Lochloosa 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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Aaron L. Moore

Wills, Estate Administration, Wills & Probate, Trusts

Status: In Good Standing

CONTACT

18 NW 33 Court, Gainesville, FL 32607

Mccabe G Harrison

Commercial Real Estate, International Tax, Trusts, Estate Planning

Status: In Good Standing

CONTACT

6224 Nw 43Rd St, Gainesville, FL 32653

Kevin Dwayne Robertson

Wills, Trusts, Criminal, Business & Trade

Status: In Good Standing Licensed: 26 Years

CONTACT

Gainesville, FL 32635

Gary Scott Edinger

Litigation, Trusts, Civil Rights, Corporate

Status: In Good Standing Licensed: 38 Years

CONTACT

305 N.E. 1St Street, Gainesville, FL 32601

Kevin Michael Daly

State and Local, Trusts, Workers' Compensation, Elder Law

Status: In Good Standing Licensed: 45 Years

CONTACT

2300 Nw 23Rd St, Gainesville, FL 32605

Katherine Leigh Floyd

Elder Law, Trusts, Commercial Real Estate, Civil Rights

Status: In Good Standing Licensed: 17 Years

CONTACT

201 E University Ave, Gainesville, FL 32601

Niles B Whitten

State and Local, Trusts, Family Law, Credit & Debt

Status: In Good Standing Licensed: 15 Years

CONTACT

835 Se 2Nd Ave, Gainesville, FL 32601

Bruce Edward Hoffman

Commercial Real Estate, Trusts, Elder Law, Business & Trade

Status: In Good Standing Licensed: 43 Years

CONTACT

2917 Nw 9Th Pl, Gainesville, FL 32605

Thomas Gerard Pye

Commercial Real Estate, Trusts, Corporate, Credit & Debt

Status: In Good Standing

CONTACT

3909 W Newberry Rd, Gainesville, FL 32607

Patrick Dodds

Real Estate, Wills, Trusts

Status: In Good Standing Licensed: 11 Years

CONTACT

214 W University Ave, Gainesville, FL 32601

800-923-0641

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LEGAL TERMS

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).

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

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.

WARRANTY DEED

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

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.'

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

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.

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.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

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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Lochloosa Trusts Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Aaron L. Moore

Mccabe G Harrison

Kevin Dwayne Robertson

Gary Scott Edinger

Kevin Michael Daly

Katherine Leigh Floyd

Niles B Whitten

Bruce Edward Hoffman

Thomas Gerard Pye

Patrick Dodds

TIPS

LEGAL TERMS

GRANTOR RETAINED INCOME TRUST

QTIP TRUST

ENTITY

WARRANTY DEED

LIVING TRUST

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

DISTRIBUTEE

GROSS ESTATE

HEIR AT LAW

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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