Winter Garden Estate 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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Wade Boyette

Foreclosure, Real Estate, Wills & Probate, Bankruptcy & Debt

Status: In Good Standing

FREE CONSULTATION

CONTACT

1635 East Highway 50, Clermont, FL 34711

Warren Timothy Channell

Divorce & Family Law, Administrative Law, Business & Trade, Wills & Probate

Status: In Good Standing Licensed: 17 Years

CONTACT

160 S Main St, Winter Garden, FL 34787

Eric S. Mashburn

Wills & Probate, Trusts, Corporate, Business Organization

Status: In Good Standing Licensed: 46 Years

CONTACT

Winter Garden, FL 34777

Cynthia Jessen Pyles

Estate Planning, International Tax, Child Custody, Elder Law, Commercial Real Estate

Status: In Good Standing Licensed: 38 Years

CONTACT

1313 E Plant St, Winter Garden, FL 34787

Stephen deHart Schwarz

Wills, Trusts, Guardianships & Conservatorships

Status: In Good Standing Licensed: 27 Years

CONTACT

15446 Heron Hideaway Cir, Winter Garden, FL 34787

Stephen Deh. Schwarz

Trusts, Guardianships & Conservatorships, Wills

Status: In Good Standing

CONTACT

15446 Heron Hideaway Cir, Winter Garden, FL 34787

Stephen Dehart Schwarz

Trusts, Guardianships & Conservatorships, Wills

Status: In Good Standing

CONTACT

15446 Heron Hideaway Cir, Winter Garden, FL 34787

Ginger Renee Lore

Estate Planning, Child Custody, Elder Law, Commercial Real Estate, Trusts

Status: In Good Standing

CONTACT

20 S Main St, Winter Garden, FL 34787

Nancy Alvarez

Trusts, Family Law, Contract, Credit & Debt

Status: In Good Standing Licensed: 15 Years

CONTACT

1162 Hawkslade Ct, Winter Garden, FL 34787

Bina Jaswantrai Trivedi

Health Care Other, Trusts, Criminal, Life & Health

Status: In Good Standing Licensed: 18 Years

CONTACT

13506 Summerport Village Pkwy, Windermere, FL 34786

800-923-0641

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LEGAL TERMS

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.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

NET ESTATE

The value of all property owned at death less liabilities or debts.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

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.

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

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.

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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Winter Garden Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Wade Boyette

Warren Timothy Channell

Eric S. Mashburn

Cynthia Jessen Pyles

Stephen deHart Schwarz

Stephen Deh. Schwarz

Stephen Dehart Schwarz

Ginger Renee Lore

Nancy Alvarez

Bina Jaswantrai Trivedi

TIPS

LEGAL TERMS

QTIP TRUST

RESIDUARY ESTATE

SPENDTHRIFT TRUST

NET ESTATE

QDOT TRUST

SELF-PROVING WILL

PUBLISHED WORK

POWER OF APPOINTMENT

AUGMENTED ESTATE

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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