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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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Dean K Turman

Commercial Real Estate, Public Interest Law, Estate Planning, Elder Law

Status: Licensed: 37 Years

CONTACT

16249 Magnolia Creek Ln, Ferndale, FL 34756

Del G Potter

Trusts, Real Estate, Corporate, International Other

Status:

CONTACT

308 E. Fifth Avenue, Mount Dora, FL 32757

Del G. Potter

Commercial Real Estate, Foreclosure, Wills & Probate, Estate, Elder Law

Status:

CONTACT

600 Jennings Ave, Eustis, FL 32726

Dennis Roth

Commercial Real Estate, Estate, Wrongful Termination, Criminal

Status: Licensed: 14 Years

CONTACT

3581 Pigeon Ct, Lady Lake, FL 32163

Edward Leon Mann

Commercial Real Estate, Estate Planning, Estate, Elder Law

Status: Licensed: 29 Years

CONTACT

Leesburg, FL 34789

Edward William Soulsby

Power of Attorney, Tax, Wills

Status: Licensed: 24 Years

CONTACT

541 Fieldcrest Drive, The Villages, FL 32162

Eileen Martinez

Commercial Real Estate, Lawsuit & Dispute, Estate Planning, Employment

Status: Licensed: 21 Years

CONTACT

16785 Sw 50Th Cir, Ocala, FL 34473

Elizabeth Ann Kobly

Estate, Family Law, Criminal, Personal Injury

Status: Licensed: 37 Years

CONTACT

2356 Bachman Path, Lady Lake, FL 32162

Eric S. Mashburn

Wills & Probate, Trusts, Corporate, Business Organization, Commercial Real Estate

Status: Licensed: 46 Years

CONTACT

Winter Garden, FL 34777

Eric C. Millhorn

Commercial Real Estate, Estate Planning, Elder Law

Status: Licensed: 21 Years

CONTACT

11031 N Us Highway 301, Oxford, FL 34484

800-814-6700

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LEGAL TERMS

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.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

CREDIT SHELTER TRUST

See AB trust.

NET ESTATE

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

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.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

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.

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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Leesburg Estate Lawyer, Florida, page 6

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Dean K Turman

Del G Potter

Del G. Potter

Dennis Roth

Edward Leon Mann

Edward William Soulsby

Eileen Martinez

Elizabeth Ann Kobly

Eric S. Mashburn

Eric C. Millhorn

TIPS

LEGAL TERMS

RULE AGAINST PERPETUITIES

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

CREDIT SHELTER TRUST

NET ESTATE

TRUSTEE

SPECIAL ADMINISTRATOR

BENEFICIARY

ABATEMENT

POWER OF APPOINTMENT

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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