Palm Coast 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

Jeffrey P. Brock

Real Estate, Wills & Probate, Estate, Business

Status: In Good Standing

CONTACT

444 Seabreeze Boulevard, Daytona Beach, FL 32118

William E. Loucks

Banking & Finance, Commercial Real Estate, Wills & Probate, Trusts

Status: In Good Standing

CONTACT

444 Seabreeze Boulevard, Daytona Beach, FL 32118

Beverly Allen Morris

Wills, Trusts

Status: In Good Standing Licensed: 44 Years

CONTACT

2945 N Ocean Shore Blvd, Flagler Beach, FL 32136

Lisa L. Ledbetter

Estate, Trusts, Real Estate, Wills & Probate

Status: In Good Standing Licensed: 17 Years

FREE CONSULTATION

CONTACT

1439 N. Hwy. U.S. 1, Ormond Beach, FL 32174

Rebecca M Becker

Government Agencies, Wills & Probate, Corporate, Banking & Finance

Status: In Good Standing Licensed: 46 Years

CONTACT

57 Nicholas Ct, Ormond Beach, FL 32176

David L. Ferguson

Wills, Wills & Probate, Collaborative Law, Family Law

Status: In Good Standing Licensed: 42 Years

CONTACT

10 Vining Ct, Ormond Beach, FL 32176

Sharon Brooks Logan

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

Ormond Beach, FL 32175

Arthur Allen Simpson

Land Use & Zoning, Construction, International, Wills

Status: In Good Standing Licensed: 23 Years

CONTACT

240 S Atlantic Ave, Ormond Beach, FL 32176

Scott Patrou

Personal Injury, Wills & Probate

Status: In Good Standing

CONTACT

6275 A1A South, Saint Augustine, FL 32080

Nicholas A George

Real Estate, Trusts, Wills & Probate

Status: In Good Standing Licensed: 64 Years

CONTACT

500 N Oleander Ave, Daytona Beach, FL 32118

800-923-0641

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LEGAL TERMS

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

TRUSTEE POWERS

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

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

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.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

CREDIT SHELTER TRUST

See AB trust.

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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Palm Coast Wills & Probate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Jeffrey P. Brock

William E. Loucks

Beverly Allen Morris

Lisa L. Ledbetter

Rebecca M Becker

David L. Ferguson

Sharon Brooks Logan

Arthur Allen Simpson

Scott Patrou

Nicholas A George

TIPS

LEGAL TERMS

GENERATION-SKIPPING TRANSFER TAX

TRUSTEE POWERS

INVESTOR

REMAINDERMAN

CERTIFIED COPY

SUCCESSION

ALTERNATE BENEFICIARY

KINDRED

CREDIT SHELTER TRUST

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

McCormick v. McCormick

In re Guardianship of Shell

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