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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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Bryce Curtis Krampert

Estate Planning, Business, Other

Status: In Good Standing Licensed: 9 Years

CONTACT

12724 Gran Bay Parkway West, Jacksonville, FL 32258

Donald Leonard Hile

Trusts, Gift Taxation, Estate, Business

Status: In Good Standing Licensed: 38 Years

CONTACT

830-13 A 1 A North, Ponte Vedra Beach, FL 32082

Jeffrey Reed Bankston

Lawsuit & Dispute, International, Estate Planning, Estate

Status: In Good Standing Licensed: 36 Years

CONTACT

2215 3Rd St S, Jacksonville, FL 32250

Carl Randolph Coleman

Estate, Wills & Probate, Trusts

Status: In Good Standing Licensed: 46 Years

CONTACT

10161 Centurion Pkwy, N., Jacksonville, FL 32256

Lucreita D. Becude

Commercial Real Estate, Estate Planning, Family Law, Elder Law

Status: In Good Standing Licensed: 20 Years

CONTACT

12469 Antler Hill Dr N, Jacksonville, FL 32224

Thobius Lyander Ngonyani

International, Trusts, Family Law, Bankruptcy

Status: In Good Standing Licensed: 17 Years

CONTACT

10175 Fortune Pkwy, Jacksonville, FL 32256

Patricia Hoffman Davis

Wills & Probate, Estate, Divorce & Family Law, Civil & Human Rights

Status: In Good Standing Licensed: 18 Years

CONTACT

10752 Deerwood Park Blvd, Jacksonville, FL 32256

Caroline Elizabeth Pearlmutter

International Tax, Trusts, Elder Law, Trade Associations

Status: In Good Standing Licensed: 11 Years

CONTACT

814 A1A N, Ponte Vedra Beach, FL 32082

Robert Kellen Bryant

Commercial Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

7545 Centurion Pkwy, Jacksonville, FL 32256

Thomas Michael Eross

Litigation, Trusts, Trade Associations, Business & Trade

Status: In Good Standing Licensed: 13 Years

CONTACT

10752 Deerwood Park Blvd, Jacksonville, FL 32256

800-923-0641

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LEGAL TERMS

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

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.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

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.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

WARRANTY DEED

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

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.

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.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

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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Ponte Vedra Beach Estate Lawyer, Florida, page 5

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Bryce Curtis Krampert

Donald Leonard Hile

Jeffrey Reed Bankston

Carl Randolph Coleman

Lucreita D. Becude

Thobius Lyander Ngonyani

Patricia Hoffman Davis

Caroline Elizabeth Pearlmutter

Robert Kellen Bryant

Thomas Michael Eross

TIPS

LEGAL TERMS

GROSS ESTATE

RULE AGAINST PERPETUITIES

NONPROBATE

SUCCESSION

GENERATION-SKIPPING TRUST

WARRANTY DEED

GENERATION-SKIPPING TRANSFER TAX

INVENTORY

INHERIT

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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