Apopka 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
3. Refer
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Includes: Gift Taxation

David W Veliz

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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

Robert Kenneth McIntosh

Estate Administration, Estate Planning, Guardianships & Conservatorships, Elder Law

Status: In Good Standing

CONTACT

1001 Heathrow Park Ln, Lake Mary, FL 32746

Gary Siegel

Business Organization, Contract, Criminal, Estate Planning

Status: In Good Standing

FREE CONSULTATION

CONTACT

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

Frank L. Pohl

Tax, Real Estate, Estate Planning, Business Organization

Status: In Good Standing

CONTACT

280 West Canton Avenue, Winter Park, FL 32789

Robert S. MacDonald

Real Estate, Estate Planning, Tax

Status: In Good Standing

CONTACT

1000 Legion Place, Orlando, FL 32801

L. Bruce Swiren

Real Estate, Wills, Wills & Probate, Estate Planning

Status: In Good Standing

CONTACT

1516 E. Hillcrest Street, Orlando, FL 32803

Albert D. Capouano

Estate Planning, Corporate, Business Organization, Antitrust

Status: In Good Standing

CONTACT

800 North Magnolia Avenue, Orlando, FL 32803

H. Clay Parker

Corporate, Estate Planning, Family Law, Medical Malpractice

Status: In Good Standing

CONTACT

1215 East Amelia Street, Orlando, FL 32803

Young B. Kim

Civil Rights, Estate Planning, Family Law, Criminal, International

Status: In Good Standing Licensed: 8 Years

CONTACT

60 E 5th St, Apopka, FL 32703

George C Kelley

Commercial Real Estate, Real Estate, Estate Planning, Estate

Status: In Good Standing Licensed: 58 Years

CONTACT

368 E Main St, Apopka, FL 32704

800-923-0641

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LEGAL TERMS

CERTIFICATION OF TRUST

See abstract of trust.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

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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Apopka Estate Planning Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

David W Veliz

Robert Kenneth McIntosh

Gary Siegel

Frank L. Pohl

Robert S. MacDonald

L. Bruce Swiren

Albert D. Capouano

H. Clay Parker

Young B. Kim

George C Kelley

TIPS

LEGAL TERMS

CERTIFICATION OF TRUST

GENERATION-SKIPPING TRANSFER TAX

LETTERS TESTAMENTARY

PROVING A WILL

MINERAL RIGHTS

PROBATE COURT

POUR-OVER WILL

ACCUMULATION TRUST

INHERITANCE TAXES

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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