Ocala Wills & Probate 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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Includes: Estate Administration, Living Wills, Wills

J. Stephen Pullum

Business Organization, Wills & Probate, Corporate, Estate Planning

Status: In Good Standing

FREE CONSULTATION

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1205 N. Meeting Tree Boulevard, Crystal River, FL 34429

Denise VanNess

Products Liability, Wills & Probate, Mesothelioma, Estate

Status: In Good Standing

FREE CONSULTATION

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1205 N. Meeting Tree Boulevard, Crystal River, FL 34429

Katherine J. Cotter

Business Organization, Family Law, Wills & Probate, Civil Rights

Status: In Good Standing

FREE CONSULTATION

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3312 West University Avenue, Gainesville, FL 32607

Aaron L. Moore

Wills, Estate Administration, Wills & Probate, Trusts

Status: In Good Standing

CONTACT

18 NW 33 Court, Gainesville, FL 32607

Thomas G. Christmann

Business Organization, Estate Administration, Estate Planning, Tax

Status: In Good Standing

CONTACT

18 NW 33 Court, Gainesville, FL 32607

Nancy T. Baldwin

Family Law, Wills & Probate, Civil Rights, Elder Law

Status: In Good Standing

FREE CONSULTATION

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309 N.E. 1st Street, Gainesville, FL 32601

Stephanie N. Mack

Family Law, Medical Malpractice, Wills & Probate, Premises Liability

Status: In Good Standing

FREE CONSULTATION

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311 North East 1st Street, Gainesville, FL 32601

Katherine L. Floyd

Estate, Wills & Probate, Estate Planning, Landlord-Tenant

Status: In Good Standing

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4545 NW 8th Avenue, Gainesville, FL 32605

Jeffrey Skates

Business Organization, Business Successions, Corporate Governance, Estate Administration

Status: In Good Standing

CONTACT

1000 West Main Street, Leesburg, FL 34748

Stephen W. Johnson

Estate Planning, Contract, Employment, Trusts, Wills

Status: In Good Standing

CONTACT

1000 West Main Street, Leesburg, FL 34748

800-923-0641

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LEGAL TERMS

FAMILY POT TRUST

See pot trust.

ADEMPTION

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she di... (more...)

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she dies. Often this happens because the property has been sold, destroyed or given away to someone other than the beneficiary named in the will. A bequest may also be adeemed when the will maker, while still living, gives the property to the intended beneficiary (called 'ademption by satisfaction'). When a bequest is adeemed, the beneficiary named in the will is out of luck; he or she doesn't get cash or a different item of property to replace the one that was described in the will. For example, Mark writes in his will, 'I leave to Rob the family vehicle,' but then trades in his car in for a jet ski. When Mark dies, Rob will receive nothing. Frustrated beneficiaries may challenge an ademption in court, especially if the property was not clearly identified in the first place.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

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

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

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.

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

After considering the Committee's proposals and reviewing the relevant legislation, we adopt all the Committee's proposals except the proposed amendment to subdivision (b) of rule 5.260. Consistent with statutory changes made by chapter 2010-132, section 3, Laws of ...

McCormick v. McCormick

... We have for review an order admitting to probate the Last Will and Testament of decedent Ferral Lee McCormick, Sr., but denying letters of administration to appellant Ferral Lee McCormick, Jr., whom the testate decedent had duly nominated as personal representative. ...

In re Guardianship of Shell

... VILLANTI, Judge. Lutheran Services Florida, Inc., the guardian of Bertha Shell, appeals from the probate court's order denying its objections to an earlier order that awarded Lutheran Services guardian's fees in an amount less than it requested. ...

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Ocala Wills & Probate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

J. Stephen Pullum

Denise VanNess

Katherine J. Cotter

Aaron L. Moore

Thomas G. Christmann

Nancy T. Baldwin

Stephanie N. Mack

Katherine L. Floyd

Jeffrey Skates

Stephen W. Johnson

TIPS

LEGAL TERMS

FAMILY POT TRUST

ADEMPTION

ABSTRACT OF TRUST

TESTAMENTARY TRUST

KINDRED

REAL ESTATE AGENT

SPECIAL ADMINISTRATOR

SWEARING MATCH

QDOT TRUST

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

McCormick v. McCormick

In re Guardianship of Shell

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