Jacksonville Trusts 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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David Michael Goldman

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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)

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CONTACT

800-813-4201

4115 Hendricks Avenue, Jacksonville, FL 32207

Sandra Warner Johnson

Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 42 Years

CONTACT

2110 Park St, Jacksonville, FL 32204

Dulce Fazel

Wills & Probate, Trusts, Divorce & Family Law, Bankruptcy, Divorce

Status: In Good Standing Licensed: 20 Years

CONTACT

2323 Oak Street, Jacksonville, FL 32204

Robert H. Trudeau

Commercial Real Estate, International Tax, Trusts, Business

Status: In Good Standing Licensed: 20 Years

CONTACT

1548 Lancaster Ter, Jacksonville, FL 32204

Julie Anne Saieg

Commercial Real Estate, Trusts, Guardianships & Conservatorships, Elder Law

Status: In Good Standing Licensed: 30 Years

CONTACT

1548 Lancaster Ter, Jacksonville, FL 32204

Jason Edward Havens

International Tax, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 24 Years

CONTACT

50 N Laura St, Jacksonville, FL 32202

Kelly Leigh Hellmuth

International Tax, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

50 N Laura St, Jacksonville, FL 32202

Kelly Hellmuth

International Tax, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 18 Years

CONTACT

50 N Laura St, Jacksonville, FL 32202

Jason Edward Havens

Commercial Real Estate, International Tax, Trusts, Estate Planning

Status: In Good Standing Licensed: 24 Years

CONTACT

50 N Laura St, Jacksonville, FL 32202

Edward Pendleton Jackson

Mediation, Trusts, Business, Bankruptcy

Status: In Good Standing Licensed: 45 Years

CONTACT

255 N Liberty St, Jacksonville, FL 32202

800-923-0641

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LEGAL TERMS

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

INTER VIVOS TRUST

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

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.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

MARITAL LIFE ESTATE TRUST

See AB 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.

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.'

SAMPLE LEGAL CASES

Doe v. Doe

... [1] The trusts administered by the Trustees include class gifts to the grandchildren of the settlors, Chester P. Doe, Jr. (Chester Jr.) and Eleanor Warren Doe (Eleanor). ... I. THE FACTS. A. The Trusts. On June 28, 1988, Chester Jr. ...

Parker v. Shullman

... Each of these trusts had sub-trusts for her daughter Lauri and granddaughter Cassie. Barbara designated 645 Shullman as the successor trustee of all of the trusts. ... When Barbara died, Shullman became trustee of the trusts. ...

Timmons v. Ingrahm

... In his will, Frank Sr. created two trusts: the Timmons Family Trust ("Family Trust") and the Timmons Marital Trust ("Marital Trust"). [1] The Timmons Family Trust was valued at $650,000. ... Myrtle was the sole income beneficiary of the trusts during her lifetime. ...

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Jacksonville Trusts Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

David Michael Goldman

Sandra Warner Johnson

Dulce Fazel

Robert H. Trudeau

Julie Anne Saieg

Jason Edward Havens

Kelly Leigh Hellmuth

Kelly Hellmuth

Jason Edward Havens

Edward Pendleton Jackson

TIPS

LEGAL TERMS

ADMINISTRATRIX

PRETERMITTED HEIR

INTER VIVOS TRUST

SPECIFIC BEQUEST

ESTATE TAXES

LIFE BENEFICIARY

MARITAL LIFE ESTATE TRUST

EXEMPTION TRUST

TRUST CORPUS

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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