Windermere Estate Planning 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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2. Email
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Includes: Gift Taxation

Frank Blanco

Civil Rights, Estate Planning, Bankruptcy, Contract, Personal Injury

Status: In Good Standing Licensed: 8 Years

FREE CONSULTATION

CONTACT

P.O. Box 1849, Windermere, FL 34786

Rick Chandoke

Estate Planning, Corporate, Contract

Status: In Good Standing Licensed: 10 Years

CONTACT

Windermere, FL 34786

Douglas Edward Carey

Bankruptcy, Trusts, Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 20 Years

CONTACT

Windermere, FL 34786

Thomas Haig Tukdarian

Commercial Real Estate, Dispute Resolution, Estate Planning, Business

Status: In Good Standing Licensed: 40 Years

CONTACT

Windermere, FL 34786

John W Rodgers

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 59 Years

CONTACT

3735 Lake Buynak Rd, Windermere, FL 34786

Louis Martin Tavares

Other, Immigration, Public Interest Law, Estate Planning

Status: In Good Standing Licensed: 20 Years

CONTACT

13527 Lake Cawood Drive, Windermere, FL 34786

Ivonne Tellechea Caldwell

Commercial Real Estate, Eminent Domain, Real Estate, Estate Planning

Status: In Good Standing Licensed: 29 Years

CONTACT

3732 Winter Garden Vineland Rd, Winter Garden, FL 34787

Sean Joseph Roberts

General Practice

Status: In Good Standing Licensed: 25 Years

CONTACT

5359 Brookline Dr, Orlando, FL 32819

Sanjiv Patel

Insurance, Commercial Real Estate, Estate Planning, Real Estate

Status: In Good Standing Licensed: 25 Years

CONTACT

9231 Reflection Pointe Dr, Windermere, FL 34786

Cary Leigh Moss

Commercial Real Estate, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

8913 Conroy Windermere Rd, Orlando, FL 32835

800-923-0641

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LEGAL TERMS

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

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.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

CERTIFICATION OF TRUST

See abstract of trust.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

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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Windermere Estate Planning Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Frank Blanco

Rick Chandoke

Douglas Edward Carey

Thomas Haig Tukdarian

John W Rodgers

Louis Martin Tavares

Ivonne Tellechea Caldwell

Sean Joseph Roberts

Sanjiv Patel

Cary Leigh Moss

TIPS

LEGAL TERMS

PREDECEASED SPOUSE

NONPROBATE

DISCHARGE (OF PROBATE ADMINISTRATOR)

REAL ESTATE AGENT

GENERATION-SKIPPING TRUST

BANKRUPTCY ESTATE

CERTIFICATION OF TRUST

SUMMARY PROBATE

HEIR AT LAW

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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