Neptune Beach Estate Planning 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
3. Refer
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Includes: Gift Taxation

Adam Dugan

Commercial Real Estate, Estate Planning, Estate, Business

Status: In Good Standing

CONTACT

419 3Rd St N, Jacksonville, FL 32250

Chantal Guilbert Hook

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 27 Years

CONTACT

13846 Atlantic Blvd, Jacksonville, FL 32225

Chantal G Hook

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 27 Years

CONTACT

13846 Atlantic Blvd, Jacksonville, FL 32225

Colleen Ann White

Commercial Real Estate, Federal Appellate Practice, Estate Planning, Family Law

Status: In Good Standing Licensed: 32 Years

CONTACT

1168 1St Ave N, Jacksonville, FL 32250

Adam J. Dugan

Commercial Real Estate, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 10 Years

CONTACT

419 3Rd St N, Jacksonville, FL 32250

Catherine Rae Espinosa

Commercial Real Estate, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 36 Years

CONTACT

2147 Birch Bark Ct E, Jacksonville, FL 32246

Yasmin W. Adamy

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

Status: In Good Standing Licensed: 15 Years

CONTACT

2850 Isabella Blvd, Jacksonville, FL 32250

Sabrina Marie Bateh

General Practice

Status: In Good Standing Licensed: 17 Years

CONTACT

13500 Sutton Park Dr S, Jacksonville, FL 32224

Timothy Michael Shippee

Commercial Real Estate, Real Estate, Estate Planning, Business

Status: In Good Standing Licensed: 22 Years

CONTACT

50 A1A N, Ponte Vedra Beach, FL 32082

Heather M Reynolds

Commercial Real Estate, Real Estate, Estate Planning

Status: In Good Standing Licensed: 22 Years

CONTACT

50 A1A N, Ponte Vedra Beach, FL 32082

800-923-0641

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LEGAL TERMS

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

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.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

ADEMPTION

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she di... (more...)

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she dies. Often this happens because the property has been sold, destroyed or given away to someone other than the beneficiary named in the will. A bequest may also be adeemed when the will maker, while still living, gives the property to the intended beneficiary (called 'ademption by satisfaction'). When a bequest is adeemed, the beneficiary named in the will is out of luck; he or she doesn't get cash or a different item of property to replace the one that was described in the will. For example, Mark writes in his will, 'I leave to Rob the family vehicle,' but then trades in his car in for a jet ski. When Mark dies, Rob will receive nothing. Frustrated beneficiaries may challenge an ademption in court, especially if the property was not clearly identified in the first place.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

MARITAL LIFE ESTATE TRUST

See AB trust.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

SAMPLE LEGAL CASES

Brundage v. Bank of America

... disputed transfers from the trust. Dorothy Gutsgell and her husband, who had no children of their own, executed a series of estate planning documents, using the law firm of Ruden McClosky for their planning. In 1992 Dorothy, as ...

Yang Enterprises, Inc. v. Georgalis

... Petitioners filed suit against Respondent for trade secret theft, tortious interference with a business relationship, and trade libel. In 1999, Petitioners retained Anthony Palma, an attorney in Broad and Cassel's Orlando office, for estate planning services. ...

Wheeler v. Powers

... In 2000, Dorothy L. Powers and her husband, Albert Powers, retained Kenneth B. Wheeler, an estates and trust attorney, to prepare estate planning documents. ... [1]. On December 20, 2004, Dorothy created several new estate planning documents through a different attorney. ...

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Neptune Beach Estate Planning Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Adam Dugan

Chantal Guilbert Hook

Chantal G Hook

Colleen Ann White

Adam J. Dugan

Catherine Rae Espinosa

Yasmin W. Adamy

Sabrina Marie Bateh

Timothy Michael Shippee

Heather M Reynolds

TIPS

LEGAL TERMS

ANCILLARY PROBATE

IN TERROREM

INHERITANCE TAXES

ADEMPTION

ADMINISTRATION (OF AN ESTATE)

MARITAL LIFE ESTATE TRUST

SPECIFIC BEQUEST

PETITION

MINERAL RIGHTS

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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