Clermont 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
1. Contact
2. Email
3. Refer
5. Visit:
6. Website
7. Profile

Includes: Gift Taxation

David E. Cauthen

✓ VERIFIED

Divorce & Family Law, Family Law, Estate Planning, Child Support, Landlord-Tenant

Mr. Cauthen has been practicing family law since 1973.

CONTACT

800-706-9450

131 West Main St., Tavares, FL 32778

Norman C. Cummins

Real Estate, Wills & Probate, Estate Planning, Estate

Status: In Good Standing

FREE CONSULTATION

CONTACT

1635 East Highway 50, Clermont, FL 34711

Norman C. Cummins

Real Estate, Wills & Probate, Estate Planning, Estate

Status: In Good Standing

CONTACT

1635 E Highway 50, Clermont, FL 34711

Jim Atwood

Trade Associations, Trusts, Estate Planning

Status: In Good Standing Licensed: 35 Years

CONTACT

1614 Debut Lane, Winter Garden, FL 34787

Jason Marcus Ponder

Estate Planning, Family Law, Business & Trade, Corporate

Status: In Good Standing Licensed: 17 Years

CONTACT

7651 Ashley Park Ct, Orlando, FL 32835

Phillip S. Smith

Class Action, Estate Planning, Family Law, Corporate

Status: In Good Standing Licensed: 31 Years

CONTACT

Leesburg, FL 34749

G. Edward Clement

Commercial Leasing, Trusts, Estate Planning, Banking & Finance

Status: In Good Standing

CONTACT

308 E. Fifth Avenue, Mount Dora, FL 32757

H. John Feldman

Corporate, Estate Planning, Tax, Wills & Probate

Status: In Good Standing

CONTACT

215 North Joanna Avenue, Tavares, FL 32778

Krista Riddick Rogers

Commercial Real Estate, Government, Trusts, Estate Planning

Status: In Good Standing

CONTACT

900 Fox Valley Dr, Longwood, FL 32779

800-923-0641

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LEGAL TERMS

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

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.'

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

CREDIT SHELTER TRUST

See AB 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).

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

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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Clermont Estate Planning Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

David E. Cauthen

Norman C. Cummins

Norman C. Cummins

Jim Atwood

Jason Marcus Ponder

Phillip S. Smith

G. Edward Clement

H. John Feldman

Krista Riddick Rogers

TIPS

LEGAL TERMS

ABATEMENT

WILL

SPECIFIC BEQUEST

ABSTRACT OF TRUST

INTESTATE

TRUST CORPUS

CREDIT SHELTER TRUST

CHARITABLE TRUST

TRUSTEE

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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