Winter Park 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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Julie Jo Adams

Wills & Probate, Wills, Bankruptcy, Trusts

Status: In Good Standing

FREE CONSULTATION

CONTACT

415 South Orlando Avenue, Winter Park, FL 32789

David Nicholas Torre

Real Estate, Trusts, Trade Associations

Status: In Good Standing Licensed: 15 Years

CONTACT

N/A, Winter Park, FL 32790

Tucker Harrison Byrd

Dispute Resolution, Trusts, Business, Bankruptcy & Debt, Lawsuit & Dispute

Status: In Good Standing Licensed: 43 Years

CONTACT

180 Park Avenue North, Winter Park, FL 32789

Mark W. Terrell

Commercial Real Estate, International Tax, Trusts, Estate Planning

Status: In Good Standing Licensed: 20 Years

CONTACT

675 Dunblane Dr, Winter Park, FL 32792

James Clinton Washburn

Construction, Real Estate, Trusts

Status: In Good Standing Licensed: 27 Years

CONTACT

280 W Canton Ave, Winter Park, FL 32789

Stephanie Mercedes Velo

Commercial Real Estate, Land Use & Zoning, Trusts, State and Local

Status: In Good Standing

CONTACT

324 W Morse Blvd, Winter Park, FL 32789

Cory Suter

Elder Law, Contract, Trusts, Corporate

Status: In Good Standing Licensed: 12 Years

CONTACT

531 W Morse Blvd, Winter Park, FL 32789

Aaron Jude Scicchitano

Mass Torts, Trusts, Estate Planning, Personal Injury

Status: In Good Standing Licensed: 22 Years

CONTACT

2329 Westminster Ct, Winter Park, FL 32789

Bruce Moffat Wigle

Commercial Real Estate, International Tax, Trusts, Elder Law

Status: In Good Standing Licensed: 45 Years

CONTACT

Winter Park, FL 32790

Gary Charles Wohlust

Commercial Real Estate, International Tax, Trusts, Elder Law

Status: In Good Standing Licensed: 55 Years

CONTACT

Winter Park, FL 32790

800-923-0641

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LEGAL TERMS

FAMILY POT TRUST

See pot trust.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

CREDIT SHELTER TRUST

See AB trust.

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.

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.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

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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Winter Park Trusts Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Julie Jo Adams

David Nicholas Torre

Tucker Harrison Byrd

Mark W. Terrell

James Clinton Washburn

Stephanie Mercedes Velo

Cory Suter

Aaron Jude Scicchitano

Bruce Moffat Wigle

Gary Charles Wohlust

TIPS

LEGAL TERMS

FAMILY POT TRUST

ABSTRACT OF TRUST

ENDOWMENT INSURANCE

CREDIT SHELTER TRUST

FAMILY ALLOWANCE

EXEMPTION TRUST

INHERIT

FAILURE OF ISSUE

TESTAMENTARY TRUST

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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