Winter Springs Trusts 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
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Randy C Bryan

Commercial Real Estate, International Tax, Trusts, Elder Law

Status: In Good Standing

CONTACT

254 Plaza Dr, Oviedo, FL 32765

Margaret Rose Hoyt

Elder Law, Trusts, Mediation, Business & Trade

Status: In Good Standing Licensed: 31 Years

CONTACT

254 Plaza Dr, Oviedo, FL 32765

Peggy Hoyt

Commercial Real Estate, Trusts, Guardianships & Conservatorships, Elder Law

Status: In Good Standing

CONTACT

254 Plaza Drive, Oviedo, FL 32765

Robert Charles Wilkins

Wills, Wills & Probate, Trusts, Estate, Civil Rights

Status: In Good Standing Licensed: 41 Years

CONTACT

341 North Maitland Avenue, Maitland, FL 32751

Lance Anthony Ragland

Real Estate, Wills, Trusts, Estate

Status: In Good Standing Licensed: 27 Years

CONTACT

2461 West SR 426, Oviedo, FL 32765

Robert Neil Lerner

Real Estate, Business, Litigation, Trusts

Status: In Good Standing Licensed: 55 Years

CONTACT

Altamonte Springs, FL 32715

Julie Eason Smith

Real Estate, Trusts, Wills & Probate

Status: In Good Standing Licensed: 33 Years

CONTACT

2060 Winter Springs Blvd, Oviedo, FL 32765

Donald George Morrison

Corporate, Construction, Litigation, Trusts

Status: In Good Standing Licensed: 41 Years

CONTACT

Altamonte Springs, FL 32716

Diana Passalacqua

Commercial Real Estate, Federal Appellate Practice, Trusts, Family Law

Status: In Good Standing Licensed: 23 Years

CONTACT

283 Cranes Roost Blvd, Altamonte Springs, FL 32701

Nancy Sue Freeman

Wills & Probate, Trusts, Estate, Corporate

Status: In Good Standing Licensed: 32 Years

CONTACT

2461 W State Road 426, Oviedo, FL 32765

800-923-0641

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LEGAL TERMS

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

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.'

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

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.

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.

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

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 Springs Trusts Lawyer, Florida, page 2

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Randy C Bryan

Margaret Rose Hoyt

Peggy Hoyt

Robert Charles Wilkins

Lance Anthony Ragland

Robert Neil Lerner

Julie Eason Smith

Donald George Morrison

Diana Passalacqua

Nancy Sue Freeman

TIPS

LEGAL TERMS

EXECUTOR

ABSTRACT OF TRUST

TRUSTEE POWERS

AB TRUST

PROPERTY CONTROL TRUST

CONTINGENT BENEFICIARY

PERSONAL PROPERTY

PUBLIC ADMINISTRATOR

QTIP TRUST

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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