Trenton 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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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

Kyle E Petteway

Commercial Real Estate, Trusts, Business & Trade, Business

Status: In Good Standing Licensed: 29 Years

CONTACT

23349 Nw County Road, High Springs, FL 32643

Sunshine Dawn Baynard

Criminal, Divorce & Family Law, Wills & Probate, DUI-DWI

Status: In Good Standing Licensed: 20 Years

CONTACT

x, Chiefland, FL 32644

Gary David Grunder

Commercial Real Estate, Trusts, Elder Law, Business & Trade

Status: In Good Standing Licensed: 49 Years

CONTACT

23349 Nw County Road, High Springs, FL 32643

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

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

Gregory Vance Beauchamp

Commercial Real Estate, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 50 Years

CONTACT

Chiefland, FL 32644

Wayne Preston Castello

Real Estate, Trusts, Insurance

Status: In Good Standing Licensed: 54 Years

CONTACT

13611 Nw 1St Ln, Newberry, FL 32669

Darryl John Tompkins

Residential Real Estate, Commercial Real Estate, Real Estate, Estate Planning

Status: In Good Standing Licensed: 42 Years

CONTACT

Alachua, FL 32616

Ronald Wesley Stevens

Family Law, Trusts, Commercial Real Estate, Federal Appellate Practice

Status: In Good Standing Licensed: 36 Years

CONTACT

Bronson, FL 32621

800-923-0641

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LEGAL TERMS

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.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

TRUSTEE POWERS

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

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.

FAMILY POT TRUST

See pot trust.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

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).

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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Trenton Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Douglas Kent McKoy

Kyle E Petteway

Sunshine Dawn Baynard

Gary David Grunder

Kathryn Mcleod Lancaster

Sonia Rosetta Singh

Gregory Vance Beauchamp

Wayne Preston Castello

Darryl John Tompkins

Ronald Wesley Stevens

TIPS

LEGAL TERMS

PER STIRPES

FINAL BENEFICIARY

DEATH TAXES

TRUSTEE POWERS

ENDOWMENT INSURANCE

FAMILY POT TRUST

QDOT TRUST

HEIR AT LAW

GRANTOR RETAINED INCOME 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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