Hurlburt Field 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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Tonya Holman

✓ VERIFIED

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

Martin W Lester

Real Estate, Immigration, Trusts, Criminal

Status: In Good Standing Licensed: 21 Years

CONTACT

184 Eglin Pkwy NE, Fort Walton Beach, FL 32548

Lisa Jo Spencer

Real Estate, Wills & Probate, Estate Planning, Estate, Real Estate

Status: In Good Standing Licensed: 31 Years

CONTACT

151 Mary Esther Blvd, Mary Esther, FL 32569

Nicholas Gresham Foster

Estate Planning, Commercial Real Estate, Business, Trusts, Estate

Status: In Good Standing Licensed: 13 Years

CONTACT

909 Mar Walt Dr, Fort Walton Beach, FL 32547

Larry H Hipsh

International Tax, Trusts, Civil Rights, Corporate

Status: In Good Standing Licensed: 19 Years

CONTACT

Fort Walton Beach, FL 32549

John Thomas Brown

Construction, Mediation, Trusts, Civil Rights

Status: In Good Standing Licensed: 38 Years

CONTACT

1940 Lewis Turner Blvd, Fort Walton Beach, FL 32547

Anne M McBride

Corporate, Real Estate, Trusts, Family Law

Status: In Good Standing

CONTACT

909 Mar Walt Dr, Fort Walton Beach, FL 32547

George E Day

Real Estate, Trusts

Status: In Good Standing Licensed: 47 Years

CONTACT

32 Beal Pkwy Sw, Fort Walton Beach, FL 32548

800-923-0641

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LEGAL TERMS

FAMILY POT TRUST

See pot trust.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

HEIR APPARENT

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

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.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

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).

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

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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Hurlburt Field Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Tonya Holman

Martin W Lester

Lisa Jo Spencer

Nicholas Gresham Foster

Larry H Hipsh

John Thomas Brown

Anne M McBride

George E Day

TIPS

LEGAL TERMS

FAMILY POT TRUST

TRUSTEE POWERS

ALTERNATE BENEFICIARY

HEIR APPARENT

GROSS ESTATE

SUCCESSOR TRUSTEE

GRANTOR RETAINED INCOME TRUST

HEIR AT LAW

PER STIRPES

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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