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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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N. Ana Garner

Insurance, Estate Planning, Commercial Real Estate, Federal Trial Practice

Status: In Good Standing

CONTACT

Crawfordville, FL 32326

Donna Blackwell Bass

Trusts, Family Law, Civil Rights, Contract

Status: In Good Standing Licensed: 36 Years

CONTACT

17 Edgewood Dr, Crawfordville, FL 32327

Mary Ellen Davis

Estate, Business, Real Estate, Collection

Status: In Good Standing Licensed: 32 Years

CONTACT

17 High Dr, Crawfordville, FL 32327

Frances Casey Lowe

Estate, Real Estate, Business, Power of Attorney, Elder Law

Status: In Good Standing Licensed: 39 Years

FREE CONSULTATION

CONTACT

68-A Feli Way, Crawfordville, FL 32327

Mary L. Hinkle

Bankruptcy & Debt, Gift Taxation

Status: In Good Standing

CONTACT

26 Lake View Dr., Panacea, FL 32346

Maryalice Harris David

State Government, Government, Estate Planning, Life & Health

Status: In Good Standing Licensed: 20 Years

CONTACT

3234 Salinger Way, Tallahassee, FL 32311

Mark Andrew Buckles

Trusts, Elder Law, Insurance, Personal Injury

Status: In Good Standing Licensed: 23 Years

CONTACT

400 S Monroe St, Tallahassee, FL 32399

Craig Joseph Pohlmann

Estate, Divorce & Family Law

Status: In Good Standing Licensed: 17 Years

CONTACT

3156 Nathaniel Trce, Tallahassee, FL 32311

Mark Andrew Buckles

Trusts, Elder Law, Insurance, Personal Injury

Status: In Good Standing Licensed: 23 Years

CONTACT

400 S Monroe St, Tallahassee, FL 32399

Bryan W Duke

Land Use & Zoning, Real Estate, Estate, Business

Status: In Good Standing

CONTACT

3501 S Blair Stone Rd, Tallahassee, FL 32301

800-923-0641

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LEGAL TERMS

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.

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.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

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.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

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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Sopchoppy Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

N. Ana Garner

Donna Blackwell Bass

Mary Ellen Davis

Frances Casey Lowe

Mary L. Hinkle

Maryalice Harris David

Mark Andrew Buckles

Craig Joseph Pohlmann

Mark Andrew Buckles

Bryan W Duke

TIPS

LEGAL TERMS

IN TERROREM

TRUST MERGER

DISCHARGE (OF PROBATE ADMINISTRATOR)

TRUSTEE

SELF-PROVING WILL

SUCCESSION

INHERITANCE TAXES

EXEMPTION 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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