Hastings 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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B. Paul Katz

Estate Planning, Family Law, Banking & Finance, Personal Injury

Status: In Good Standing

CONTACT

1 Florida Park Dr. South, Palm Coast, FL 32137

James Russell Collins

Power of Attorney, Real Estate, Wills & Probate, Criminal, Bankruptcy

Status: In Good Standing Licensed: 16 Years

CONTACT

2493 Us Highway 1 S, Saint Augustine, FL 32086

William Jeffrey Earnshaw

Real Estate, Lawsuit & Dispute, Trusts, Business

Status: In Good Standing Licensed: 20 Years

CONTACT

N/A, Saint Augustine, FL 32086

James Edwin Bedsole

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

Status: In Good Standing Licensed: 39 Years

CONTACT

2450 Old Moultrie Rd, Saint Augustine, FL 32086

Ashlee Jenks Cardwell

International, Health Care, Estate, Business

Status: In Good Standing Licensed: 11 Years

CONTACT

117 Deerfield Grove Way, Saint Augustine, FL 32086

Ashlee Elizabeth Cardwell

International, Health Care, Estate, Business

Status: In Good Standing Licensed: 11 Years

CONTACT

117 Deerfield Grove Way, Saint Augustine, FL 32086

Andrew Ketterer

Commercial Real Estate, State Government, Estate Planning, Criminal

Status: In Good Standing

CONTACT

215 Federal Point Road, East Palatka, FL 32131

B Paul Katz

Wills, Trusts, Estate Planning, Corporate

Status: In Good Standing Licensed: 49 Years

CONTACT

1 Florida Park Dr S, Palm Coast, FL 32137

Matthew Garner Mercer

Civil Rights, Estate Planning, Bankruptcy, Construction, Aviation

Status: Inactive Licensed: 21 Years

CONTACT

4475 Us 1 South, Saint Augustine, FL 32086

Matthew Garner Mercer

Civil Rights, Estate Planning, Bankruptcy, Construction, Aviation

Status: Inactive Licensed: 21 Years

CONTACT

4475 Us 1 S, Saint Augustine, FL 32086

800-923-0641

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LEGAL TERMS

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

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.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

CURATOR

See conservator.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

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.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

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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Hastings Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

B. Paul Katz

James Russell Collins

William Jeffrey Earnshaw

James Edwin Bedsole

Ashlee Jenks Cardwell

Ashlee Elizabeth Cardwell

Andrew Ketterer

B Paul Katz

Matthew Garner Mercer

Matthew Garner Mercer

TIPS

LEGAL TERMS

INHERIT

LETTERS TESTAMENTARY

DISTRIBUTEE

SELF-PROVING WILL

AB TRUST

CURATOR

TRUSTEE

ABATEMENT

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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