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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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Thomas M. VanNess

Estate Planning, Elder Law, Commercial Real Estate, Trusts, Estate

Status: In Good Standing

FREE CONSULTATION

CONTACT

1205 N. Meeting Tree Boulevard, Crystal River, FL 34429

Denise VanNess

Products Liability, Wills & Probate, Mesothelioma, Estate

Status: In Good Standing

FREE CONSULTATION

CONTACT

1205 N. Meeting Tree Boulevard, Crystal River, FL 34429

Rebecca A. Briggs

Estate Planning, International Tax, Bankruptcy, Child Custody, Elder Law

Status: In Good Standing Licensed: 20 Years

CONTACT

4411 E. Arlington Street, Inverness, FL 34453

Charles P. Vaughn

Traffic, Wills, Family Law, Criminal, Banking & Finance

Status: In Good Standing Licensed: 43 Years

CONTACT

120 N Seminole Ave, Inverness, FL 34450

Jeannette Mary Haag

Government, Estate

Status: In Good Standing Licensed: 50 Years

CONTACT

452 Pleasant Grove Rd, Inverness, FL 34452

Tanya Maryann Williams

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

Status: In Good Standing Licensed: 13 Years

CONTACT

452 Pleasant Grove Rd, Inverness, FL 34452

Marie T. Blume

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

Status: In Good Standing Licensed: 23 Years

CONTACT

Inverness, FL 34451

Keith Robert Taylor

Accident & Injury, Divorce & Family Law, Estate, Lawsuit & Dispute

Status: In Good Standing Licensed: 31 Years

CONTACT

Lecanto, FL 34460

Richard Shawn Fitzpatrick

Litigation, Estate Planning, Trusts, Trade Associations

Status: In Good Standing Licensed: 48 Years

CONTACT

213 N Apopka Ave, Inverness, FL 34450

Adam Andrew Czaya

Commercial Real Estate, Trusts, Civil Rights, Corporate

Status: In Good Standing Licensed: 13 Years

CONTACT

1143 N. Lyle Avenue, Crystal River, FL 34429

800-923-0641

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LEGAL TERMS

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.

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.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

CERTIFICATION OF TRUST

See abstract of trust.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

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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Hernando Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Thomas M. VanNess

Denise VanNess

Rebecca A. Briggs

Charles P. Vaughn

Jeannette Mary Haag

Tanya Maryann Williams

Marie T. Blume

Keith Robert Taylor

Richard Shawn Fitzpatrick

Adam Andrew Czaya

TIPS

LEGAL TERMS

AB TRUST

INVESTOR

HEIR APPARENT

INTER VIVOS TRUST

FAILURE OF ISSUE

CERTIFICATION OF TRUST

ACCUMULATION TRUST

PRETERMITTED HEIR

SECONDARY MEANING

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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