Old Town 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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Includes: Gift Taxation

Thomas G. Christmann

Business Organization, Estate Administration, Estate Planning, Tax

Status: In Good Standing

CONTACT

18 NW 33 Court, Gainesville, FL 32607

Katherine L. Floyd

Estate, Wills & Probate, Estate Planning, Landlord-Tenant

Status: In Good Standing

CONTACT

4545 NW 8th Avenue, Gainesville, FL 32605

Gregory Vance Beauchamp

Commercial Real Estate, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 50 Years

CONTACT

Chiefland, FL 32644

Douglas Kent McKoy

Commercial Real Estate, Land Use & Zoning, State and Local, Estate Planning

Status: In Good Standing Licensed: 12 Years

CONTACT

302 N Main St, Trenton, FL 32693

Kathryn Mcleod Lancaster

Elder Law, Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 39 Years

CONTACT

14260 W Newberry Rd, Newberry, FL 32669

Randolph Lee Hunziker

General Practice

Status: In Good Standing Licensed: 37 Years

CONTACT

1414 Nw 132Nd Blvd, Newberry, FL 32669

Sonia Rosetta Singh

Commercial Real Estate, International Tax, Estate Planning, Business

Status: In Good Standing Licensed: 12 Years

CONTACT

11420 Nw 10Th Ln, Gainesville, FL 32606

Robert P Butts

Commercial Real Estate, Construction, Estate Planning, Business

Status: In Good Standing

CONTACT

5200 S.W. 91St Terrace, Gainesville, FL 32608

Ryan P. Sullivan

Litigation, Construction, Estate Planning, Contract

Status: In Good Standing Licensed: 8 Years

CONTACT

5216 Sw 91St Dr, Gainesville, FL 32608

David Lee Worthy

Construction, Litigation, Estate Planning, Contract

Status: In Good Standing

CONTACT

5216 Sw 91St Dr, Gainesville, FL 32608

800-923-0641

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LEGAL TERMS

CERTIFICATION OF TRUST

See abstract of trust.

SURROGATE COURT

See probate court.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

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.'

SUCCESSOR TRUSTEE

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

NET ESTATE

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

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

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.

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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Old Town Estate Planning Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Thomas G. Christmann

Katherine L. Floyd

Gregory Vance Beauchamp

Douglas Kent McKoy

Kathryn Mcleod Lancaster

Randolph Lee Hunziker

Sonia Rosetta Singh

Robert P Butts

Ryan P. Sullivan

David Lee Worthy

TIPS

LEGAL TERMS

CERTIFICATION OF TRUST

SURROGATE COURT

PROVING A WILL

SUMMARY PROBATE

ABSTRACT OF TRUST

SUCCESSOR TRUSTEE

NET ESTATE

ENDOWMENT INSURANCE

TRUST MERGER

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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