Bushnell Wills & Probate 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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Includes: Estate Administration, Living Wills, Wills

Barry M. Elkin

✓ VERIFIED

Estate, Wills, Wills & Probate

More than 40 years experience achieving clients goals. Areas of practice include estate planning, asset protection, probate and real estate and civil... (more)

CONTACT

352-799-5342

15162 Surrey Bnd, Brooksville, FL 34609

Jeffrey Skates

Business Organization, Business Successions, Corporate Governance, Estate Administration

Status: In Good Standing

CONTACT

1000 West Main Street, Leesburg, FL 34748

Frederick T. Goller

Living Wills, Estate Administration, Wills & Probate, Estate Planning

Status: In Good Standing

CONTACT

1028 Lake Sumter Landing, The Villages, FL 32162

Charles P. Vaughn

Traffic, Wills, Family Law, Criminal, Banking & Finance

Status: In Good Standing Licensed: 43 Years

CONTACT

120 N Seminole Ave, Inverness, FL 34450

Sandra H. Day

Wills & Probate, Estate, Adoption, Bankruptcy

Status: In Good Standing Licensed: 25 Years

CONTACT

Spring Hill, FL 34611

David Charles Sasser

Real Estate, Wills & Probate, Estate, Criminal

Status: In Good Standing

CONTACT

Brooksville, FL 34605

Matthew Pila

Wills, Trusts, Criminal, Civil Rights

Status: In Good Standing Licensed: 17 Years

CONTACT

629 W Jefferson St, Brooksville, FL 34601

Stephen Grover Sewell

Real Estate, Wills & Probate, Trusts, Estate

Status: Retired Licensed: 48 Years

CONTACT

Steve Sewell, Leesburg, FL 34749

Edward William Soulsby

Power of Attorney, Tax, Wills

Status: In Good Standing Licensed: 23 Years

CONTACT

541 Fieldcrest Drive, The Villages, FL 32162

Katina Helen Pantazis

Wills & Probate, Estate Planning, Estate, Elder Law, Business Organization

Status: In Good Standing Licensed: 15 Years

CONTACT

13710 North US Hwy 441, The Villages, FL 32159

800-923-0641

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LEGAL TERMS

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.

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.

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.'

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.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

After considering the Committee's proposals and reviewing the relevant legislation, we adopt all the Committee's proposals except the proposed amendment to subdivision (b) of rule 5.260. Consistent with statutory changes made by chapter 2010-132, section 3, Laws of ...

McCormick v. McCormick

... We have for review an order admitting to probate the Last Will and Testament of decedent Ferral Lee McCormick, Sr., but denying letters of administration to appellant Ferral Lee McCormick, Jr., whom the testate decedent had duly nominated as personal representative. ...

In re Guardianship of Shell

... VILLANTI, Judge. Lutheran Services Florida, Inc., the guardian of Bertha Shell, appeals from the probate court's order denying its objections to an earlier order that awarded Lutheran Services guardian's fees in an amount less than it requested. ...

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Bushnell Wills & Probate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Barry M. Elkin

Jeffrey Skates

Frederick T. Goller

Charles P. Vaughn

Sandra H. Day

David Charles Sasser

Matthew Pila

Stephen Grover Sewell

Edward William Soulsby

Katina Helen Pantazis

TIPS

LEGAL TERMS

LAPSE

TRUSTEE

PRETERMITTED HEIR

SUMMARY PROBATE

LETTERS TESTAMENTARY

INTER VIVOS TRUST

SUCCESSION

HEIR APPARENT

TRUST CORPUS

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

McCormick v. McCormick

In re Guardianship of Shell

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