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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Caroline Elizabeth Pearlmutter

International Tax, Trusts, Elder Law, Trade Associations

Status: In Good Standing Licensed: 11 Years

CONTACT

814 A1A N, Ponte Vedra Beach, FL 32082

Catharine King O'Connor

International Tax, Commercial Real Estate, Estate Planning, Tax

Status: In Good Standing Licensed: 13 Years

CONTACT

7075 Roundleaf Dr, Jacksonville, FL 32258

Catheline Jessica Georges

International Tax, Estate Planning, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 9 Years

CONTACT

8771 Perimeter Park Ct, Jacksonville, FL 32216

Catherine Rae Espinosa

Commercial Real Estate, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 36 Years

CONTACT

2147 Birch Bark Ct E, Jacksonville, FL 32246

Charles Guy Bond

Commercial Real Estate, Real Estate, Estate Planning, Business

Status: In Good Standing

CONTACT

11437 Central Pkwy, Jacksonville, FL 32224

Christine T Adams

Commercial Real Estate, Estate Planning, Contract, Credit & Debt

Status: In Good Standing

CONTACT

818 A1A N, Ponte Vedra Beach, FL 32082

Christine Lorraine Amaro

Estate Planning, Business, Other

Status: In Good Standing Licensed: 9 Years

CONTACT

72 Strobe Ct, Saint Augustine, FL 32095

Christopher Alan Walker

Commercial Real Estate, Estate Planning, Employee Rights, Business

Status: In Good Standing Licensed: 13 Years

CONTACT

10151 Deerwood Park Blvd, Jacksonville, FL 32256

Christopher Alan Walker

Commercial Real Estate, Estate Planning, Employee Rights, Business

Status: In Good Standing Licensed: 13 Years

CONTACT

10151 Deerwood Park Blvd, Jacksonville, FL 32256

Christopher N. Knox

General Practice

Status: In Good Standing

CONTACT

90 Fort Wade Rd, Ponte Vedra Beach, FL 32081

800-923-0641

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LEGAL TERMS

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.

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.'

HEIR APPARENT

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

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

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.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

CREDIT SHELTER TRUST

See AB trust.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

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

Caroline Elizabeth Pearlmutter

Catharine King O'Connor

Catheline Jessica Georges

Catherine Rae Espinosa

Charles Guy Bond

Christine T Adams

Christine Lorraine Amaro

Christopher Alan Walker

Christopher Alan Walker

Christopher N. Knox

TIPS

LEGAL TERMS

PROPERTY CONTROL TRUST

INCOMPETENCE

HEIR APPARENT

HEIR AT LAW

RESIDUARY ESTATE

DEATH TAXES

SPECIAL ADMINISTRATOR

CREDIT SHELTER TRUST

TRUST MERGER

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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