Jacksonville Wills & Probate Lawyer, Florida, page 2

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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: Estate Administration, Living Wills, Wills

Quinn David Baker

Health Care Other, Wills, Employee Rights, Business & Trade

Status: In Good Standing Licensed: 19 Years

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

Quinn David Baker

Health Care Other, Wills, Employee Rights, Business & Trade

Status: In Good Standing Licensed: 19 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

Jason Edward Havens

International Tax, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 24 Years

CONTACT

50 N Laura St, Jacksonville, FL 32202

Robert Walter Carlson

Lawsuit & Dispute, Wills & Probate, Estate, Bankruptcy & Debt

Status: In Good Standing Licensed: 30 Years

CONTACT

841 Prudential Drive, Jacksonville, FL 32207

John Richard Crawford

International Tax, Wills & Probate, Trusts, Estate, Consumer Protection

Status: In Good Standing

CONTACT

1200 Riverplace Blvd., Jacksonville, FL 32207

John Edward Lawlor

Commercial Real Estate, International Tax, Wills, Trusts

Status: In Good Standing

CONTACT

501 Riverside Ave, Jacksonville, FL 32202

Adam Louis Heiden

International Tax, Wills, Trusts, Bankruptcy

Status: In Good Standing Licensed: 17 Years

CONTACT

501 Riverside Ave, Jacksonville, FL 32202

Anne Buzby-Walt

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

501 Riverside Ave, Jacksonville, FL 32202

800-923-0641

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LEGAL TERMS

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.

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.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

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.

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.

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

IN RE AMEND. TO THE FLORIDA PROBATE RULES

After considering the Committee's proposals and reviewing the relevant legislation, we adopt all the Committee's proposals except the proposed amendment to subdivision (b) of rule 5.260. Consistent with statutory changes made by chapter 2010-132, section 3, Laws of ...

McCormick v. McCormick

... We have for review an order admitting to probate the Last Will and Testament of decedent Ferral Lee McCormick, Sr., but denying letters of administration to appellant Ferral Lee McCormick, Jr., whom the testate decedent had duly nominated as personal representative. ...

In re Guardianship of Shell

... VILLANTI, Judge. Lutheran Services Florida, Inc., the guardian of Bertha Shell, appeals from the probate court's order denying its objections to an earlier order that awarded Lutheran Services guardian's fees in an amount less than it requested. ...

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Jacksonville Wills & Probate Lawyer, Florida, page 2

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Quinn David Baker

Kelly Hellmuth

Quinn David Baker

Kelly Leigh Hellmuth

Jason Edward Havens

Robert Walter Carlson

John Richard Crawford

John Edward Lawlor

Adam Louis Heiden

Anne Buzby-Walt

TIPS

LEGAL TERMS

GROSS ESTATE

ADMINISTRATRIX

GRANTOR RETAINED INCOME TRUST

CHARITABLE TRUST

ABSTRACT OF TRUST

GRANTOR

RULE AGAINST PERPETUITIES

ALTERNATE BENEFICIARY

TRUST CORPUS

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

McCormick v. McCormick

In re Guardianship of Shell

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