Eastlake Weir Estate 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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Frederick T. Goller

Living Wills, Estate Administration, Wills & Probate, Estate Planning

Status: In Good Standing

CONTACT

1028 Lake Sumter Landing, The Villages, FL 32162

Louis M Rockman

Real Estate, Estate, Business

Status: In Good Standing Licensed: 51 Years

CONTACT

13017 Se 97Th Terrace Rd, Summerfield, FL 34491

Thomas N Wells

International Tax, Federal Trial Practice, Wills & Probate, Family Law

Status: In Good Standing Licensed: 53 Years

CONTACT

13710 N Us Highway 441, Lady Lake, FL 32159

Katina Helen Pantazis

Wills & Probate, Estate Planning, Estate, Elder Law, Business Organization

Status: In Good Standing Licensed: 15 Years

CONTACT

13710 North US Hwy 441, The Villages, FL 32159

Michael Don Millhorn

Commercial Real Estate, Estate Planning, Guardianships & Conservatorships, Elder Law

Status: In Good Standing Licensed: 44 Years

CONTACT

13696 N Us Highway 441, Lady Lake, FL 32159

Ronald A Jones

Power of Attorney, Real Estate, Wills & Probate, Trusts

Status: In Good Standing Licensed: 28 Years

CONTACT

15600 S Us Highway 441, Summerfield, FL 34491

Stephen Joseph Press

Wills & Probate, Family Law, Elder Law, Business Organization

Status: In Good Standing Licensed: 53 Years

CONTACT

1337 Augustine Dr, Lady Lake, FL 32159

Steve Brower

Gift Taxation, Tax

Status: Inactive Licensed: 48 Years

CONTACT

11985 Se 91St Circle, Summerfield, FL 34491

Marla Mudano

Trusts, Business

Status: In Good Standing Licensed: 42 Years

CONTACT

9517 Se 173Rd Pl, Summerfield, FL 34491

Michelle A Goff

Trusts, Estate, Business, Property Damage

Status: In Good Standing Licensed: 26 Years

CONTACT

16770 S Us Highway 441, Summerfield, FL 34491

800-923-0641

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LEGAL TERMS

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

KINDRED

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

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.

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.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

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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Eastlake Weir Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Frederick T. Goller

Louis M Rockman

Thomas N Wells

Katina Helen Pantazis

Michael Don Millhorn

Ronald A Jones

Stephen Joseph Press

Steve Brower

Marla Mudano

Michelle A Goff

TIPS

LEGAL TERMS

GROSS ESTATE

POUR-OVER WILL

KINDRED

QDOT TRUST

STATUTORY SHARE

BANKRUPTCY ESTATE

DOWER AND CURTESY

RESIDUARY ESTATE

INVENTORY

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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