Telogia 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

Kathryn A. Hathaway

Consumer Rights, Criminal, Foreclosure, Estate Planning, Wills & Probate

Status: In Good Standing

CONTACT

115 West 4th Avenue, Tallahassee, FL 32303

Paul F Hartsfield

Animal Bite, Estate Administration, Estate Planning, Living Wills

Status: In Good Standing

CONTACT

4913 North Monroe Street, Tallahassee, FL 32303

J. Randall Frier

Family Law, Bankruptcy, Business Organization, Estate Planning

Status: In Good Standing

FREE CONSULTATION

CONTACT

1682 Metropolitan Circle, Tallahassee, FL 32308

Amy Mason Collins

Estate Administration, Gift Taxation, Estate Planning, Elder Law

Status: In Good Standing

FREE CONSULTATION

CONTACT

1709 Hermitage Blvd., Tallahassee, FL 32308

Jack Abelard Harnett

Other, Commercial Real Estate, Federal Appellate Practice, Estate Planning

Status: In Good Standing Licensed: 62 Years

CONTACT

Quincy, FL 32353

Glenn F. Lang

General Practice

Status: In Good Standing Licensed: 38 Years

CONTACT

1122 Linwood Drive, Tallahassee, FL 32304

Glenn F. Lang

General Practice

Status: In Good Standing Licensed: 38 Years

CONTACT

1122 Linwood Drive, Tallahassee, FL 32304

Charles Timothy Wallace

Tax, International Tax, International, Gift Taxation

Status: In Good Standing Licensed: 33 Years

CONTACT

3992 Gaffney Loop, Tallahassee, FL 32303

Charles T. Wallace

Tax, International Tax, International, Gift Taxation

Status: In Good Standing Licensed: 33 Years

CONTACT

3992 Gaffney Loop, Tallahassee, FL 32303

Dustin N Dailey

Commercial Real Estate, Estate Planning, State and Local

Status: In Good Standing Licensed: 17 Years

CONTACT

222 S Copeland St, Tallahassee, FL 32306

800-923-0641

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LEGAL TERMS

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

TITLE COMPANY

A company that issues title insurance.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

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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Telogia Estate Planning Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Kathryn A. Hathaway

Paul F Hartsfield

J. Randall Frier

Amy Mason Collins

Jack Abelard Harnett

Glenn F. Lang

Glenn F. Lang

Charles Timothy Wallace

Charles T. Wallace

Dustin N Dailey

TIPS

LEGAL TERMS

PER STIRPES

TITLE COMPANY

ADMINISTRATION (OF AN ESTATE)

INCOMPETENCE

BANKRUPTCY ESTATE

REAL ESTATE AGENT

FINAL BENEFICIARY

TRUST MERGER

BENEFICIARY

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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