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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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Lauren E. Merriam

Wills, Wills & Probate, Estate Planning, Divorce, Corporate

Status: In Good Standing

CONTACT

4 S.E. Broadway Street, Ocala, FL 34471

Jonathan S. Dean

Commercial Real Estate, Real Estate, Wills & Probate, Estate, Contract

Status: In Good Standing

FREE CONSULTATION

CONTACT

230 North East, 25th Avenue, Ocala, FL 34470

Ronald A Jones

Power of Attorney, Real Estate, Wills & Probate, Trusts

Status: In Good Standing Licensed: 28 Years

CONTACT

15600 S Us Highway 441, Summerfield, FL 34491

Katina Helen Pantazis

Wills & Probate, Estate Planning, Estate, Elder Law, Business Organization

Status: In Good Standing Licensed: 15 Years

CONTACT

13710 North US Hwy 441, The Villages, FL 32159

Michael Don Millhorn

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

Status: In Good Standing Licensed: 44 Years

CONTACT

13696 N Us Highway 441, Lady Lake, FL 32159

Sandra Sue Robbins

Family Law, Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 44 Years

CONTACT

3788 Se 45Th Pl, Ocala, FL 34480

Mark Fox

Employment, Workers' Compensation, Estate, Family Law

Status: In Good Standing Licensed: 51 Years

FREE CONSULTATION

CONTACT

1320 Southeast 25th Loop, Ocala, FL 34471

Bradford J. Tropello

Landlord-Tenant, Wills & Probate, Corporate, Contract

Status: In Good Standing Licensed: 17 Years

CONTACT

Ocala, FL 34478

Janet W Behnke

Commercial Real Estate, Estate Planning, Family Law, Administrative Law

Status: In Good Standing Licensed: 53 Years

CONTACT

Ocala, FL 34478

Samantha Shealy Rauba

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

Status: In Good Standing

CONTACT

Ocala, FL 34478

800-923-0641

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LEGAL TERMS

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

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.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

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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Candler Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Lauren E. Merriam

Jonathan S. Dean

Ronald A Jones

Katina Helen Pantazis

Michael Don Millhorn

Sandra Sue Robbins

Mark Fox

Bradford J. Tropello

Janet W Behnke

Samantha Shealy Rauba

TIPS

LEGAL TERMS

PREDECEASED SPOUSE

MINERAL RIGHTS

ANCILLARY PROBATE

GENERATION-SKIPPING TRANSFER TAX

SELF-PROVING WILL

HEIR AT LAW

PROBATE COURT

GRANTOR RETAINED INCOME TRUST

NONPROBATE

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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