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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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Adrian Middleton

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Divorce & Family Law, Accident & Injury, Estate, Criminal, Litigation

Adrian S. Middleton is an Associate in Middleton & Middleton’s Insurance and Administrative Law Divisions, where he focuses his practice on workers�... (more)

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800-978-7301

1437 Market St, Tallahassee, FL 32312

Christopher John Karpinski

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Criminal, Accident & Injury, Divorce & Family Law, Estate, Divorce

Christopher practices law in Tallahassee and the surrounding areas.

CONTACT

800-956-2760

2910 Kerry Forest Pkwy, Tallahassee, FL 32309

Jerry Lewis

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Real Estate, Credit & Debt, Wills & Probate

Jerry Lewis is a highly experienced lawyer based in Tallahassee, Florida, with a strong focus on real estate matters. With years of experience in the ... (more)

CONTACT

850-878-1298

3633 Ox Hill Ct, Tallahassee, FL 32308

Robert C. Bruner

Wills & Probate, Franchising, Business Organization, Collection

Status: In Good Standing

FREE CONSULTATION

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215 Delta Court, Tallahassee, FL 32303

Paul F Hartsfield

Animal Bite, Estate Administration, Estate Planning, Living Wills

Status: In Good Standing

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4913 North Monroe Street, Tallahassee, FL 32303

Kathryn A. Hathaway

Consumer Rights, Criminal, Foreclosure, Estate Planning, Wills & Probate

Status: In Good Standing

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115 West 4th Avenue, Tallahassee, FL 32303

Gail Raulerson Cheatwood

Social Security -- Disability, Government Agencies, Wills & Probate, Family Law

Status: In Good Standing

FREE CONSULTATION

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707 East Park Avenue, Tallahassee, FL 32301

J. Randall Frier

Family Law, Bankruptcy, Business Organization, Estate Planning

Status: In Good Standing

FREE CONSULTATION

CONTACT

1682 Metropolitan Circle, Tallahassee, FL 32308

Amy Mason Collins

Estate Administration, Gift Taxation, Estate Planning, Elder Law

Status: In Good Standing

FREE CONSULTATION

CONTACT

1709 Hermitage Blvd., Tallahassee, FL 32308

Maggie McCall Moody

Estate Planning, Family Law, Divorce, Corporate

Status: In Good Standing

CONTACT

2940 Kerry Forest Parkway, Tallahassee, FL 32309

800-923-0641

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LEGAL TERMS

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

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.

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.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

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.

SURROGATE COURT

See probate court.

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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Greensboro Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Adrian Middleton

Christopher John Karpinski

Jerry Lewis

Robert C. Bruner

Paul F Hartsfield

Kathryn A. Hathaway

Gail Raulerson Cheatwood

J. Randall Frier

Amy Mason Collins

Maggie McCall Moody

TIPS

LEGAL TERMS

HEIR APPARENT

QTIP TRUST

DOWER AND CURTESY

ALTERNATE BENEFICIARY

ANCILLARY PROBATE

TRUST DEED

RULE AGAINST PERPETUITIES

TAKING AGAINST THE WILL

SURROGATE COURT

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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