Holmes County, FL Estate Planning Lawyers

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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

Not enough matches for Holmes Estate Planning lawyer.
Below are all Holmes lawyers.

Sheila Engum

Criminal, Felony, Misdemeanor, Traffic, Mediation

Status: In Good Standing Licensed: 34 Years

FREE CONSULTATION

CONTACT

P.O. Box 700, Bonifay, FL 32425

Timothy H Wells

Real Estate, Estate, Real Estate Other, Estate Planning, Wills & Probate

Status: In Good Standing Licensed: 39 Years

CONTACT

Bonifay, FL 32425

Owen N Powell

General Practice

Status: In Good Standing Licensed: 51 Years

CONTACT

Bonifay, FL 32425

Russell A Cole

General Practice

Status: In Good Standing Licensed: 51 Years

CONTACT

Bonifay, FL 32425

Russell Scott Barrett

Criminal

Status: In Good Standing Licensed: 31 Years

CONTACT

201 N Oklahoma St, Bonifay, FL 32425

Lucas N Taylor

General Practice

Status: In Good Standing Licensed: 21 Years

CONTACT

201 N Oklahoma St, Bonifay, FL 32425

Orren Randolph Smith

General Practice

Status: In Good Standing Licensed: 41 Years

CONTACT

Bonifay, FL 32425

Clyde R Brown

General Practice

Status: In Good Standing Licensed: 94 Years

CONTACT

Bonifay, FL 32425

Bonnie Kay Roberts

Family Law

Status: Deceased Licensed: 46 Years

CONTACT

Bonifay, FL 32425

Roy Alan Lake

General Practice

Status: In Good Standing Licensed: 37 Years

CONTACT

402 N Oklahoma St, Bonifay, FL 32425

800-923-0641

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LEGAL TERMS

IRREVOCABLE TRUST

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

ADEMPTION

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she di... (more...)

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she dies. Often this happens because the property has been sold, destroyed or given away to someone other than the beneficiary named in the will. A bequest may also be adeemed when the will maker, while still living, gives the property to the intended beneficiary (called 'ademption by satisfaction'). When a bequest is adeemed, the beneficiary named in the will is out of luck; he or she doesn't get cash or a different item of property to replace the one that was described in the will. For example, Mark writes in his will, 'I leave to Rob the family vehicle,' but then trades in his car in for a jet ski. When Mark dies, Rob will receive nothing. Frustrated beneficiaries may challenge an ademption in court, especially if the property was not clearly identified in the first place.

MARITAL LIFE ESTATE TRUST

See AB trust.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

TITLE COMPANY

A company that issues title insurance.

GRANTOR

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

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

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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Holmes County, FL Estate Planning Lawyers

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Sheila Engum

Timothy H Wells

Owen N Powell

Russell A Cole

Russell Scott Barrett

Lucas N Taylor

Orren Randolph Smith

Clyde R Brown

Bonnie Kay Roberts

Roy Alan Lake

TIPS

LEGAL TERMS

IRREVOCABLE TRUST

ADEMPTION

MARITAL LIFE ESTATE TRUST

ALTERNATE BENEFICIARY

DISTRIBUTEE

HEIR APPARENT

TITLE COMPANY

GRANTOR

RULE AGAINST PERPETUITIES

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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