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

Adam Louis Heiden

International Tax, Wills, Trusts, Bankruptcy

Status: In Good Standing Licensed: 17 Years

CONTACT

501 Riverside Ave, Jacksonville, FL 32202

Adam Christopher Kabat

Commercial Real Estate, Trusts, Estate Planning

Status: In Good Standing Licensed: 13 Years

CONTACT

12275 Cobblefield Cir N, Jacksonville, FL 32224

Adam L. Tucker

Corporate, Trusts, Contract, Merger & Acquisition

Status: In Good Standing

CONTACT

10752 Deerwood Park Blvd, Jacksonville, FL 32256

Adam Gillespie Adams

Construction, Real Estate, Litigation, Trusts

Status: In Good Standing Licensed: 41 Years

CONTACT

1 Independent Dr, Jacksonville, FL 32202

Adrian Huntington Faulkner

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

Status: In Good Standing Licensed: 9 Years

CONTACT

1 Independent Dr, Jacksonville, FL 32202

Alessandro A. Apolito

Federal Trial Practice, Trusts, Estate Planning, Estate, Consumer Rights

Status: In Good Standing Licensed: 14 Years

CONTACT

10151 Deerwood Park Blvd, Jacksonville, FL 32256

Alexa Lynn Taylor

Trusts, Estate Planning, Estate, Guardianships & Conservatorships, Power of Attorney

Status: In Good Standing Licensed: 9 Years

CONTACT

3563 Philips Hwy, Jacksonville, FL 32207

Alyssa Camper Shorstein

Commercial Real Estate, Trusts, Criminal, Bankruptcy

Status: In Good Standing Licensed: 15 Years

CONTACT

305 Kingsley Lake Dr, Saint Augustine, FL 32092

Amanda Marie Thoele

Trusts, Family Law, Civil Rights, Personal Injury

Status: In Good Standing

CONTACT

5262 Commissioners Dr, Jacksonville, FL 32224

800-923-0641

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LEGAL TERMS

LIFE BENEFICIARY

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

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

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.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

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

Adam Louis Heiden

Adam Christopher Kabat

Adam L. Tucker

Adam Gillespie Adams

Adrian Huntington Faulkner

Alessandro A. Apolito

Alexa Lynn Taylor

Alyssa Camper Shorstein

Amanda Marie Thoele

TIPS

LEGAL TERMS

LIFE BENEFICIARY

PROVING A WILL

SELF-PROVING WILL

TRUSTEE

AUGMENTED ESTATE

DEATH TAXES

SPECIAL ADMINISTRATOR

GROSS ESTATE

TRUST DEED

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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