Saint Augustine 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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Charlie T Douglas

✓ VERIFIED

Estate Planning, Personal Injury, Mass Torts, Trusts, Estate

Charlie Douglas was born and raised in Palatka, Florida. After graduating valedictorian of his high school class, Charlie attended the University Of F... (more)

CONTACT

386-530-2955

117 N. 2nd Street, Palatka, FL 32177

David Michael Goldman

✓ VERIFIED

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)

FREE CONSULTATION

CONTACT

800-813-4201

4115 Hendricks Avenue, Jacksonville, FL 32207

Clyde Montgomery Taylor

Federal Appellate Practice, Trusts, Criminal, Personal Injury

Status: In Good Standing Licensed: 54 Years

CONTACT

2303 N Ponce De Leon Blvd, Saint Augustine, FL 32084

Claude J Greenfield

Trusts, Family Law, Criminal, Civil Rights

Status: In Good Standing Licensed: 16 Years

CONTACT

215 4Th St, Saint Augustine, FL 32080

Kenneth Michael Jones

Commercial Real Estate, Trusts, Corporate, Bankruptcy

Status: In Good Standing Licensed: 53 Years

CONTACT

1252 Makarios Dr, Saint Augustine, FL 32080

Kelley Presley

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

Status: In Good Standing Licensed: 17 Years

CONTACT

2465 Us 1 S, Saint Augustine, FL 32086

Richard Q. Lewis

Commercial Real Estate, International Tax, Trusts, Estate Planning, Corporate

Status: In Good Standing

CONTACT

701 Market St, Saint Augustine, FL 32095

Jaime K. Council

Wills & Probate, Trusts, Estate Planning, Guardianships & Conservatorships

Status: In Good Standing Licensed: 19 Years

CONTACT

701 Market St, Saint Augustine, FL 32095

Contessa Nehls Pulsfus

Real Estate, Deportation, Trusts, Family Law

Status: In Good Standing

CONTACT

770 A1A Beach Blvd, Saint Augustine, FL 32080

Robert Edwin Grier

Administrative Law, Elder Law, Family Law, Trusts

Status: In Good Standing Licensed: 37 Years

CONTACT

100 Island Cottage Way, Saint Augustine, FL 32080

800-923-0641

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LEGAL TERMS

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

CREDIT SHELTER TRUST

See AB trust.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

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.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

DEED OF TRUST

See trust deed.

FUNDING A TRUST

Transferring ownership of property to a trust.

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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Saint Augustine Trusts Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Charlie T Douglas

David Michael Goldman

Clyde Montgomery Taylor

Claude J Greenfield

Kenneth Michael Jones

Kelley Presley

Richard Q. Lewis

Jaime K. Council

Contessa Nehls Pulsfus

Robert Edwin Grier

TIPS

LEGAL TERMS

SPECIFIC BEQUEST

POUR-OVER WILL

CREDIT SHELTER TRUST

ENTITY

CERTIFIED COPY

GENERATION-SKIPPING TRANSFER TAX

SELF-PROVING WILL

DEED OF TRUST

FUNDING A TRUST

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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