Satsuma 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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Charlie T Douglas

✓ VERIFIED

Estate Planning, Personal Injury, Mass Torts, Trusts, Estate

Charlie Douglas was born and raised in Palatka, Florida. After graduating valedictorian of his high school class, Charlie attended the University Of F... (more)

CONTACT

386-530-2955

117 N. 2nd Street, Palatka, FL 32177

Jay Dudley Asbury

Commercial Real Estate, State and Local, Estate Planning, Elder Law

Status: In Good Standing Licensed: 57 Years

CONTACT

Crescent City, FL 32112

Lisa Kane Devitto

Public Interest Law, Elder Law, Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 36 Years

CONTACT

Crescent City, FL 32112

Robert Altman

Power of Attorney, Real Estate, Government Agencies, Estate

Status: In Good Standing Licensed: 42 Years

CONTACT

5256 Silver Lake Dr, Fort Mc Coy, FL 32177

John Ochs Terry

Estate

Status: In Good Standing

CONTACT

1305 Kirby St, Fort Mc Coy, FL 32177

John Ochs Terry

Estate

Status: In Good Standing Licensed: 51 Years

CONTACT

1305 Kirby Street, Fort Mc Coy, FL 32177

Robert McHenry Fields

Civil Rights, Personal Injury, Family Law, Criminal, Estate

Status: In Good Standing Licensed: 26 Years

CONTACT

413 Saint Johns Ave, Fort Mc Coy, FL 32177

John Key

Commercial Real Estate, Real Estate, Estate Planning, Business

Status: In Good Standing Licensed: 27 Years

CONTACT

415 Saint Johns Ave, Fort Mc Coy, FL 32177

John D Mussoline

Education, Commercial Real Estate, Wills & Probate, Estate Planning, Wrongful Termination

Status: In Good Standing Licensed: 54 Years

CONTACT

415A Saint Johns Ave, Fort Mc Coy, FL 32177

Rachel Dorsett Murphy

Real Estate, Family Law, Trusts, Wills & Probate

Status: In Good Standing Licensed: 40 Years

CONTACT

208 N 6Th St, Fort Mc Coy, FL 32177

800-923-0641

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LEGAL TERMS

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

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.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

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.

TRUSTEE POWERS

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

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

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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Satsuma Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Charlie T Douglas

Jay Dudley Asbury

Lisa Kane Devitto

Robert Altman

John Ochs Terry

John Ochs Terry

Robert McHenry Fields

John Key

John D Mussoline

Rachel Dorsett Murphy

TIPS

LEGAL TERMS

TAKING AGAINST THE WILL

SPECIAL ADMINISTRATOR

LIFE BENEFICIARY

PETITION

SWEARING MATCH

ACCUMULATION TRUST

TRUST MERGER

TRUSTEE POWERS

QTIP 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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