Hampton 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

Katherine L. Floyd

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

Status: In Good Standing

CONTACT

4545 NW 8th Avenue, Gainesville, FL 32605

Thomas G. Christmann

Business Organization, Estate Administration, Estate Planning, Tax

Status: In Good Standing

CONTACT

18 NW 33 Court, Gainesville, FL 32607

Stephen Orner Hart

Commercial Real Estate, State and Local, Estate Planning, Elder Law

Status: In Good Standing Licensed: 55 Years

CONTACT

155 Nw Berea Ave, Keystone Heights, FL 32656

Kimberly Gail Bosshardt

Commercial Real Estate, Real Estate, Estate Planning, Estate, Other

Status: In Good Standing Licensed: 21 Years

CONTACT

5532 Nw 43Rd St, Gainesville, FL 32653

L Alison Walker

Real Estate, Government, Estate Planning, Family Law

Status: In Good Standing

CONTACT

527 E University Ave, Gainesville, FL 32601

John Frederick Roscow

Commercial Real Estate, Real Estate, Estate Planning, Estate

Status: In Good Standing Licensed: 58 Years

CONTACT

2120 Nw 23Rd St, Gainesville, FL 32605

Adam Daniel Roark

Wills & Probate, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 17 Years

CONTACT

4229 NW 43rd St, Gainesville, FL 32606

Richard Henry Fabiani

Commercial Real Estate, Land Use & Zoning, Estate Planning, Business

Status: In Good Standing

CONTACT

434 Sw 2Nd St, Gainesville, FL 32601

Gary Duane Wimsett

Commercial Real Estate, Health Care, Estate Planning, Life & Health

Status: In Good Standing Licensed: 27 Years

CONTACT

1721 Nw 26Th Way, Gainesville, FL 32605

Charles W. Littell

Federal Trial Practice, Trusts, Estate Planning, Business & Trade

Status: In Good Standing

CONTACT

3701 Nw 40Th Terrace, Gainesville, FL 32606

800-923-0641

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LEGAL TERMS

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

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.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

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.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

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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Hampton Estate Planning Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Katherine L. Floyd

Thomas G. Christmann

Stephen Orner Hart

Kimberly Gail Bosshardt

L Alison Walker

John Frederick Roscow

Adam Daniel Roark

Richard Henry Fabiani

Gary Duane Wimsett

Charles W. Littell

TIPS

LEGAL TERMS

RESIDUARY BENEFICIARY

ANCILLARY PROBATE

GRANTOR

POWER OF APPOINTMENT

EXECUTOR

SUMMARY PROBATE

HEIR AT LAW

GENERATION-SKIPPING TRUST

PUBLISHED WORK

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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