Ormond Beach Estate Lawyer, Florida, page 5

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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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Henry P Duffett

Real Estate, Trusts, Elder Law

Status: In Good Standing Licensed: 74 Years

CONTACT

120 E Granada Blvd, Ormond Beach, FL 32176

Kim Frederick Heller

Military, International Tax, Trusts, Elder Law

Status: In Good Standing Licensed: 27 Years

CONTACT

31 Willis Dr, Ormond Beach, FL 32176

Amber L. Young

Commercial Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 9 Years

CONTACT

265 Clyde Morris Blvd, Ormond Beach, FL 32174

William J Voges

Commercial Real Estate, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 43 Years

CONTACT

275 Clyde Morris Blvd, Ormond Beach, FL 32174

Lloyd Bowers

Mediation, Wills & Probate, Trusts, Estate

Status: In Good Standing Licensed: 27 Years

CONTACT

Daytona Beach, FL 32115

Stephen Ralph Ponder

Civil Rights, Trusts, Wills & Probate, Litigation

Status: In Good Standing

CONTACT

114 S Palmetto Ave, Daytona Beach, FL 32114

Matthew Ryan Gable

Land Use & Zoning, Trusts, Corporate, Contract

Status: In Good Standing Licensed: 18 Years

CONTACT

140 S Beach St, Daytona Beach, FL 32114

Jerry Bruce Wells

Grand Jury Proceedings, Wills & Probate, Trusts, Estate Planning, Estate Planning

Status: In Good Standing

CONTACT

127 Magnolia Ave, Daytona Beach, FL 32114

Chelsea Nicole Abend

Commercial Real Estate, Estate Planning, Family Law, Elder Law

Status: In Good Standing Licensed: 9 Years

CONTACT

1190 Champions Dr, Daytona Beach, FL 32124

Robert Michael Holland

Wills, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 32 Years

CONTACT

313 S Palmetto Ave, Daytona Beach, FL 32114

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).

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

FAMILY POT TRUST

See pot trust.

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).

SAMPLE LEGAL CASES

In re Estate of McKibbin

In re ESTATE of Loyette D. McKIBBIN, deceased. Larry H. McKibbin, as Personal Representative of the Estate of Loyette D. McKibbin, Appellant, v. Alterra Health Care Corporation a/k/a Alterra Healthcare Corporation; Beth M. Guinn a/k/a Beth Marie Waters Guinn; Tammie ...

Estate of Johnson v. Badger Acquisition

Failing to appropriately monitor the dispensing of medication for Norma J. Johnson; failing to appropriately monitor the proximity in which the same medication was dispensed for Norma J. Johnson; failing to adequately monitor Norma J. Johnson's medication administration; ...

SOVEREIGN HEALTHCARE v. Estate of Huerta

SOVEREIGN HEALTHCARE OF TAMPA, LLC, a/k/a Sovereign Healthcare of Tampa, LLC, d/b/a Sovereign Healthcare of Tampa (as to Bayshore Pointe Nursing & Rehab Center), Appellant, v. The ESTATE OF Florinda HUERTA, by and through Dennis HUERTA, ...

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Ormond Beach Estate Lawyer, Florida, page 5

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Henry P Duffett

Kim Frederick Heller

Amber L. Young

William J Voges

Lloyd Bowers

Stephen Ralph Ponder

Matthew Ryan Gable

Jerry Bruce Wells

Chelsea Nicole Abend

Robert Michael Holland

TIPS

LEGAL TERMS

GRANTOR RETAINED INCOME TRUST

INHERIT

LETTERS TESTAMENTARY

SUMMARY PROBATE

IN TERROREM

CONTINGENT BENEFICIARY

PROBATE

FAMILY POT TRUST

CHARITABLE TRUST

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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