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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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Craig T. James

Litigation, Wills & Probate, Family Law, Personal Injury

Status: In Good Standing

FREE CONSULTATION

CONTACT

431 East New York Avenue, Deland, FL 32721

Robert Kenneth McIntosh

Estate Administration, Estate Planning, Guardianships & Conservatorships, Elder Law

Status: In Good Standing

CONTACT

1001 Heathrow Park Ln, Lake Mary, FL 32746

R. Jason De Groot

Bankruptcy, Criminal, Divorce & Family Law, Estate

Status: In Good Standing

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Deltona, Deltona, FL 32725

Susan Rae Giacoletto

Commercial Real Estate, Estate Planning, Family Law, Criminal

Status: In Good Standing Licensed: 25 Years

CONTACT

100 Treemonte Dr, Orange City, FL 32763

Philip Sean Karle

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 17 Years

CONTACT

5 W Highbanks Rd, Debary, FL 32713

John Edward Crowther

Wills, Wills & Probate, Trusts, Estate, Elder Law

Status: In Good Standing

CONTACT

279 E. Graves Avenue, Orange City, FL 32763

Randall Joseph Marshall

Commercial Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 42 Years

CONTACT

Orange City, FL 32774

Carsandra Denyce Buie

Other, Commercial Real Estate, Federal Appellate Practice, Estate Planning

Status: In Good Standing Licensed: 30 Years

CONTACT

Sanford, FL 32772

James Albert Barks

Commercial Real Estate, Trusts, Corporate, Contract

Status: In Good Standing

CONTACT

1120 W 1st St, Sanford, FL 32771

Carolyn J. B. Lawrence

Commercial Real Estate, Real Estate, Estate Planning, Animal Bite

Status: In Good Standing Licensed: 22 Years

CONTACT

690 Deltona Blvd, Deltona, FL 32725

800-923-0641

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LEGAL TERMS

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).

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

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.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

DEED OF TRUST

See trust deed.

FAMILY POT TRUST

See pot trust.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

ADEMPTION

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she di... (more...)

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she dies. Often this happens because the property has been sold, destroyed or given away to someone other than the beneficiary named in the will. A bequest may also be adeemed when the will maker, while still living, gives the property to the intended beneficiary (called 'ademption by satisfaction'). When a bequest is adeemed, the beneficiary named in the will is out of luck; he or she doesn't get cash or a different item of property to replace the one that was described in the will. For example, Mark writes in his will, 'I leave to Rob the family vehicle,' but then trades in his car in for a jet ski. When Mark dies, Rob will receive nothing. Frustrated beneficiaries may challenge an ademption in court, especially if the property was not clearly identified in the first place.

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

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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Deltona Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Craig T. James

Robert Kenneth McIntosh

R. Jason De Groot

Susan Rae Giacoletto

Philip Sean Karle

John Edward Crowther

Randall Joseph Marshall

Carsandra Denyce Buie

James Albert Barks

Carolyn J. B. Lawrence

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LEGAL TERMS

GRANTOR RETAINED INCOME TRUST

LIFE BENEFICIARY

POUR-OVER WILL

ESTATE TAXES

DEED OF TRUST

FAMILY POT TRUST

INTESTATE SUCCESSION

ADEMPTION

REAL ESTATE AGENT

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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