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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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Byron E. Cotton

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Criminal, Wills & Probate, Felony, DUI-DWI, Misdemeanor

The law firm of Cotton & Gates, Attorneys at Law, has provided high-quality service and representation to people in Okaloosa County and Northwest Flor... (more)

FREE CONSULTATION

CONTACT

800-938-5401

3 Plew Avenue, Shalimar, FL 32579

Gillis E. (Beau) Powell

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Medical Malpractice, Family Law, Criminal, Wills, Mass Torts

Beau was born and raised in Crestview, Florida. In 2006 he graduated from Northwest Florida State College with an Associates Degree in Criminal Justic... (more)

FREE CONSULTATION

CONTACT

800-897-9271

6827 Caroline Street, Ste A, Milton, FL 32570

John Allen Madden

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Divorce & Family Law, Criminal, Divorce, Estate, Power of Attorney

Prior to joining the Law Offices of James C. Campbell, P.A., John Madden, a Shalimar native, was an Assistant State Attorney in the First Judicial Cir... (more)

CONTACT

800-982-7230

4 11th Ave, Shalimar, FL 32579

Tonya Holman

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Divorce & Family Law, Military, Estate, Bankruptcy & Debt

Your family’s best interest is my main focus. I will listen and provide creative, effective solutions to reach your goals. Tonya Holman is the A... (more)

CONTACT

850-609-3100

906 D Mar Walt Drive, Fort Walton Beach, FL 32547

Daniel C. Perri

Tax, Wills & Probate, Trusts, Estate

Status: In Good Standing

CONTACT

4 Eleventh Ave., Shalimar, FL 32579

J. Paul Fitzgerald

Bankruptcy, Estate Planning, Foreclosure

Status: In Good Standing

CONTACT

6839 Caroline Street, Milton, FL 32570

Jack Locklin

Wills, Wills & Probate, Family Law, Corporate

Status: In Good Standing

CONTACT

6460 Justice Avenue, Milton, FL 32570

Michael R. Gates

Construction, Wills & Probate, Family Law, Bad Faith Insurance

Status: In Good Standing

CONTACT

3 Plew Avenue, Shalimar, FL 32579

Allen Lindsay

Land Use & Zoning, Wills & Probate, Environmental Law, Car Accident

Status: In Good Standing

CONTACT

Milton, FL 32572

Angela J Jones

Elder Law, Estate Planning, Commercial Real Estate

Status: In Good Standing Licensed: 28 Years

CONTACT

4557 Chumuckla Hwy, Milton, FL 32571

800-923-0641

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LEGAL TERMS

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.

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.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

MARITAL LIFE ESTATE TRUST

See AB trust.

DEED OF TRUST

See trust deed.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

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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Holt Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Byron E. Cotton

Gillis E. (Beau) Powell

John Allen Madden

Tonya Holman

Daniel C. Perri

J. Paul Fitzgerald

Jack Locklin

Michael R. Gates

Allen Lindsay

Angela J Jones

TIPS

LEGAL TERMS

ACCUMULATION TRUST

RESIDUARY ESTATE

TRUST CORPUS

MARITAL LIFE ESTATE TRUST

DEED OF TRUST

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

FAMILY ALLOWANCE

REMAINDERMAN

ABSTRACT OF TRUST

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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