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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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Mark Jackson Feather

Estate, Criminal, Accident & Injury

Status: In Good Standing

CONTACT

Trenton, FL 32693

Douglas Kent McKoy

Commercial Real Estate, Land Use & Zoning, State and Local, Estate Planning

Status: In Good Standing Licensed: 12 Years

CONTACT

302 N Main St, Trenton, FL 32693

Risa Jane Wray

Wills & Probate

Status: In Good Standing Licensed: 36 Years

CONTACT

101 Ne Ginnie Springs Rd, High Springs, FL 32643

Connie Clark Pierce

Estate, Divorce & Family Law, Business Organization, Real Estate, Land Use & Zoning

Status: In Good Standing Licensed: 27 Years

CONTACT

17551 NW HY 19, Fanning Springs, FL 32693

Natasha Munkittrick Allen

Other, Estate, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 8 Years

CONTACT

8650 Nw 172Nd Ln, Trenton, FL 32693

Kyle E Petteway

Commercial Real Estate, Trusts, Business & Trade, Business

Status: In Good Standing Licensed: 29 Years

CONTACT

23349 Nw County Road, High Springs, FL 32643

Dennis Vernon Nymark

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 61 Years

CONTACT

27910 Nw 46Th Ave, Newberry, FL 32669

Giannina Margaret Bradley

General Practice

Status: In Good Standing Licensed: 22 Years

CONTACT

25836 Nw 166Th Ave, High Springs, FL 32643

Giannina Margaret Bradley

General Practice

Status: In Good Standing Licensed: 22 Years

CONTACT

25836 Nw 166Th Ave, High Springs, FL 32643

Amanda Leigh Cangelosi

Estate, Residential Real Estate, Limited Liability Companies, Real Estate

Status: In Good Standing Licensed: 24 Years

CONTACT

23349 N.W. County Road 236, High Springs, FL 32643

800-923-0641

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LEGAL TERMS

MARITAL LIFE ESTATE TRUST

See AB trust.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

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.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

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.

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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Bell Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Mark Jackson Feather

Douglas Kent McKoy

Risa Jane Wray

Connie Clark Pierce

Natasha Munkittrick Allen

Kyle E Petteway

Dennis Vernon Nymark

Giannina Margaret Bradley

Giannina Margaret Bradley

Amanda Leigh Cangelosi

TIPS

LEGAL TERMS

MARITAL LIFE ESTATE TRUST

QDOT TRUST

INTESTATE SUCCESSION

QTIP TRUST

TRUSTEE

SUCCESSOR TRUSTEE

SURVIVING SPOUSE'S TRUST

EXEMPTION TRUST

GENERATION-SKIPPING TRUST

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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