Cedar Key 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

J. Stephen Pullum

Business Organization, Wills & Probate, Corporate, Estate Planning

Status: In Good Standing

FREE CONSULTATION

CONTACT

1205 N. Meeting Tree Boulevard, Crystal River, FL 34429

Thomas M. VanNess

Estate Planning, Elder Law, Commercial Real Estate, Trusts, Estate

Status: In Good Standing

FREE CONSULTATION

CONTACT

1205 N. Meeting Tree Boulevard, Crystal River, FL 34429

Thomas G. Christmann

Business Organization, Estate Administration, Estate Planning, Tax

Status: In Good Standing

CONTACT

18 NW 33 Court, Gainesville, FL 32607

Katherine L. Floyd

Estate, Wills & Probate, Estate Planning, Landlord-Tenant

Status: In Good Standing

CONTACT

4545 NW 8th Avenue, Gainesville, FL 32605

Gregory Vance Beauchamp

Commercial Real Estate, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 50 Years

CONTACT

Chiefland, FL 32644

John Sanders Clardy

Estate Planning, Estate, Elder Law, Civil & Human Rights

Status: In Good Standing Licensed: 27 Years

CONTACT

243 Ne 7Th St, Crystal River, FL 34428

David S Rojas

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 13 Years

CONTACT

20668 W Pennsylvania Ave, Dunnellon, FL 34431

Glen Compton Abbott

Commercial Real Estate, Federal Appellate Practice, Estate Planning, Business

Status: In Good Standing

CONTACT

9030 W Fort Island Trl, Crystal River, FL 34429

Douglas Kent McKoy

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

Status: In Good Standing Licensed: 12 Years

CONTACT

302 N Main St, Trenton, FL 32693

Woodroe Blake Fugate

Commercial Real Estate, Federal Appellate Practice, Government, Estate Planning

Status: In Good Standing Licensed: 13 Years

CONTACT

Williston, FL 32696

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.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

CURATOR

See conservator.

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.

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).

KINDRED

Under some state's probate codes, all relatives of a deceased person.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

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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Cedar Key Estate Planning Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

J. Stephen Pullum

Thomas M. VanNess

Thomas G. Christmann

Katherine L. Floyd

Gregory Vance Beauchamp

John Sanders Clardy

David S Rojas

Glen Compton Abbott

Douglas Kent McKoy

Woodroe Blake Fugate

TIPS

LEGAL TERMS

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

LIFE BENEFICIARY

CURATOR

FINAL BENEFICIARY

CHARITABLE TRUST

KINDRED

INTESTATE SUCCESSION

INVENTORY

ESTATE PLANNING

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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