Randall Norman Thornton

Brett Thomson Bradford

Marla Mudano

Steve Bairstow

TIPS

LEGAL TERMS

QDOT TRUST

FAMILY POT TRUST

GRANTOR RETAINED INCOME TRUST

DEED OF TRUST

CONTINGENT BENEFICIARY

DISTRIBUTEE

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

TRUST MERGER

PUBLISHED WORK

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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