Santa Rosa Beach Estate Planning 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
1. Contact
2. Email
3. Refer
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Includes: Gift Taxation

Fiona Eleanor DeSpain

Family Law, Wills & Probate, Child Support, Estate Planning

Status: In Good Standing

CONTACT

1250 Circle Drive, Defuniak Springs, FL 32435

Daniel Scott Frankfurt

Commercial Real Estate, Estate Planning, Business & Trade

Status: In Good Standing Licensed: 22 Years

CONTACT

Santa Rosa Beach, FL 32459

David Harper Milam

Commercial Real Estate, Real Estate, Estate Planning, Business

Status: In Good Standing

CONTACT

2063 S County Highway, Santa Rosa Beach, FL 32459

Svetlana Hillis

Timeshare, Estate Planning, Business, Contract

Status: In Good Standing Licensed: 8 Years

CONTACT

2063 S County Highway, Santa Rosa Beach, FL 32459

Alison Etheredge Hand

Estate Planning, Workers' Compensation, Business & Trade, Personal Injury

Status: In Good Standing Licensed: 25 Years

CONTACT

111 N County Highway, Santa Rosa Beach, FL 32459

Robert Lee Kauffman

Land Use & Zoning, Lawsuit & Dispute, Estate Planning, Business

Status: In Good Standing Licensed: 15 Years

CONTACT

2063 S County Highway, Santa Rosa Beach, FL 32459

Michael Stewart Nelson

Tax, Wills, Gift Taxation

Status: Inactive Licensed: 22 Years

CONTACT

25 S Wildflower Dr, Santa Rosa Beach, FL 32459

Susan Powell Rushing

Commercial Real Estate, Real Estate, Estate Planning, Business

Status: In Good Standing Licensed: 22 Years

CONTACT

1394 County Highway 283 S, Santa Rosa Beach, FL 32459

Brian A. Montague

Corporate, Estate Planning, Construction, Trademark

Status: In Good Standing

CONTACT

24700 Us Highway 331 S, Santa Rosa Beach, FL 32459

James Hines Johnson

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

Status: In Good Standing Licensed: 18 Years

CONTACT

181 Sugar Sand Ln, Santa Rosa Beach, FL 32459

800-923-0641

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LEGAL TERMS

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

CERTIFICATION OF TRUST

See abstract of trust.

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.

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.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

SAMPLE LEGAL CASES

Brundage v. Bank of America

... disputed transfers from the trust. Dorothy Gutsgell and her husband, who had no children of their own, executed a series of estate planning documents, using the law firm of Ruden McClosky for their planning. In 1992 Dorothy, as ...

Yang Enterprises, Inc. v. Georgalis

... Petitioners filed suit against Respondent for trade secret theft, tortious interference with a business relationship, and trade libel. In 1999, Petitioners retained Anthony Palma, an attorney in Broad and Cassel's Orlando office, for estate planning services. ...

Wheeler v. Powers

... In 2000, Dorothy L. Powers and her husband, Albert Powers, retained Kenneth B. Wheeler, an estates and trust attorney, to prepare estate planning documents. ... [1]. On December 20, 2004, Dorothy created several new estate planning documents through a different attorney. ...

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Santa Rosa Beach Estate Planning Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Fiona Eleanor DeSpain

Daniel Scott Frankfurt

David Harper Milam

Svetlana Hillis

Alison Etheredge Hand

Robert Lee Kauffman

Michael Stewart Nelson

Susan Powell Rushing

Brian A. Montague

James Hines Johnson

TIPS

LEGAL TERMS

INTESTATE

PREDECEASED SPOUSE

PRETERMITTED HEIR

CERTIFICATION OF TRUST

RULE AGAINST PERPETUITIES

PROBATE

PERSONAL PROPERTY

QTIP TRUST

PUBLIC ADMINISTRATOR

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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