Neptune Beach 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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Includes: Estate Administration, Living Wills, Wills

Alphonso Hagans

Wills, Criminal, Elder Law

Status: In Good Standing Licensed: 39 Years

CONTACT

6160 Arlington Expy, Jacksonville, FL 32211

Cami Deidre Sams

Trusts, Corporate, Estate Planning, Wills

Status: In Good Standing Licensed: 17 Years

CONTACT

7957 Joshua Tree Ln, Jacksonville, FL 32256

Carl Randolph Coleman

Estate, Wills & Probate, Trusts

Status: In Good Standing Licensed: 46 Years

CONTACT

10161 Centurion Pkwy, N., Jacksonville, FL 32256

Carla Trinca-Conley

Wills, Estate Planning, Guardianships & Conservatorships, Elder Law

Status: In Good Standing Licensed: 9 Years

CONTACT

7545 Centurion Pkwy, Jacksonville, FL 32256

Christopher Michael Bauer

International Tax, Estate Planning, Wills, Tax

Status: In Good Standing

CONTACT

818 A1A N, Ponte Vedra Beach, FL 32082

David A. Drake

Employee Rights, Business & Trade, Wills, Commercial Real Estate

Status: In Good Standing Licensed: 34 Years

CONTACT

6 Fairfield Blvd, Ponte Vedra Beach, FL 32082

Gerard Edward Schloth

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 35 Years

CONTACT

2771 Monument Rd, Jacksonville, FL 32225

James Arthur Bolling

Education, Federal Trial Practice, Wills & Probate, Civil Rights

Status: In Good Standing

CONTACT

12671 Muirfield Blvd S, Jacksonville, FL 32225

Janet Lynn Drake

Real Estate, Estate, Trusts, Wills & Probate

Status: In Good Standing Licensed: 34 Years

CONTACT

Ponte Vedra Beach, FL 32004

John Mcelwee Miller

Other, Commercial Real Estate, Federal Appellate Practice, Wills & Probate

Status: In Good Standing Licensed: 39 Years

CONTACT

220 Ponte Vedra Park Dr, Ponte Vedra Beach, FL 32082

800-923-0641

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LEGAL TERMS

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

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.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

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.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

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.

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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Neptune Beach Wills & Probate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Alphonso Hagans

Cami Deidre Sams

Carl Randolph Coleman

Carla Trinca-Conley

Christopher Michael Bauer

David A. Drake

Gerard Edward Schloth

James Arthur Bolling

Janet Lynn Drake

John Mcelwee Miller

TIPS

LEGAL TERMS

HEIR AT LAW

RESIDUARY ESTATE

PER CAPITA

ENDOWMENT INSURANCE

TRUSTEE POWERS

BANKRUPTCY ESTATE

SELF-PROVING WILL

ENTITY

RULE AGAINST PERPETUITIES

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

McCormick v. McCormick

In re Guardianship of Shell

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