Groveland Wills & Probate 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: Estate Administration, Living Wills, Wills

Kelly M Forst

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Estate, Wills & Probate, Divorce

Kelly Forst has been an attorney in New York since 2000. Since that time, she has helped hundreds of clients navigate their separations and marriage d... (more)

CONTACT

407-566-9080

800 Celebration Avenue, Celebration, FL 34747

Wade Boyette

Foreclosure, Real Estate, Wills & Probate, Bankruptcy & Debt

Status: In Good Standing

FREE CONSULTATION

CONTACT

1635 East Highway 50, Clermont, FL 34711

Jeffrey Skates

Business Organization, Business Successions, Corporate Governance, Estate Administration

Status: In Good Standing

CONTACT

1000 West Main Street, Leesburg, FL 34748

Justin M Brick

Wills & Probate, Divorce & Family Law, Bankruptcy, Slip & Fall Accident, Accident & Injury

Status: In Good Standing Licensed: 12 Years

CONTACT

P.O. Box 121570, Clermont, FL 34712

Norman C. Cummins

Real Estate, Wills & Probate, Estate Planning, Estate

Status: In Good Standing

FREE CONSULTATION

CONTACT

1635 East Highway 50, Clermont, FL 34711

Norman C. Cummins

Real Estate, Wills & Probate, Estate Planning, Estate

Status: In Good Standing

CONTACT

1635 E Highway 50, Clermont, FL 34711

Sandra F Cornwall

Wills, Trusts, Family Law, Personal Injury

Status: In Good Standing Licensed: 15 Years

CONTACT

Clermont, FL 34712

Stephen deHart Schwarz

Wills, Trusts, Guardianships & Conservatorships

Status: In Good Standing Licensed: 27 Years

CONTACT

15446 Heron Hideaway Cir, Winter Garden, FL 34787

Stephen Deh. Schwarz

Trusts, Guardianships & Conservatorships, Wills

Status: In Good Standing

CONTACT

15446 Heron Hideaway Cir, Winter Garden, FL 34787

Stephen Dehart Schwarz

Trusts, Guardianships & Conservatorships, Wills

Status: In Good Standing

CONTACT

15446 Heron Hideaway Cir, Winter Garden, FL 34787

800-923-0641

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LEGAL TERMS

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.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

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.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

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.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

GRANTOR

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

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

After considering the Committee's proposals and reviewing the relevant legislation, we adopt all the Committee's proposals except the proposed amendment to subdivision (b) of rule 5.260. Consistent with statutory changes made by chapter 2010-132, section 3, Laws of ...

McCormick v. McCormick

... We have for review an order admitting to probate the Last Will and Testament of decedent Ferral Lee McCormick, Sr., but denying letters of administration to appellant Ferral Lee McCormick, Jr., whom the testate decedent had duly nominated as personal representative. ...

In re Guardianship of Shell

... VILLANTI, Judge. Lutheran Services Florida, Inc., the guardian of Bertha Shell, appeals from the probate court's order denying its objections to an earlier order that awarded Lutheran Services guardian's fees in an amount less than it requested. ...

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Groveland Wills & Probate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Kelly M Forst

Wade Boyette

Jeffrey Skates

Justin M Brick

Norman C. Cummins

Norman C. Cummins

Sandra F Cornwall

Stephen deHart Schwarz

Stephen Deh. Schwarz

Stephen Dehart Schwarz

TIPS

LEGAL TERMS

TAKING AGAINST THE WILL

AB TRUST

SPENDTHRIFT TRUST

SURVIVING SPOUSE'S TRUST

ANCILLARY PROBATE

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

TRUST CORPUS

GRANTOR

INTESTATE

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

McCormick v. McCormick

In re Guardianship of Shell

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