Mossy Head 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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Fiona Eleanor DeSpain

Family Law, Wills & Probate, Child Support, Estate Planning

Status: In Good Standing

CONTACT

1250 Circle Drive, Defuniak Springs, FL 32435

William Howard Green

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

Status: In Good Standing

CONTACT

664 Baldwin Ave, Defuniak Springs, FL 32435

David Walker Green

Land Use & Zoning, Criminal, Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 43 Years

CONTACT

571 E Nelson Ave, Defuniak Springs, FL 32433

John Bruce Bowman

Commercial Real Estate, Federal Trial Practice, Estate Planning

Status: In Good Standing Licensed: 36 Years

CONTACT

5535 John Givens Rd, Crestview, FL 32539

Patrice Muncelle Mitchell

Estate, Divorce & Family Law, Criminal, Business

Status: In Good Standing Licensed: 17 Years

CONTACT

5545 John Givens Rd, Crestview, FL 32539

Monica Lynne Cothran

Real Estate, Estate, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 37 Years

CONTACT

5753 Highway 85, Crestview, FL 32536

Steven Lawrence Applebaum

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 33 Years

CONTACT

5753 Highway 85 N, Crestview, FL 32536

Mark Henzler Welton

Civil Rights, Adoption, Estate Planning, Personal Injury, Federal Appellate Practice

Status: In Good Standing Licensed: 31 Years

CONTACT

1020 S Ferdon Blvd, Crestview, FL 32536

Ryan Geoffrey Hardy

Estate, Divorce & Family Law, Criminal

Status: In Good Standing Licensed: 13 Years

CONTACT

369 N Main St, Crestview, FL 32536

Connie Roper

Divorce, Wills & Probate, Child Support, Adoption, Paternity

Status: In Good Standing Licensed: 20 Years

CONTACT

296 South Ferdon Blvd., Crestview, FL 32536

800-923-0641

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LEGAL TERMS

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.

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.

SURROGATE COURT

See probate court.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

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.

CREDIT SHELTER TRUST

See AB 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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Mossy Head Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Fiona Eleanor DeSpain

William Howard Green

David Walker Green

John Bruce Bowman

Patrice Muncelle Mitchell

Monica Lynne Cothran

Steven Lawrence Applebaum

Mark Henzler Welton

Ryan Geoffrey Hardy

Connie Roper

TIPS

LEGAL TERMS

RESIDUARY ESTATE

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

SURROGATE COURT

BYPASS TRUST

DISINHERIT

TRUST MERGER

TRUST CORPUS

MARITAL LIFE ESTATE TRUST

CREDIT SHELTER 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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