Glen Saint Mary 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 Michael Goldman

✓ VERIFIED

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

Florida Bar

Mr. Goldman has over 20 years of business experience. He has been involved in starting and managing technology related companies involved in distribut... (more)

FREE CONSULTATION

CONTACT

800-813-4201

4115 Hendricks Avenue, Jacksonville, FL 32207

J. Richard Moore

Admiralty & Maritime, Estate Planning, Family Law, Federal Trial Practice

Status: In Good Standing

CONTACT

3127 Atlantic Boulevard, 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

Sharon Renee Parks

Commercial Real Estate, Real Estate, Estate Planning, Estate

Status: In Good Standing Licensed: 36 Years

CONTACT

10772 Saint Marys Cir W, Macclenny, FL 32063

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

Teresa Byrd Morgan

Federal Appellate Practice, Wills, Estate Planning, Elder Law

Status: In Good Standing Licensed: 37 Years

CONTACT

234 E Duval St, Lake City, FL 32055

Bonnie Stevenson Green

General Practice

Status: In Good Standing Licensed: 28 Years

CONTACT

1241 S Marion Ave, Lake City, FL 32025

John Justin Kendron

Commercial Real Estate, Federal Appellate Practice, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

582 W Duval St, Lake City, FL 32055

Barclay Allen Reid

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 44 Years

CONTACT

Jacksonville, FL 32247

John Wilson Humes

Estate Planning, Elder Law, Administrative Law, Business

Status: In Good Standing Licensed: 52 Years

CONTACT

4135 Lakeside Dr, Jacksonville, FL 32210

800-923-0641

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LEGAL TERMS

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.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

FAMILY POT TRUST

See pot trust.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

TRUSTEE POWERS

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

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

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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Glen Saint Mary Estate Planning Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

David Michael Goldman

J. Richard Moore

John J. Rahaim

Sharon Renee Parks

Jimmy Midyette

Teresa Byrd Morgan

Bonnie Stevenson Green

John Justin Kendron

Barclay Allen Reid

John Wilson Humes

TIPS

LEGAL TERMS

BYPASS TRUST

EXEMPTION TRUST

SELF-PROVING WILL

GRANTOR RETAINED INCOME TRUST

SUMMARY PROBATE

FAMILY POT TRUST

INTER VIVOS TRUST

TRUSTEE POWERS

ADMINISTRATION (OF AN ESTATE)

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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