Mary Esther 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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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

Mark J Fisher

Commercial Real Estate, Wills, Estate Planning

Status: In Good Standing Licensed: 39 Years

CONTACT

181 Eglin Pkwy Ne, Fort Walton Beach, FL 32548

David W Palmer

Estate, Divorce & Family Law, Business

Status: In Good Standing Licensed: 64 Years

CONTACT

171 Eglin Pkwy Ne, Fort Walton Beach, FL 32548

Dennis Anthony Barbarisi

Military, Estate Planning, Divorce & Family Law, Elder Law

Status: In Good Standing Licensed: 50 Years

CONTACT

171-A Elgin Parkway 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

Robert A. Goodwin

Estate, Construction, Business Organization, Lending

Status: In Good Standing

CONTACT

98 Oakhill Ave., Fort Walton Beach, FL 32547

Jill Warden Crew

Real Estate, Traffic, Medicare & Medicaid, Wills & Probate, Consumer Rights

Status: In Good Standing Licensed: 37 Years

CONTACT

238 Miracle Strip Pkwy Sw, Fort Walton Beach, FL 32548

James W Grimsley

Commercial Real Estate, Estate Planning, Estate, Business

Status: In Good Standing

CONTACT

Fort Walton Beach, FL 32549

Larry H Hipsh

International Tax, Trusts, Civil Rights, Corporate

Status: In Good Standing Licensed: 19 Years

CONTACT

Fort Walton Beach, FL 32549

800-923-0641

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LEGAL TERMS

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

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.

NET ESTATE

The value of all property owned at death less liabilities or debts.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

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.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

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.'

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).

FUNDING A TRUST

Transferring ownership of property to a 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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Mary Esther Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Tonya Holman

Martin W Lester

Mark J Fisher

David W Palmer

Dennis Anthony Barbarisi

Lisa Jo Spencer

Robert A. Goodwin

Jill Warden Crew

James W Grimsley

Larry H Hipsh

TIPS

LEGAL TERMS

GENERATION-SKIPPING TRANSFER TAX

INVESTOR

NET ESTATE

HEIR AT LAW

REMAINDERMAN

IN TERROREM

TRUST CORPUS

GRANTOR RETAINED INCOME TRUST

FUNDING A 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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