Ponte Vedra Beach Estate 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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Nancy Adair Cleaveland

Commercial Real Estate, Estate Planning, Family Law, Divorce & Family Law

Status: In Good Standing

CONTACT

10001 Gate Pkwy N, Jacksonville, FL 32246

Ricky Phillip Bateh

Estate, Business, Accident & Injury, Commercial Real Estate

Status: In Good Standing Licensed: 31 Years

CONTACT

6420 Greenland Chase Blvd, Jacksonville, FL 32258

LaFonda Evette Gipson-Middleton

Lawsuit & Dispute, Estate, Divorce & Family Law, Accident & Injury

Status: In Good Standing Licensed: 28 Years

CONTACT

6100 Greenland Rd, Jacksonville, FL 32258

Derri Lassiter Young

Estate, Divorce & Family Law, Accident & Injury

Status: In Good Standing Licensed: 22 Years

CONTACT

6100 Greenland Rd, Jacksonville, FL 32258

Philip B Hughes

Commercial Real Estate, Estate Planning, Family Law, Business

Status: In Good Standing Licensed: 15 Years

CONTACT

6928 Phillips Parkway Dr N, Jacksonville, FL 32256

Bryce Curtis Krampert

Estate Planning, Business, Other

Status: In Good Standing Licensed: 9 Years

CONTACT

12724 Gran Bay Parkway West, Jacksonville, FL 32258

Jessica Diana Livingston

Estate Planning, Business & Trade, Collection

Status: In Good Standing Licensed: 8 Years

CONTACT

10751 Deerwood Park Blvd, Jacksonville, FL 32256

Patricia Hoffman Davis

Wills & Probate, Estate, Divorce & Family Law, Civil & Human Rights

Status: In Good Standing Licensed: 18 Years

CONTACT

10752 Deerwood Park Blvd, Jacksonville, FL 32256

Lisa Anne Difranza

Wills & Probate, Estate, Guardianships & Conservatorships

Status: In Good Standing Licensed: 14 Years

CONTACT

10752 Deerwood Park Blvd, Jacksonville, FL 32256

Thomas Michael Eross

Litigation, Trusts, Trade Associations, Business & Trade

Status: In Good Standing Licensed: 13 Years

CONTACT

10752 Deerwood Park Blvd, Jacksonville, FL 32256

800-923-0641

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LEGAL TERMS

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

IRREVOCABLE TRUST

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

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.

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.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

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.

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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Ponte Vedra Beach Estate Lawyer, Florida, page 4

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Nancy Adair Cleaveland

Ricky Phillip Bateh

LaFonda Evette Gipson-Middleton

Derri Lassiter Young

Philip B Hughes

Bryce Curtis Krampert

Jessica Diana Livingston

Patricia Hoffman Davis

Lisa Anne Difranza

Thomas Michael Eross

TIPS

LEGAL TERMS

BANKRUPTCY ESTATE

ACCUMULATION TRUST

PROPERTY CONTROL TRUST

IRREVOCABLE TRUST

SUCCESSION

SECONDARY MEANING

PROVING A WILL

PER CAPITA

GENERATION-SKIPPING TRANSFER TAX

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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