Altha 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

Amanda Rowland Hampel

Family Law, Estate Planning

Status: In Good Standing

CONTACT

Inlet Beach, FL 32461

Angela Nichole Warren

Estate Planning, Child Custody, Elder Law, Estate, Wills

Status: In Good Standing Licensed: 21 Years

CONTACT

1328 Jenks Ave, Panama City, FL 32401

Brian D. Leebrick

Business, Commercial Real Estate, Estate Planning, State and Local

Status: In Good Standing

CONTACT

840 W 11Th St, Panama City, FL 32401

Brian Dean Hess

Commercial Real Estate, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 38 Years

CONTACT

Panama City, FL 32417

Carlotta Appleman Thacker

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

Status: In Good Standing

CONTACT

4926 Spyglass Dr, Panama City, FL 32408

Catherine Skinner Hester

Real Estate, Litigation, Estate Planning, Business

Status: In Good Standing Licensed: 28 Years

CONTACT

558 Harrison Ave, Panama City, FL 32401

Catherine S. Hester

Real Estate, Litigation, Estate Planning, Business

Status: In Good Standing Licensed: 28 Years

CONTACT

558 Harrison Ave, Panama City, FL 32401

Charles Milton Wynn

Estate Planning, Trusts, Wills & Probate, Guardianships & Conservatorships, Reorganization

Status: In Good Standing Licensed: 47 Years

CONTACT

4436 Clinton Street, Marianna, FL 32446

Chelsea Renee Stewart

General Practice

Status: In Good Standing

CONTACT

1042 Jenks Ave, Panama City, FL 32401

Christopher D. Butler

Mediation, Estate Planning, Workers' Compensation, Family Law

Status: In Good Standing Licensed: 10 Years

CONTACT

456 E 11Th St, Panama City, FL 32401

800-923-0641

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LEGAL TERMS

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

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.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

CERTIFICATION OF TRUST

See abstract of trust.

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

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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Altha Estate Planning Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Amanda Rowland Hampel

Angela Nichole Warren

Brian D. Leebrick

Brian Dean Hess

Carlotta Appleman Thacker

Catherine Skinner Hester

Catherine S. Hester

Charles Milton Wynn

Chelsea Renee Stewart

Christopher D. Butler

TIPS

LEGAL TERMS

DISCHARGE (OF PROBATE ADMINISTRATOR)

SPRINKLING TRUST

SPENDTHRIFT TRUST

TAKING AGAINST THE WILL

STATUTORY SHARE

CERTIFICATION OF TRUST

ESTATE PLANNING

EXECUTOR

PUBLISHED WORK

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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