Okaloosa County, FL Estate Lawyers

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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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Byron E. Cotton

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Criminal, Wills & Probate, Felony, DUI-DWI, Misdemeanor

The law firm of Cotton & Gates, Attorneys at Law, has provided high-quality service and representation to people in Okaloosa County and Northwest Flor... (more)

FREE CONSULTATION

CONTACT

800-938-5401

3 Plew Avenue, Shalimar, FL 32579

John Allen Madden

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Divorce & Family Law, Criminal, Divorce, Estate, Power of Attorney

Prior to joining the Law Offices of James C. Campbell, P.A., John Madden, a Shalimar native, was an Assistant State Attorney in the First Judicial Cir... (more)

CONTACT

800-982-7230

4 11th Ave, Shalimar, FL 32579

Tonya Holman

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Divorce & Family Law, Military, Estate, Bankruptcy & Debt

Your family’s best interest is my main focus. I will listen and provide creative, effective solutions to reach your goals. Tonya Holman is the A... (more)

CONTACT

850-609-3100

906 D Mar Walt Drive, Fort Walton Beach, FL 32547

Parker Bentley Smith

Transportation & Shipping, Wills & Probate, Family Law, Medical Malpractice

Status: In Good Standing

FREE CONSULTATION

CONTACT

1219 Airport Road, Destin, FL 32541

J. Mark Fisher

Wills & Probate, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

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

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

Michael R. Gates

Construction, Wills & Probate, Family Law, Bad Faith Insurance

Status: In Good Standing

CONTACT

3 Plew Avenue, Shalimar, FL 32579

Daniel C. Perri

Tax, Wills & Probate, Trusts, Estate

Status: In Good Standing

CONTACT

4 Eleventh Ave., Shalimar, FL 32579

Richard Scott Johnson

Real Estate, Business, Lawsuit & Dispute, Estate, Bankruptcy & Debt

Status: In Good Standing Licensed: 30 Years

FREE CONSULTATION

CONTACT

107 Partin Dr N, Niceville, FL 32578

Steven E. Shelton

Divorce & Family Law, Estate, Criminal, Business

Status: In Good Standing

CONTACT

171 Eglin Pkwy NE, Fort Walton Beach, FL 32548

800-923-0641

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LEGAL TERMS

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.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

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.

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.

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

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.

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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Okaloosa County, FL Estate Lawyers

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Byron E. Cotton

John Allen Madden

Tonya Holman

Parker Bentley Smith

J. Mark Fisher

Richard H. Powell

Michael R. Gates

Daniel C. Perri

Richard Scott Johnson

Steven E. Shelton

TIPS

LEGAL TERMS

INTESTATE SUCCESSION

INTER VIVOS TRUST

BYPASS TRUST

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

ALTERNATE BENEFICIARY

ANCILLARY PROBATE

ADMINISTRATRIX

PROBATE

TRUST DEED

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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