Winter Park 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

Vanette Augustin

Immigration, Estate Planning, Estate, Family Law, Divorce & Family Law

JP Augustin Law Firm is a boutique style law firm that offers clients individualized professional services. The Firm recognized that each client is un... (more)

CONTACT

407-409-1101

407 Lake Howell Rd, Orlando, FL 32811

David W Veliz

✓ VERIFIED

Divorce, Wills & Probate, Estate Planning, Custody & Visitation, Family Law

Your Family's Law Firm.

David is the managing shareholder of Veliz Katz Law located in Maitland, Florida. He has been providing a broad range of legal services to individual ... (more)

FREE CONSULTATION

CONTACT

407-849-7072

630 North Wymore Road, Maitland, FL 32751

Frank L. Pohl

Tax, Real Estate, Estate Planning, Business Organization

Status: In Good Standing

CONTACT

280 West Canton Avenue, Winter Park, FL 32789

Albert D. Capouano

Estate Planning, Corporate, Business Organization, Antitrust

Status: In Good Standing

CONTACT

800 North Magnolia Avenue, Orlando, FL 32803

L. Bruce Swiren

Real Estate, Wills, Wills & Probate, Estate Planning

Status: In Good Standing

CONTACT

1516 E. Hillcrest Street, Orlando, FL 32803

Robert S. MacDonald

Real Estate, Estate Planning, Tax

Status: In Good Standing

CONTACT

1000 Legion Place, Orlando, FL 32801

H. Clay Parker

Corporate, Estate Planning, Family Law, Medical Malpractice

Status: In Good Standing

CONTACT

1215 East Amelia Street, Orlando, FL 32803

Gary Siegel

Business Organization, Contract, Criminal, Estate Planning

Status: In Good Standing

FREE CONSULTATION

CONTACT

6500 U.S.Highway 17-92, Casselberry, FL 32730

Bruce B. Blackwell

Litigation, Estate Planning, Family Law, Corporate

Status: In Good Standing

CONTACT

25 E. Pine Street, Orlando, FL 32801

Edward R. Alexander

Estate Planning, Contract, Business Organization, Business

Status: In Good Standing

CONTACT

SunTrust Center, 200 South Orange Avenue, Orlando, FL 32801

800-923-0641

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LEGAL TERMS

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.

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).

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

CERTIFICATION OF TRUST

See abstract of trust.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving 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 capita, Julie and the two grandchildren will each take a third. If, on the other hand, 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).

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

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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Winter Park Estate Planning Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Vanette Augustin

David W Veliz

Frank L. Pohl

Albert D. Capouano

L. Bruce Swiren

Robert S. MacDonald

H. Clay Parker

Gary Siegel

Bruce B. Blackwell

Edward R. Alexander

TIPS

LEGAL TERMS

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

GRANTOR RETAINED INCOME TRUST

ENTITY

CERTIFICATION OF TRUST

PER CAPITA

AUGMENTED ESTATE

ADMINISTRATION (OF AN ESTATE)

PERSONAL PROPERTY

FINAL BENEFICIARY

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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