Yulee 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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David Lynn Wolfe

Commercial Real Estate, Wills, Gift Taxation, Business & Trade

Status: In Good Standing Licensed: 55 Years

CONTACT

86218 Meadowwood Dr, Yulee, FL 32097

Harrison Poole

Litigation, Estate Planning, Estate, Real Estate

Licensed: 17 Years

CONTACT

303 Centre Street, Fernandina Beach, FL 32034

Jon Courson Lasserre

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

Status: In Good Standing Licensed: 14 Years

CONTACT

960185 Gateway Blvd, Fernandina Beach, FL 32034

Kristen Dabbs Drake

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

Status: In Good Standing Licensed: 24 Years

CONTACT

1403 Park Ave, Fernandina Beach, FL 32034

Ross Germano

Criminal, Family Law, Guardianships & Conservatorships, Trusts

Status: In Good Standing Licensed: 24 Years

CONTACT

501 Centre St, Fernandina Beach, FL 32034

Patrick Spencer Bennett

Trusts, Trade Associations, Employment, Business

Status: In Good Standing Licensed: 13 Years

CONTACT

921 Pecan Park Rd, Jacksonville, FL 32218

Gordon Edward Hart

Civil Rights, Land Use & Zoning, Collection, Estate Planning

Status: Inactive Licensed: 34 Years

CONTACT

Fernandina Beach, FL 32035

Belford Smith Lester

Estate Administration, Estate Planning

Status: In Good Standing Licensed: 54 Years

CONTACT

3220 Sea Marsh Rd., Amelia Island, FL 32034

Dawn Latham

Real Estate, Trusts, Wills & Probate

Status: In Good Standing

CONTACT

2398 Sadler Rd, Fernandina Beach, FL 32034

800-923-0641

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LEGAL TERMS

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

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.

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.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

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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Yulee Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

David Lynn Wolfe

Harrison Poole

Jon Courson Lasserre

Kristen Dabbs Drake

Ross Germano

Patrick Spencer Bennett

Gordon Edward Hart

Belford Smith Lester

Dawn Latham

TIPS

LEGAL TERMS

TRUSTEE POWERS

GENERATION-SKIPPING TRANSFER TAX

CERTIFIED COPY

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

RESIDUARY BENEFICIARY

GRANTOR

DEATH TAXES

TRUSTEE

IRREVOCABLE 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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