Brooksville 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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Denise Rayna Tessier

✓ VERIFIED

Estate, Estate Planning, Trusts, Wills & Probate, Medicare & Medicaid

Denise Tessier has been a lawyer for over 25 years, admitted in Massachusetts and Connecticut. For many years, Denise served diligently as in-house co... (more)

CONTACT

863-220-7927

1375 Havendale Blvd NW, Winter Haven, FL 33881

Matthew Pila

Wills, Trusts, Criminal, Civil Rights

Status: In Good Standing Licensed: 17 Years

CONTACT

629 W Jefferson St, Brooksville, FL 34601

John Emanuel Napolitano

Trusts, Family Law, Corporate, Personal Injury

Status: In Good Standing Licensed: 36 Years

CONTACT

2190 Commercial Way, Brooksville, FL 34606

Richard G Padgett

Real Estate, Trusts, Elder Law

Status: In Good Standing Licensed: 52 Years

CONTACT

7125 Mariner Blvd, Brooksville, FL 34609

Antonina Vaznelis

Estate, Real Estate, Wills & Probate, Trusts

Status: In Good Standing Licensed: 34 Years

CONTACT

8235 River Country Drive, Spring Hill, FL 34607

David A Buck

Real Estate, Trusts, Bankruptcy, Personal Injury

Status: In Good Standing

CONTACT

8064 Spring Hill Dr, Spring Hill, FL 34606

George M Germann

Real Estate, Wills & Probate, Trusts, Elder Law

Status: In Good Standing Licensed: 41 Years

CONTACT

5327 Commercial Way, Spring Hill, FL 34606

David Allen Buck

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 29 Years

CONTACT

5330 Spring Hill Dr, Brooksville, FL 34606

Gregory G. Gay

Real Estate, Trusts, Criminal, Elder Law

Status: In Good Standing Licensed: 51 Years

CONTACT

3251 Commercial Way, Spring Hill, FL 34606

Gene H Auvil

Trusts, Real Estate

Status: In Good Standing Licensed: 74 Years

CONTACT

355 Royal Palm Way, Brooksville, FL 34608

800-923-0641

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LEGAL TERMS

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

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).

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

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.

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.

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.'

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

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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Brooksville Trusts Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Denise Rayna Tessier

Matthew Pila

John Emanuel Napolitano

Richard G Padgett

Antonina Vaznelis

David A Buck

George M Germann

David Allen Buck

Gregory G. Gay

Gene H Auvil

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LEGAL TERMS

EXEMPTION TRUST

CHARITABLE TRUST

HEIR APPARENT

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

ADMINISTRATRIX

TRUST CORPUS

ABATEMENT

INVENTORY

BENEFICIARY

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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