Glen Saint Mary Estate 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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2. Email
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Tina Marie Bell

General Practice

CONTACT

904-664-6008

795 Ontario St, Jacksonville, FL 32254

Refik W Eler

✓ VERIFIED

Divorce & Family Law, Criminal, Estate, Accident & Injury

ELERLAW is a general trial practice law firm handling all family, criminal and general litigation matters in both State and Federal courts. My 30... (more)

FREE CONSULTATION

CONTACT

800-684-6410

233 E. Bay Street, Jacksonville, FL 32202

Glenn Warren

✓ VERIFIED

Accident & Injury, Car Accident, Personal Injury, Wrongful Death, Wills & Probate

Full service Law Firm with a primary focus of Personal Injury

Glenn Warren, AV rated Attorney, has been working in the Personal Injury arena for 26 years, and has handled thousands of auto accident injury cases. ... (more)

FREE CONSULTATION

CONTACT

800-732-8231

1514 Landon Avenue, Jacksonville, FL 32207

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

Ian Christopher Hurley

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Divorce & Family Law, Wills, Child Support, Child Custody, Adoption

Ian, a family lawyer in Jacksonville Fl, was born in Annapolis, Maryland and has called Jacksonville home for most of his life. A 2001 graduate of Flo... (more)

FREE CONSULTATION

CONTACT

800-938-8141

1542 Glengarry Rd, Jacksonville, FL 32207

Marcella A. Taylor

✓ VERIFIED

Elder Law, Estate, Wills & Probate

Marcella A. Taylor found herself drawn to the legal field directly out of high school, working as a paralegal. She then pursued a law degree from Flor... (more)

CONTACT

905-714-0307

731 Duval Station Rd, Jacksonville, FL 32218

Christopher W Lobianco

✓ VERIFIED

Divorce & Family Law, Estate, Business, Criminal

After spending his early childhood on Long Island, New York, Mr. LoBianco moved to Hernando County, Florida with his loving parents and two younger si... (more)

FREE CONSULTATION

CONTACT

904-671-8395

6100 Greenland Road, Jacksonville, FL 32258

Samuel L. Leprell

Commercial Leasing, Estate Planning, Business Organization

Status: In Good Standing

CONTACT

1930 San Marco Blvd., Jacksonville, FL 32207

J. Richard Moore

Admiralty & Maritime, Estate Planning, Family Law, Federal Trial Practice

Status: In Good Standing

CONTACT

3127 Atlantic Boulevard, Jacksonville, FL 32207

W. David Vaughn

Family Law, Wills & Probate, Construction, Corporate

Status: In Good Standing

CONTACT

817 North Main Street, Jacksonville, FL 32202

800-923-0641

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LEGAL TERMS

MARITAL LIFE ESTATE TRUST

See AB trust.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

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.

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.

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.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

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.

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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Glen Saint Mary Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Tina Marie Bell

Refik W Eler

Glenn Warren

David Michael Goldman

Ian Christopher Hurley

Marcella A. Taylor

Christopher W Lobianco

Samuel L. Leprell

J. Richard Moore

W. David Vaughn

TIPS

LEGAL TERMS

MARITAL LIFE ESTATE TRUST

GROSS ESTATE

INVESTOR

RESIDUARY ESTATE

ADEMPTION

SUMMARY PROBATE

SPRINKLING TRUST

INHERITANCE TAXES

DEATH TAXES

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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