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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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Refik W Eler

✓ VERIFIED

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

ELERLAW is a general trial practice law firm handling all family, criminal and general litigation matters in both State and Federal courts. My 30... (more)

FREE CONSULTATION

CONTACT

800-684-6410

233 E. Bay Street, Jacksonville, FL 32202

Glenn Warren

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Accident & Injury, Car Accident, Personal Injury, Wrongful Death, Wills & Probate

Full service Law Firm with a primary focus of Personal Injury

Glenn Warren, AV rated Attorney, has been working in the Personal Injury arena for 26 years, and has handled thousands of auto accident injury cases. ... (more)

FREE CONSULTATION

CONTACT

800-732-8231

1514 Landon Avenue, Jacksonville, FL 32207

David Michael Goldman

✓ VERIFIED

Estate Planning, Elder Law, Consumer Bankruptcy, Commercial Real Estate, Trusts

Florida Bar

Mr. Goldman has over 20 years of business experience. He has been involved in starting and managing technology related companies involved in distribut... (more)

FREE CONSULTATION

CONTACT

800-813-4201

4115 Hendricks Avenue, Jacksonville, FL 32207

Ian Christopher Hurley

✓ VERIFIED

Divorce & Family Law, Wills, Child Support, Child Custody, Adoption

Ian, a family lawyer in Jacksonville Fl, was born in Annapolis, Maryland and has called Jacksonville home for most of his life. A 2001 graduate of Flo... (more)

FREE CONSULTATION

CONTACT

800-938-8141

1542 Glengarry Rd, Jacksonville, FL 32207

Tina Marie Bell

General Practice

CONTACT

904-664-6008

795 Ontario St, Jacksonville, FL 32254

Christopher W Lobianco

✓ VERIFIED

Divorce & Family Law, Estate, Business, Criminal

After spending his early childhood on Long Island, New York, Mr. LoBianco moved to Hernando County, Florida with his loving parents and two younger si... (more)

FREE CONSULTATION

CONTACT

904-671-8395

6100 Greenland Road, Jacksonville, FL 32258

Marcella A. Taylor

✓ VERIFIED

Elder Law, Estate, Wills & Probate

Marcella A. Taylor found herself drawn to the legal field directly out of high school, working as a paralegal. She then pursued a law degree from Flor... (more)

CONTACT

905-714-0307

731 Duval Station Rd, Jacksonville, FL 32218

J. Richard Moore

Admiralty & Maritime, Estate Planning, Family Law, Federal Trial Practice

Status: In Good Standing

CONTACT

3127 Atlantic Boulevard, Jacksonville, FL 32207

John J. Rahaim

Social Security -- Disability, Estate Planning, Workers' Compensation, Wrongful Death, Personal Injury

Status: In Good Standing

CONTACT

4811 Beach Blvd, Jacksonville, FL 32207

Scott Burleigh

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

Status: In Good Standing

CONTACT

4981 Atlantic Blvd., Jacksonville, FL 32207

800-923-0641

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LEGAL TERMS

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.

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.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

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.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

FUNDING A TRUST

Transferring ownership of property to a trust.

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.

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.

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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Jacksonville Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Refik W Eler

Glenn Warren

David Michael Goldman

Ian Christopher Hurley

Tina Marie Bell

Christopher W Lobianco

Marcella A. Taylor

J. Richard Moore

John J. Rahaim

Scott Burleigh

TIPS

LEGAL TERMS

INVENTORY

STATUTORY SHARE

PRETERMITTED HEIR

SUMMARY PROBATE

DISCHARGE (OF PROBATE ADMINISTRATOR)

INTESTATE SUCCESSION

FUNDING A TRUST

INTESTATE

EXEMPTION TRUST

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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