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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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Tina Marie Bell

General Practice

CONTACT

904-664-6008

795 Ontario St, Jacksonville, FL 32254

Refik W Eler

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Divorce & Family Law, Criminal, Estate, Accident & Injury

ELERLAW is a general trial practice law firm handling all family, criminal and general litigation matters in both State and Federal courts. My 30... (more)

FREE CONSULTATION

CONTACT

800-684-6410

233 E. Bay Street, Jacksonville, FL 32202

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)

FREE CONSULTATION

CONTACT

800-732-8231

1514 Landon Avenue, Jacksonville, FL 32207

David Michael Goldman

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Estate Planning, Elder Law, Consumer Bankruptcy, Commercial Real Estate, Trusts

Florida Bar

Mr. Goldman has over 20 years of business experience. He has been involved in starting and managing technology related companies involved in distribut... (more)

FREE CONSULTATION

CONTACT

800-813-4201

4115 Hendricks Avenue, Jacksonville, FL 32207

Marcella A. Taylor

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Elder Law, Estate, Wills & Probate

Marcella A. Taylor found herself drawn to the legal field directly out of high school, working as a paralegal. She then pursued a law degree from Flor... (more)

CONTACT

905-714-0307

731 Duval Station Rd, Jacksonville, FL 32218

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)

FREE CONSULTATION

CONTACT

800-938-8141

1542 Glengarry Rd, Jacksonville, FL 32207

W. David Vaughn

Family Law, Wills & Probate, Construction, Corporate

Status: In Good Standing

CONTACT

817 North Main Street, Jacksonville, FL 32202

Samuel L. Leprell

Commercial Leasing, Estate Planning, Business Organization

Status: In Good Standing

CONTACT

1930 San Marco Blvd., Jacksonville, FL 32207

J. Richard Moore

Admiralty & Maritime, Estate Planning, Family Law, Federal Trial Practice

Status: In Good Standing

CONTACT

3127 Atlantic Boulevard, Jacksonville, FL 32207

Kathryn S. Robbie

Wills, Wills & Probate, Collaborative Law, Family Law

Status: In Good Standing

CONTACT

3215 Hendricks Avenue, Jacksonville, FL 32207

800-923-0641

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LEGAL TERMS

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

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.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

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.'

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

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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Bryceville Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Tina Marie Bell

Refik W Eler

Glenn Warren

David Michael Goldman

Marcella A. Taylor

Ian Christopher Hurley

W. David Vaughn

Samuel L. Leprell

J. Richard Moore

Kathryn S. Robbie

TIPS

LEGAL TERMS

SPRINKLING TRUST

SUMMARY PROBATE

IN TERROREM

BANKRUPTCY ESTATE

KINDRED

DOWER AND CURTESY

PRETERMITTED HEIR

SPECIFIC BEQUEST

BYPASS 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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