Jacksonville 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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David Michael Goldman

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

Florida Bar

Mr. Goldman has over 20 years of business experience. He has been involved in starting and managing technology related companies involved in distribut... (more)

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CONTACT

800-813-4201

4115 Hendricks Avenue, Jacksonville, FL 32207

Sandra Warner Johnson

Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 42 Years

CONTACT

2110 Park St, Jacksonville, FL 32204

Dulce Fazel

Wills & Probate, Trusts, Divorce & Family Law, Bankruptcy, Divorce

Status: In Good Standing Licensed: 20 Years

CONTACT

2323 Oak Street, Jacksonville, FL 32204

Robert H. Trudeau

Commercial Real Estate, International Tax, Trusts, Business

Status: In Good Standing Licensed: 20 Years

CONTACT

1548 Lancaster Ter, Jacksonville, FL 32204

Julie Anne Saieg

Commercial Real Estate, Trusts, Guardianships & Conservatorships, Elder Law

Status: In Good Standing Licensed: 30 Years

CONTACT

1548 Lancaster Ter, Jacksonville, FL 32204

Jason Edward Havens

International Tax, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 24 Years

CONTACT

50 N Laura St, Jacksonville, FL 32202

Kelly Leigh Hellmuth

International Tax, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

50 N Laura St, Jacksonville, FL 32202

Kelly Hellmuth

International Tax, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 18 Years

CONTACT

50 N Laura St, Jacksonville, FL 32202

Jason Edward Havens

Commercial Real Estate, International Tax, Trusts, Estate Planning

Status: In Good Standing Licensed: 24 Years

CONTACT

50 N Laura St, Jacksonville, FL 32202

Edward Pendleton Jackson

Mediation, Trusts, Business, Bankruptcy

Status: In Good Standing Licensed: 45 Years

CONTACT

255 N Liberty St, Jacksonville, FL 32202

800-923-0641

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LEGAL TERMS

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

NET ESTATE

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

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

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.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

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.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

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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Jacksonville Trusts Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

David Michael Goldman

Sandra Warner Johnson

Dulce Fazel

Robert H. Trudeau

Julie Anne Saieg

Jason Edward Havens

Kelly Leigh Hellmuth

Kelly Hellmuth

Jason Edward Havens

Edward Pendleton Jackson

TIPS

LEGAL TERMS

BEQUEATH

NET ESTATE

SUCCESSION

ABATEMENT

RULE AGAINST PERPETUITIES

SURVIVING SPOUSE'S TRUST

SUMMARY PROBATE

ADMINISTRATION (OF AN ESTATE)

HOLOGRAPHIC WILL

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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