Saint Augustine 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

Ian Christopher Hurley

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Divorce & Family Law, Wills, Child Support, Child Custody, Adoption

Ian, a family lawyer in Jacksonville Fl, was born in Annapolis, Maryland and has called Jacksonville home for most of his life. A 2001 graduate of Flo... (more)

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800-938-8141

1542 Glengarry Rd, Jacksonville, FL 32207

Glenn Warren

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Accident & Injury, Car Accident, Personal Injury, Wrongful Death, Wills & Probate

Full service Law Firm with a primary focus of Personal Injury

Glenn Warren, AV rated Attorney, has been working in the Personal Injury arena for 26 years, and has handled thousands of auto accident injury cases. ... (more)

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CONTACT

800-732-8231

1514 Landon Avenue, Jacksonville, FL 32207

Bruce Robert Glassman

Banking & Finance, Wills & Probate, Corporate, Wills

Status: In Good Standing

FREE CONSULTATION

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11111-70 San Jose Boulevard, Jacksonville, FL 32223

Jamie V. Simons

Family Law, Wills, Divorce, Farms

Status: In Good Standing

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2950 Halcyon Lane, Jacksonville, FL 32223

Kathryn S. Robbie

Wills, Wills & Probate, Collaborative Law, Family Law

Status: In Good Standing

CONTACT

3215 Hendricks Avenue, Jacksonville, FL 32207

W. David Vaughn

Family Law, Wills & Probate, Construction, Corporate

Status: In Good Standing

CONTACT

817 North Main Street, Jacksonville, FL 32202

Brandon D. Beardsley

Construction, Wills & Probate, Family Law, Banking & Finance

Status: In Good Standing Licensed: 21 Years

CONTACT

2801 N 3rd St, Saint Augustine, FL 32084

Jaime K. Council

Wills & Probate, Trusts, Estate Planning, Guardianships & Conservatorships

Status: In Good Standing Licensed: 19 Years

CONTACT

701 Market St, Saint Augustine, FL 32095

Steven Andrew Harris

Litigation, Trusts, Civil & Human Rights, Wills

Status: In Good Standing Licensed: 49 Years

CONTACT

Saint Augustine, FL 32085

Scott Patrou

Personal Injury, Wills & Probate

Status: In Good Standing

CONTACT

6275 A1A South, Saint Augustine, FL 32080

800-923-0641

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LEGAL TERMS

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.

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.

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.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

WARRANTY DEED

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

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

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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Saint Augustine Wills & Probate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Ian Christopher Hurley

Glenn Warren

Bruce Robert Glassman

Jamie V. Simons

Kathryn S. Robbie

W. David Vaughn

Brandon D. Beardsley

Jaime K. Council

Steven Andrew Harris

Scott Patrou

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LEGAL TERMS

GENERATION-SKIPPING TRUST

RULE AGAINST PERPETUITIES

INVESTOR

PROPERTY CONTROL TRUST

WARRANTY DEED

AUGMENTED ESTATE

EXECUTOR

CONTINGENT BENEFICIARY

ABATEMENT

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

McCormick v. McCormick

In re Guardianship of Shell

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