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
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2. Email
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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

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

Amelia M Hallenberg

Commercial Real Estate, Real Estate, Estate Planning, State and Local

Status: In Good Standing Licensed: 15 Years

CONTACT

6757 Us Highway 98 W, Santa Rosa Beach, FL 32459

Amelia Hallenberg Beard

Commercial Real Estate, State and Local, Estate Planning, Business

Status: In Good Standing Licensed: 15 Years

CONTACT

6757 Us Highway 98 W, Santa Rosa Beach, FL 32459

Amelia May Hallenberg

Commercial Real Estate, Real Estate, Estate Planning, State and Local

Status: In Good Standing Licensed: 15 Years

CONTACT

6757 Us Highway 98 W, Santa Rosa Beach, FL 32459

Ashley C Puro

Commercial Real Estate, Estate Planning, Family Law, Criminal

Status: In Good Standing Licensed: 11 Years

CONTACT

3999 Commons Dr W, Destin, FL 32541

Bret Allen Moore

Estate, Trusts, Estate Planning, Wills & Probate

Status: In Good Standing Licensed: 39 Years

CONTACT

Niceville, FL 32588

Brian A. Montague

Corporate, Estate Planning, Construction, Trademark

Status: In Good Standing

CONTACT

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

Brian Sanders

Commercial Real Estate, Estate Planning, Civil & Human Rights

Status: In Good Standing Licensed: 61 Years

CONTACT

1000 Regatta Dr, Niceville, FL 32578

Bruton M Campbell-Work

Commercial Real Estate, Estate Planning, Business, Medical Malpractice

Status: In Good Standing

CONTACT

4100 Legendary Dr, Destin, FL 32541

800-923-0641

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LEGAL TERMS

WARRANTY DEED

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

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.

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.

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.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

TITLE COMPANY

A company that issues title insurance.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

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

Alison Etheredge Hand

Amelia M Hallenberg

Amelia Hallenberg Beard

Amelia May Hallenberg

Ashley C Puro

Bret Allen Moore

Brian A. Montague

Brian Sanders

Bruton M Campbell-Work

TIPS

LEGAL TERMS

WARRANTY DEED

ALTERNATE BENEFICIARY

ABATEMENT

CERTIFIED COPY

ABSTRACT OF TRUST

ENDOWMENT INSURANCE

TITLE COMPANY

LAPSE

POUR-OVER WILL

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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