Paisley 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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Craig T. James

Litigation, Wills & Probate, Family Law, Personal Injury

Status: In Good Standing

FREE CONSULTATION

CONTACT

431 East New York Avenue, Deland, FL 32721

William E. Sherman

Wills, Wills & Probate, Trusts, Banking & Finance

Status: In Good Standing

CONTACT

Deland, FL 32721

Dana Harden Hankins

Landlord-Tenant, Estate, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 44 Years

CONTACT

Deland, FL 32721

Kirk Thomas Bauer

Power of Attorney, Estate Planning, Credit & Debt, Accident & Injury

Status: In Good Standing

CONTACT

Deland, FL 32721

Timothy Robert Fiedler

Real Estate, Trusts, Corporate, Personal Injury

Status: In Good Standing Licensed: 24 Years

CONTACT

Deland, FL 32721

William E Sherman

Real Estate, Trusts, Wills & Probate

Status: In Good Standing Licensed: 72 Years

CONTACT

Deland, FL 32721

Mikel Wayne Carpenter

Real Estate, Estate, Divorce & Family Law, Products Liability

Status: In Good Standing Licensed: 48 Years

CONTACT

1742 S Woodland Blvd, Deland, FL 32720

Michael Patrick Nordman

Commercial Real Estate, Real Estate, Estate Planning, Estate

Status: In Good Standing Licensed: 22 Years

CONTACT

112 N Florida Ave, Deland, FL 32720

Richard Walter Taylor

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

Status: In Good Standing Licensed: 51 Years

CONTACT

112 N Florida Ave, Deland, FL 32720

Sue Belevich Schilling

Real Estate, Estate, Business

Status: In Good Standing Licensed: 45 Years

CONTACT

1931 Marsh Hen Village, Deland, FL 32720

800-923-0641

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LEGAL TERMS

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

SURROGATE COURT

See probate court.

FUNDING A TRUST

Transferring ownership of property to a trust.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

TRUSTEE POWERS

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

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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Paisley Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Craig T. James

William E. Sherman

Dana Harden Hankins

Kirk Thomas Bauer

Timothy Robert Fiedler

William E Sherman

Mikel Wayne Carpenter

Michael Patrick Nordman

Richard Walter Taylor

Sue Belevich Schilling

TIPS

LEGAL TERMS

RESIDUARY BENEFICIARY

GRANTOR

SURROGATE COURT

FUNDING A TRUST

DISTRIBUTEE

CHARITABLE TRUST

LIVING TRUST

AB TRUST

TRUSTEE POWERS

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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