Citra Estate Planning Lawyer, Florida, page 4

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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
1. Contact
2. Email
3. Refer
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Includes: Gift Taxation

Lawrence C. Callaway

Wills & Probate, Estate Planning, Corporate, Banking & Finance, Commercial Real Estate

Status: Licensed: 45 Years

CONTACT

40 Se 11Th Ave, Ocala, FL 34471

H Randolph Klein

Commercial Real Estate, Estate Planning

Status: Licensed: 48 Years

CONTACT

40 Se 11Th Ave, Ocala, FL 34471

Frederick Neasden Roberts

Commercial Real Estate, Estate Planning, Divorce & Family Law

Status: Licensed: 19 Years

CONTACT

40 Se 11Th Ave, Ocala, FL 34471

Brian Joseph Laird

Estate Planning, Bankruptcy, Elder Law, Personal Injury, Administrative Law

Status: Licensed: 12 Years

CONTACT

1027 E Fort King St, Ocala, FL 34471

Jessica Ann Cutrone

Elder Law, Estate Planning

Status: Licensed: 8 Years

CONTACT

1027 E Fort King St, Ocala, FL 34471

Raul Carreras

Power of Attorney, Commercial Real Estate, Dispute Resolution, Estate Planning, Elder Law

Status: Licensed: 45 Years

CONTACT

Ocala, FL 34478

Vanessa Thomas

Complex Litigation, Real Estate, Gift Taxation, Estate Planning

Status:

CONTACT

723 E. Fort King Street, Ocala, FL 34471

Kali Brianne Stauss

Estate Planning, Estate, Criminal, Corporate

Status:

CONTACT

603 E Fort King St, Ocala, FL 34471

Carl Jackson Moore

Adoption, Copyright, Estate Planning, Bankruptcy, Admiralty & Maritime

Status: Licensed: 52 Years

CONTACT

Fort Mc Coy, FL 32178

John Edwin Moxley

Commercial Real Estate, Estate Planning

Status: Licensed: 55 Years

CONTACT

3933 Se 13Th St, Ocala, FL 34471

800-814-6700

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800-943-8690

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LEGAL TERMS

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

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.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

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.

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.

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.

CERTIFICATION OF TRUST

See abstract of trust.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

SAMPLE LEGAL CASES

Brundage v. Bank of America

... disputed transfers from the trust. Dorothy Gutsgell and her husband, who had no children of their own, executed a series of estate planning documents, using the law firm of Ruden McClosky for their planning. In 1992 Dorothy, as ...

Yang Enterprises, Inc. v. Georgalis

... Petitioners filed suit against Respondent for trade secret theft, tortious interference with a business relationship, and trade libel. In 1999, Petitioners retained Anthony Palma, an attorney in Broad and Cassel's Orlando office, for estate planning services. ...

Wheeler v. Powers

... In 2000, Dorothy L. Powers and her husband, Albert Powers, retained Kenneth B. Wheeler, an estates and trust attorney, to prepare estate planning documents. ... [1]. On December 20, 2004, Dorothy created several new estate planning documents through a different attorney. ...

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Citra Estate Planning Lawyer, Florida, page 4

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Lawrence C. Callaway

H Randolph Klein

Frederick Neasden Roberts

Brian Joseph Laird

Jessica Ann Cutrone

Raul Carreras

Vanessa Thomas

Kali Brianne Stauss

Carl Jackson Moore

John Edwin Moxley

TIPS

LEGAL TERMS

SECONDARY MEANING

PROVING A WILL

RESIDUARY ESTATE

ENDOWMENT INSURANCE

DISTRIBUTEE

SPENDTHRIFT TRUST

SUMMARY PROBATE

CERTIFICATION OF TRUST

BYPASS TRUST

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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