Bay County, FL Estate Lawyers

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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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Pamela Dru Sutton

Accident & Injury, Criminal, Divorce & Family Law, Estate, Elder Law

Status: In Good Standing Licensed: 46 Years

CONTACT

116 E 4th St., Panama City, FL 32401

Max Worrel Mccord

Litigation, Estate, Guardianships & Conservatorships, Elder Law

Status: In Good Standing Licensed: 18 Years

CONTACT

105 W 5Th St, Panama City, FL 32401

Joy Marler Masters

Trusts, Business & Trade, Commercial Real Estate, Business, Estate Planning

Status: In Good Standing

CONTACT

Panama City, FL 32402

Scott Brian Barloga

Commercial Real Estate, International Tax, Estate Planning, Estate

Status: In Good Standing Licensed: 30 Years

CONTACT

Panama City, FL 32402

Joseph Silva

Real Estate, Estate, Housing & Construction Defects, Business, Accident & Injury

Status: In Good Standing Licensed: 24 Years

CONTACT

103 W 5Th St, Panama City, FL 32401

Laura Collins Pyne

Commercial Real Estate, International Tax, Trusts, Estate Planning

Status: In Good Standing Licensed: 16 Years

CONTACT

Panama City, FL 32406

James Robert Hughes

Real Estate, Land Use & Zoning, Estate Planning

Status: In Good Standing

CONTACT

220 McKenzie Ave, Panama City, FL 32402

Roland Walter Kiehn

Land Use & Zoning, Business, Commercial Real Estate, Estate Planning

Status: In Good Standing

CONTACT

220 McKenzie Ave, Panama City, FL 32402

Catherine S. Hester

Real Estate, Litigation, Estate Planning, Business

Status: In Good Standing Licensed: 28 Years

CONTACT

558 Harrison Ave, Panama City, FL 32401

Edward Augustus Hutchison

Commercial Real Estate, Estate Planning, Estate, Business

Status: In Good Standing

CONTACT

221 Mckenzie Ave, Panama City, FL 32401

800-923-0641

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LEGAL TERMS

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.

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.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

MARITAL LIFE ESTATE TRUST

See AB trust.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

FAMILY POT TRUST

See pot 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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Bay County, FL Estate Lawyers

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Pamela Dru Sutton

Max Worrel Mccord

Joy Marler Masters

Scott Brian Barloga

Joseph Silva

Laura Collins Pyne

James Robert Hughes

Roland Walter Kiehn

Catherine S. Hester

Edward Augustus Hutchison

TIPS

LEGAL TERMS

QDOT TRUST

HOLOGRAPHIC WILL

BANKRUPTCY ESTATE

RULE AGAINST PERPETUITIES

SPENDTHRIFT TRUST

MARITAL LIFE ESTATE TRUST

INHERIT

POWER OF APPOINTMENT

FAMILY POT 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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