Umatilla 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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2. Email
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Christopher John Shipley

✓ VERIFIED

Divorce & Family Law, Bankruptcy & Debt, Estate, Real Estate, Litigation

Shipley Law Firm & Title Company is pleased to provide the highest quality, professional legal services for clients in Lake County and throughout cent... (more)

CONTACT

800-985-9311

20110 US Highway 441, Mount Dora, FL 32757

David E. Cauthen

✓ VERIFIED

Divorce & Family Law, Family Law, Estate Planning, Child Support, Landlord-Tenant

Mr. Cauthen has been practicing family law since 1973.

CONTACT

800-706-9450

131 West Main St., Tavares, FL 32778

Brett Lewis Swigert

Mediation, Trusts, Elder Law, Corporate

Status: In Good Standing Licensed: 34 Years

CONTACT

Eustis, FL 32727

Frank T Gaylord

Estate Planning, Estate, Divorce & Family Law, Commercial Real Estate

Status: In Good Standing

CONTACT

Eustis, FL 32727

Harry Thomas Hackney

Construction, Trusts, Civil Rights, Contract

Status: In Good Standing

CONTACT

2750 Dora Ave, Tavares, FL 32778

Matthew Charles Frey

Commercial Real Estate, Trusts, Civil Rights, Credit & Debt

Status: In Good Standing

CONTACT

2750 Dora Ave, Tavares, FL 32778

Del G Potter

Trusts, Real Estate, Corporate, International Other

Status: In Good Standing

CONTACT

308 E. Fifth Avenue, Mount Dora, FL 32757

G. Edward Clement

Commercial Leasing, Trusts, Estate Planning, Banking & Finance

Status: In Good Standing

CONTACT

308 E. Fifth Avenue, Mount Dora, FL 32757

Clayton Herbert Blanchard

Corporate, Trusts, Commercial Real Estate, Contract

Status: In Good Standing Licensed: 41 Years

CONTACT

35 E Pinehurst Blvd, Eustis, FL 32726

Katherine Leigh Lewis

Estate Planning, International Tax, Elder Law, Commercial Real Estate, Business

Status: In Good Standing Licensed: 32 Years

CONTACT

33741 Overton Dr, Leesburg, FL 34788

800-923-0641

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LEGAL TERMS

CURATOR

See conservator.

NET ESTATE

The value of all property owned at death less liabilities or debts.

LIFE BENEFICIARY

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

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving 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 capita, Julie and the two grandchildren will each take a third. If, on the other hand, 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).

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

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.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

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.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

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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Umatilla Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Christopher John Shipley

David E. Cauthen

Brett Lewis Swigert

Frank T Gaylord

Harry Thomas Hackney

Matthew Charles Frey

Del G Potter

G. Edward Clement

Clayton Herbert Blanchard

Katherine Leigh Lewis

TIPS

LEGAL TERMS

CURATOR

NET ESTATE

LIFE BENEFICIARY

PER CAPITA

FAILURE OF ISSUE

QDOT TRUST

AUGMENTED ESTATE

DEATH TAXES

INVENTORY

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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