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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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Michael Philip Olivari

Commercial Real Estate, Wills, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

1414 W Granada Blvd, Ormond Beach, FL 32174

Bradford Boone Gornto

Commercial Real Estate, International Tax, Estate Planning, Estate

Status: In Good Standing Licensed: 26 Years

CONTACT

310 Wilmette Ave, Ormond Beach, FL 32174

Rebecca M Becker

Government Agencies, Wills & Probate, Corporate, Banking & Finance

Status: In Good Standing Licensed: 46 Years

CONTACT

57 Nicholas Ct, Ormond Beach, FL 32176

Rebecca M Becker

Commercial Real Estate, International Tax, Estate Planning, Elder Law

Status: In Good Standing Licensed: 46 Years

CONTACT

57 Nicholas Ct, Ormond Beach, FL 32176

Robert James Mara

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

Status: In Good Standing Licensed: 15 Years

CONTACT

555 W Granada Blvd, Ormond Beach, FL 32174

Albert R Tetrault

Estate Planning, International Tax, Divorce, Aviation, Contract

Status: In Good Standing Licensed: 14 Years

CONTACT

Ormond Beach, FL 32173

Damien Michael Richards

Commercial Real Estate, Trusts, Business & Trade, Business

Status: In Good Standing Licensed: 17 Years

CONTACT

Ormond Beach, FL 32175

Brian Robert Giaquinto

Commercial Real Estate, Estate Planning, Business & Trade, Business

Status: In Good Standing Licensed: 11 Years

CONTACT

Ormond Beach, FL 32173

Sharon Brooks Logan

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

Ormond Beach, FL 32175

Robert Michael Kennedy

Business & Trade, Trusts, Real Estate, Business

Status: In Good Standing Licensed: 51 Years

CONTACT

3 Sunshine Blvd, Ormond Beach, FL 32174

800-923-0641

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LEGAL TERMS

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

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.

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.

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.

FAMILY POT TRUST

See pot trust.

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.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

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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Bunnell Estate Lawyer, Florida, page 4

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Michael Philip Olivari

Bradford Boone Gornto

Rebecca M Becker

Rebecca M Becker

Robert James Mara

Albert R Tetrault

Damien Michael Richards

Brian Robert Giaquinto

Sharon Brooks Logan

Robert Michael Kennedy

TIPS

LEGAL TERMS

ADMINISTRATRIX

SUMMARY PROBATE

GENERATION-SKIPPING TRANSFER TAX

SPECIFIC BEQUEST

FAMILY POT TRUST

ABATEMENT

TESTAMENTARY TRUST

LIVING TRUST

DISINHERIT

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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