Milton 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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Includes: Gift Taxation

Richard H. Powell

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

Status: In Good Standing

CONTACT

92 Eglin Parkway NE, Fort Walton Beach, FL 32549

J. Mark Fisher

Wills & Probate, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

181 Eglin Pkwy, NE, Fort Walton Beach, FL 32548

J. Paul Fitzgerald

Bankruptcy, Estate Planning, Foreclosure

Status: In Good Standing

CONTACT

6839 Caroline Street, Milton, FL 32570

Phillip A. Pugh

Wills & Probate, Estate Planning, Corporate, Business Organization

Status: In Good Standing

CONTACT

P.O. Drawer 1271, Pensacola, FL 32591

Gerald L Brown

Banking & Finance, Corporate, Estate Planning, Wills & Probate

Status: In Good Standing

CONTACT

P.O. Drawer 1271, Pensacola, FL 32591

Daniel M. Ewert

Real Estate, Litigation, Estate Planning, Family Law

Status: In Good Standing

CONTACT

220 West Garden Street, Pensacola, FL 32502

Alan Sheppard

Estate Planning, Wills & Probate, Real Estate

Status: In Good Standing

CONTACT

P.O. Drawer 1271, Pensacola, FL 32591

Sarah Dyrda Crane

Wills & Probate, Estate Planning, Corporate, Business Organization

Status: In Good Standing

CONTACT

220 West Garden Street, Pensacola, FL 32502

Steven J. Baker

Estate Planning, Family Law, Insurance, Personal Injury

Status: In Good Standing

FREE CONSULTATION

CONTACT

15 West La Rua Street, Pensacola, FL 32501

G. Stephen Lowery

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 19 Years

CONTACT

Bagdad, FL 32530

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.

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.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

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.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

CERTIFICATION OF TRUST

See abstract of 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.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

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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Milton Estate Planning Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Richard H. Powell

J. Mark Fisher

J. Paul Fitzgerald

Phillip A. Pugh

Gerald L Brown

Daniel M. Ewert

Alan Sheppard

Sarah Dyrda Crane

Steven J. Baker

G. Stephen Lowery

TIPS

LEGAL TERMS

TAKING AGAINST THE WILL

ALTERNATE BENEFICIARY

RESIDUARY BENEFICIARY

SWEARING MATCH

SURVIVING SPOUSE'S TRUST

WARRANTY DEED

CERTIFICATION OF TRUST

INTESTATE

PROBATE COURT

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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