Bryceville Estate 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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Scott Burleigh

Estate, Divorce & Family Law, Criminal, Accident & Injury

Status: In Good Standing

CONTACT

4981 Atlantic Blvd., Jacksonville, FL 32207

John J. Rahaim

Social Security -- Disability, Estate Planning, Workers' Compensation, Wrongful Death, Personal Injury

Status: In Good Standing

CONTACT

4811 Beach Blvd, Jacksonville, FL 32207

Bruce Robert Glassman

Banking & Finance, Wills & Probate, Corporate, Wills

Status: In Good Standing

FREE CONSULTATION

CONTACT

11111-70 San Jose Boulevard, Jacksonville, FL 32223

Jamie V. Simons

Family Law, Wills, Divorce, Farms

Status: In Good Standing

CONTACT

2950 Halcyon Lane, Jacksonville, FL 32223

John D Sauls

Commercial Real Estate, Trusts, Contract, Products Liability

Status: In Good Standing Licensed: 17 Years

CONTACT

45411 Fifth Ave, Callahan, FL 32011

Jonathan H Goodman

Real Estate, Estate, Guardianships & Conservatorships, Accident & Injury

Status: In Good Standing Licensed: 45 Years

CONTACT

1377 Cassat Avenue, Jacksonville, FL 32205

Jimmy Midyette

State and Local, Public Interest Law, Estate Planning, Family Law

Status: In Good Standing Licensed: 23 Years

CONTACT

5683-2 Solomon Rd, Jacksonville, FL 32234

Allen Louis Poucher

Estate, Elder Law, Power of Attorney, Medicare & Medicaid, Wills & Probate

Status: In Good Standing Licensed: 44 Years

CONTACT

2257 Riverside Ave, Jacksonville, FL 32204

Dulce Fazel

Wills & Probate, Trusts, Divorce & Family Law, Bankruptcy, Divorce

Status: In Good Standing Licensed: 20 Years

CONTACT

2323 Oak Street, Jacksonville, FL 32204

Sandra Warner Johnson

Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 42 Years

CONTACT

2110 Park St, Jacksonville, FL 32204

800-923-0641

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LEGAL TERMS

CERTIFICATION OF TRUST

See abstract of trust.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

TITLE COMPANY

A company that issues title insurance.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living 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 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). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

SAMPLE LEGAL CASES

In re Estate of McKibbin

In re ESTATE of Loyette D. McKIBBIN, deceased. Larry H. McKibbin, as Personal Representative of the Estate of Loyette D. McKibbin, Appellant, v. Alterra Health Care Corporation a/k/a Alterra Healthcare Corporation; Beth M. Guinn a/k/a Beth Marie Waters Guinn; Tammie ...

Estate of Johnson v. Badger Acquisition

Failing to appropriately monitor the dispensing of medication for Norma J. Johnson; failing to appropriately monitor the proximity in which the same medication was dispensed for Norma J. Johnson; failing to adequately monitor Norma J. Johnson's medication administration; ...

SOVEREIGN HEALTHCARE v. Estate of Huerta

SOVEREIGN HEALTHCARE OF TAMPA, LLC, a/k/a Sovereign Healthcare of Tampa, LLC, d/b/a Sovereign Healthcare of Tampa (as to Bayshore Pointe Nursing & Rehab Center), Appellant, v. The ESTATE OF Florinda HUERTA, by and through Dennis HUERTA, ...

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Bryceville Estate Lawyer, Florida, page 2

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Scott Burleigh

John J. Rahaim

Bruce Robert Glassman

Jamie V. Simons

John D Sauls

Jonathan H Goodman

Jimmy Midyette

Allen Louis Poucher

Dulce Fazel

Sandra Warner Johnson

TIPS

LEGAL TERMS

CERTIFICATION OF TRUST

CHARITABLE TRUST

STATUTORY SHARE

POWER OF APPOINTMENT

PETITION

RESIDUARY ESTATE

TITLE COMPANY

BYPASS TRUST

PER STIRPES

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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