Milton Wills & Probate 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
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2. Email
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Includes: Estate Administration, Living Wills, Wills

William Jemison Mims

Traffic, Wills & Probate, Criminal, Car Accident

Status: Licensed: 29 Years

CONTACT

1 W Lloyd St, Pensacola, FL 32501

John Glassman

Estate Planning, Wills, Trusts, Wills & Probate

Status: Licensed: 36 Years

CONTACT

1127 N Palafox St, Pensacola, FL 32501

Tommy Glenn Smith

Medicare & Medicaid, Wills & Probate, Estate Planning, Estate, Elder Law

Status:

CONTACT

4445 Youpon Rd, Pensacola, FL 32526

William A. Bond

Wills, Gift Taxation, Estate Planning, Business & Trade

Status:

CONTACT

Pensacola, FL 32591

A. Alan Manning

Commercial Real Estate, Wills, Trusts, Corporate, DUI-DWI

Status: Licensed: 38 Years

CONTACT

Pensacola, FL 32591

Thomas F Condon

Wills, Workers' Compensation, Family Law, Accident & Injury

Status: Licensed: 48 Years

CONTACT

Pensacola, FL 32591

Joseph W C Boyles

Real Estate, Wills & Probate, Trusts, Corporate

Status: Licensed: 19 Years

CONTACT

212 W Cervantes St, Pensacola, FL 32501

Garrett P. Laborde

Civil Rights, Copyright, Insurance, Family Law, Wills

Status: Licensed: 22 Years

CONTACT

114 E Gregory St, Pensacola, FL 32502

Benjamin Joseph Zimmern

Industry Specialties, Wills & Probate, Criminal, Accident & Injury, Personal Injury

Status:

CONTACT

25 E Wright St, Pensacola, FL 32501

William Lowell Nelson

Wills & Probate, Estate, Guardianships & Conservatorships, Divorce & Family Law

Status: Licensed: 30 Years

CONTACT

555 East Government Street, Pensacola, FL 32502

800-923-0641

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LEGAL TERMS

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.

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.

MARITAL LIFE ESTATE TRUST

See AB trust.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

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.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

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.'

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

After considering the Committee's proposals and reviewing the relevant legislation, we adopt all the Committee's proposals except the proposed amendment to subdivision (b) of rule 5.260. Consistent with statutory changes made by chapter 2010-132, section 3, Laws of ...

McCormick v. McCormick

... We have for review an order admitting to probate the Last Will and Testament of decedent Ferral Lee McCormick, Sr., but denying letters of administration to appellant Ferral Lee McCormick, Jr., whom the testate decedent had duly nominated as personal representative. ...

In re Guardianship of Shell

... VILLANTI, Judge. Lutheran Services Florida, Inc., the guardian of Bertha Shell, appeals from the probate court's order denying its objections to an earlier order that awarded Lutheran Services guardian's fees in an amount less than it requested. ...

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Milton Wills & Probate Lawyer, Florida, page 4

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

William Jemison Mims

John Glassman

Tommy Glenn Smith

William A. Bond

A. Alan Manning

Thomas F Condon

Joseph W C Boyles

Garrett P. Laborde

Benjamin Joseph Zimmern

William Lowell Nelson

TIPS

LEGAL TERMS

RESIDUARY BENEFICIARY

EXEMPTION TRUST

MARITAL LIFE ESTATE TRUST

DEVISEE

INCOMPETENCE

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

CONSERVATOR

TRUST CORPUS

SPRINKLING TRUST

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

McCormick v. McCormick

In re Guardianship of Shell

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