Milton 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

J. Paul Fitzgerald

Bankruptcy, Estate Planning, Foreclosure

Status: In Good Standing

CONTACT

6839 Caroline Street, Milton, FL 32570

Gerald L Brown

Banking & Finance, Corporate, Estate Planning, Wills & Probate

Status: In Good Standing

CONTACT

P.O. Drawer 1271, Pensacola, FL 32591

Phillip A. Pugh

Wills & Probate, Estate Planning, Corporate, Business Organization

Status: In Good Standing

CONTACT

P.O. Drawer 1271, Pensacola, FL 32591

Alan Sheppard

Estate Planning, Wills & Probate, Real Estate

Status: In Good Standing

CONTACT

P.O. Drawer 1271, Pensacola, FL 32591

Steven J. Baker

Estate Planning, Family Law, Insurance, Personal Injury

Status: In Good Standing

FREE CONSULTATION

CONTACT

15 West La Rua Street, Pensacola, FL 32501

Daniel M. Ewert

Real Estate, Litigation, Estate Planning, Family Law

Status: In Good Standing

CONTACT

220 West Garden Street, Pensacola, FL 32502

Sarah Dyrda Crane

Wills & Probate, Estate Planning, Corporate, Business Organization

Status: In Good Standing

CONTACT

220 West Garden Street, Pensacola, FL 32502

J. Mark Fisher

Wills & Probate, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

181 Eglin Pkwy, NE, Fort Walton Beach, FL 32548

Gary B. Leuchtman

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

Status: In Good Standing Licensed: 42 Years

CONTACT

921 N Palafox St, Pensacola, FL 32501

Patrick G Emmanuel

Estate Planning, Contract, Business Organization, Banking & Finance

Status: In Good Standing Licensed: 78 Years

CONTACT

Pensacola, FL 32591

800-923-0641

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LEGAL TERMS

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

LIFE BENEFICIARY

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

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

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.

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.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

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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Milton Estate Planning Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

J. Paul Fitzgerald

Gerald L Brown

Phillip A. Pugh

Alan Sheppard

Steven J. Baker

Daniel M. Ewert

Sarah Dyrda Crane

J. Mark Fisher

Gary B. Leuchtman

Patrick G Emmanuel

TIPS

LEGAL TERMS

REMAINDERMAN

LIFE BENEFICIARY

EXEMPTION TRUST

REAL ESTATE AGENT

INHERIT

SUCCESSOR TRUSTEE

DISTRIBUTEE

QTIP TRUST

WARRANTY DEED

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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