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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
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Cathleen Kenney Curtis

Commercial Real Estate, Trusts, Estate Planning

Status: In Good Standing Licensed: 18 Years

CONTACT

103 N Jefferson St, Perry, FL 32347

Clay Alan Schnitker

Mediation, Federal Appellate Practice, Trusts, Business & Trade

Status: In Good Standing Licensed: 42 Years

CONTACT

Madison, FL 32341

Debra June Byers

Real Estate, Estate, Divorce & Family Law

Status: In Good Standing Licensed: 31 Years

CONTACT

4259 Harrison Blue Rd, Perry, FL 32347

Floyd Benjamin Faglie

Civil Rights, Personal Injury, Administrative Law, Wills, Mass Torts

Status: In Good Standing Licensed: 22 Years

CONTACT

189 E Walnut St, Monticello, FL 32344

Michael S Smith

Estate Planning, Civil Rights, Business, Accident & Injury

Status: In Good Standing Licensed: 51 Years

CONTACT

411 N Washington St, Perry, FL 32347

Oscar Morris Howard

Real Estate, Estate, Criminal

Status: In Good Standing Licensed: 19 Years

CONTACT

Perry, FL 32348

Sally Jean Roberts

Other, Commercial Real Estate, Real Estate, Estate Administration, Estate Planning

Status: In Good Standing Licensed: 12 Years

CONTACT

1534 W Roberts Aman Rd, Perry, FL 32347

Scot B Copeland Pl

Real Estate, Trusts, Personal Injury, Wills & Probate

Status: In Good Standing

CONTACT

174 E Base St, Madison, FL 32340

Thomas Buckingham Bird

Commercial Real Estate, Government, Estate Planning

Status: In Good Standing Licensed: 61 Years

CONTACT

Monticello, FL 32345

800-923-0641

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LEGAL TERMS

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

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.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

SURROGATE COURT

See probate court.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

FUNDING A TRUST

Transferring ownership of property to a trust.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

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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Shady Grove Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Cathleen Kenney Curtis

Clay Alan Schnitker

Debra June Byers

Floyd Benjamin Faglie

Michael S Smith

Oscar Morris Howard

Sally Jean Roberts

Scot B Copeland Pl

Thomas Buckingham Bird

TIPS

LEGAL TERMS

LAPSE

GROSS ESTATE

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

PER STIRPES

SURROGATE COURT

HOLOGRAPHIC WILL

FUNDING A TRUST

GRANTOR RETAINED INCOME 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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