Panama City Estate Planning 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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Includes: Gift Taxation

Fiona Eleanor DeSpain

Family Law, Wills & Probate, Child Support, Estate Planning

Status: In Good Standing

CONTACT

1250 Circle Drive, Defuniak Springs, FL 32435

Kristi Miller Novonglosky

Lawsuit & Dispute, Estate Planning, Family Law, Business

Status: In Good Standing Licensed: 25 Years

CONTACT

Chipley, FL 32428

David Walker Green

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

Status: In Good Standing Licensed: 43 Years

CONTACT

571 E Nelson Ave, Defuniak Springs, FL 32433

William Howard Green

Other, Commercial Real Estate, Federal Appellate Practice, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

664 Baldwin Ave, Defuniak Springs, FL 32435

Nathan R. Cordle

Real Estate, Estate Planning, Insurance, Business & Trade, Corporate

Status: In Good Standing Licensed: 9 Years

CONTACT

495 Grand Blvd, Destin, FL 32550

Terrence H. Thorgaard

Estate Planning, Family Medical Leave Act (FMLA), Contract, Administrative Law, Medical Malpractice

Status: In Good Standing Licensed: 48 Years

CONTACT

51 Cross Creek Circle, Freeport, FL 32439

William Gerald Hamm

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 32 Years

CONTACT

13123 E Emerald Coast Pkwy, Inlet Beach, FL 32461

Amanda Rowland Hampel

Family Law, Estate Planning

Status: In Good Standing

CONTACT

Inlet Beach, FL 32461

Levin Ford Bracken

Real Estate Other, Landlord-Tenant, Litigation, Estate Planning, Corporate

Status: In Good Standing Licensed: 19 Years

CONTACT

12273 US Highway 98 W, Miramar Beach, FL 32550

Scot Benjamin Copeland

Commercial Real Estate, Real Estate, Federal Trial Practice, Estate Planning

Status: In Good Standing Licensed: 26 Years

CONTACT

195 Grand Blvd, Miramar Beach, FL 32550

800-923-0641

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LEGAL TERMS

FUNDING A TRUST

Transferring ownership of property to a trust.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

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.'

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.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

TITLE COMPANY

A company that issues title insurance.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

SURROGATE COURT

See probate court.

SAMPLE LEGAL CASES

Brundage v. Bank of America

... disputed transfers from the trust. Dorothy Gutsgell and her husband, who had no children of their own, executed a series of estate planning documents, using the law firm of Ruden McClosky for their planning. In 1992 Dorothy, as ...

Yang Enterprises, Inc. v. Georgalis

... Petitioners filed suit against Respondent for trade secret theft, tortious interference with a business relationship, and trade libel. In 1999, Petitioners retained Anthony Palma, an attorney in Broad and Cassel's Orlando office, for estate planning services. ...

Wheeler v. Powers

... In 2000, Dorothy L. Powers and her husband, Albert Powers, retained Kenneth B. Wheeler, an estates and trust attorney, to prepare estate planning documents. ... [1]. On December 20, 2004, Dorothy created several new estate planning documents through a different attorney. ...

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Panama City Estate Planning Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Fiona Eleanor DeSpain

Kristi Miller Novonglosky

David Walker Green

William Howard Green

Nathan R. Cordle

Terrence H. Thorgaard

William Gerald Hamm

Amanda Rowland Hampel

Levin Ford Bracken

Scot Benjamin Copeland

TIPS

LEGAL TERMS

FUNDING A TRUST

GRANTOR

ABSTRACT OF TRUST

PER STIRPES

OFFICER

BYPASS TRUST

TITLE COMPANY

ENTITY

SURROGATE COURT

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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