Hernando 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

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

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

Lauren E. Merriam

Wills, Wills & Probate, Estate Planning, Divorce, Corporate

Status: In Good Standing

CONTACT

4 S.E. Broadway Street, Ocala, FL 34471

Thomas Edward Slaymaker

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

Status: In Good Standing Licensed: 41 Years

CONTACT

2218 Highway 44 W, Inverness, FL 34453

Karen Osmond Gaffney

Commercial Real Estate, Estate Planning, Civil & Human Rights, Business

Status: In Good Standing

CONTACT

205 W Dampier St, Inverness, FL 34450

Eric Donald Abel

Commercial Real Estate, Real Estate, Estate Planning, Corporate

Status: In Good Standing Licensed: 34 Years

CONTACT

2476 N Essex Ave, Hernando, FL 34442

Michael Thomas Kovach

Commercial Real Estate, Estate Planning, Elder Law, Contract

Status: In Good Standing Licensed: 24 Years

CONTACT

Inverness, FL 34451

John H Eden

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

Status: In Good Standing Licensed: 33 Years

CONTACT

217 N Apopka Ave, Inverness, FL 34451

Richard Shawn Fitzpatrick

Litigation, Estate Planning, Trusts, Trade Associations

Status: In Good Standing Licensed: 48 Years

CONTACT

213 N Apopka Ave, Inverness, FL 34450

Larry Michael Haag

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

Status: In Good Standing Licensed: 50 Years

CONTACT

452 Pleasant Grove Rd, Inverness, FL 34452

800-923-0641

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LEGAL TERMS

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

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.

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.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

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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Hernando Estate Planning Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Thomas M. VanNess

J. Stephen Pullum

Lauren E. Merriam

Thomas Edward Slaymaker

Karen Osmond Gaffney

Eric Donald Abel

Michael Thomas Kovach

John H Eden

Richard Shawn Fitzpatrick

Larry Michael Haag

TIPS

LEGAL TERMS

OFFICER

WARRANTY DEED

EXECUTOR

FINAL BENEFICIARY

IRREVOCABLE TRUST

LIVING TRUST

PROPERTY CONTROL TRUST

DISINHERIT

ENTITY

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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