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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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Bradley George Johnson

Trusts, Medical Malpractice, Family Law, Federal Appellate Practice, Criminal

Status: In Good Standing Licensed: 23 Years

CONTACT

Milton, FL 32572

Bruce Arthur McDonald

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

707 E Cervantes St, Pensacola, FL 32501

Catherine Lee Henderson

Estate Planning, Business & Trade, Commercial Real Estate, Trusts

Status: In Good Standing

CONTACT

909 Mar Walt Dr, Fort Walton Beach, FL 32547

David Graham Vest

General Practice

Status: Inactive Licensed: 43 Years

CONTACT

615 Bayshore Dr, Pensacola, FL 32507

Evangalos Peter Geeker

International Tax, Trusts, Business, Commercial Real Estate, Estate

Status: In Good Standing Licensed: 45 Years

CONTACT

30 S Spring St, Pensacola, FL 32502

Fletcher Fleming

Real Estate, Wills & Probate, Trusts

Status: In Good Standing

CONTACT

Seville Tower, Pensacola, FL 32501

George E Day

Real Estate, Trusts

Status: In Good Standing Licensed: 47 Years

CONTACT

32 Beal Pkwy Sw, Fort Walton Beach, FL 32548

Harlan Frank Winn

Estate, Wills & Probate, Trusts, Power of Attorney

Status: In Good Standing Licensed: 56 Years

CONTACT

322 South Alcaniz St, Pensacola, FL 32591

James W Magaha

Real Estate, Trusts, Corporate, Bankruptcy

Status: In Good Standing Licensed: 40 Years

CONTACT

812 N Spring St, Pensacola, FL 32501

James Strouse Campbell

Real Estate, Trusts, Workers' Compensation, Employment

Status: In Good Standing Licensed: 41 Years

CONTACT

Pensacola, FL 32591

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LEGAL TERMS

INTER VIVOS TRUST

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

FAMILY POT TRUST

See pot trust.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

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

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

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.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

SAMPLE LEGAL CASES

Doe v. Doe

... [1] The trusts administered by the Trustees include class gifts to the grandchildren of the settlors, Chester P. Doe, Jr. (Chester Jr.) and Eleanor Warren Doe (Eleanor). ... I. THE FACTS. A. The Trusts. On June 28, 1988, Chester Jr. ...

Parker v. Shullman

... Each of these trusts had sub-trusts for her daughter Lauri and granddaughter Cassie. Barbara designated 645 Shullman as the successor trustee of all of the trusts. ... When Barbara died, Shullman became trustee of the trusts. ...

Timmons v. Ingrahm

... In his will, Frank Sr. created two trusts: the Timmons Family Trust ("Family Trust") and the Timmons Marital Trust ("Marital Trust"). [1] The Timmons Family Trust was valued at $650,000. ... Myrtle was the sole income beneficiary of the trusts during her lifetime. ...

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Century Trusts Lawyer, Florida, page 2

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Bradley George Johnson

Bruce Arthur McDonald

Catherine Lee Henderson

David Graham Vest

Evangalos Peter Geeker

Fletcher Fleming

George E Day

Harlan Frank Winn

James W Magaha

James Strouse Campbell

TIPS

LEGAL TERMS

INTER VIVOS TRUST

FAMILY POT TRUST

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

AUGMENTED ESTATE

QDOT TRUST

INTESTATE

SUCCESSION

LIVING TRUST

LIFE BENEFICIARY

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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