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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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Craig T. James

Litigation, Wills & Probate, Family Law, Personal Injury

Status: In Good Standing

FREE CONSULTATION

CONTACT

431 East New York Avenue, Deland, FL 32721

Robert Kenneth McIntosh

Estate Administration, Estate Planning, Guardianships & Conservatorships, Elder Law

Status: In Good Standing

CONTACT

1001 Heathrow Park Ln, Lake Mary, FL 32746

R. Jason De Groot

Bankruptcy, Criminal, Divorce & Family Law, Estate

Status: In Good Standing

CONTACT

Deltona, Deltona, FL 32725

Susan Rae Giacoletto

Commercial Real Estate, Estate Planning, Family Law, Criminal

Status: In Good Standing Licensed: 25 Years

CONTACT

100 Treemonte Dr, Orange City, FL 32763

Philip Sean Karle

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 17 Years

CONTACT

5 W Highbanks Rd, Debary, FL 32713

John Edward Crowther

Wills, Wills & Probate, Trusts, Estate, Elder Law

Status: In Good Standing

CONTACT

279 E. Graves Avenue, Orange City, FL 32763

Randall Joseph Marshall

Commercial Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 42 Years

CONTACT

Orange City, FL 32774

Carsandra Denyce Buie

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

Status: In Good Standing Licensed: 30 Years

CONTACT

Sanford, FL 32772

James Albert Barks

Commercial Real Estate, Trusts, Corporate, Contract

Status: In Good Standing

CONTACT

1120 W 1st St, Sanford, FL 32771

Carolyn J. B. Lawrence

Commercial Real Estate, Real Estate, Estate Planning, Animal Bite

Status: In Good Standing Licensed: 22 Years

CONTACT

690 Deltona Blvd, Deltona, FL 32725

800-923-0641

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LEGAL TERMS

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

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.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

INTER VIVOS TRUST

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

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving 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 capita, Julie and the two grandchildren will each take a third. If, on the other hand, 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).

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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Deltona Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Craig T. James

Robert Kenneth McIntosh

R. Jason De Groot

Susan Rae Giacoletto

Philip Sean Karle

John Edward Crowther

Randall Joseph Marshall

Carsandra Denyce Buie

James Albert Barks

Carolyn J. B. Lawrence

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LEGAL TERMS

TRUST DEED

STATUTORY SHARE

CHARITABLE TRUST

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

OFFICER

CONTINGENT BENEFICIARY

ABSTRACT OF TRUST

INTER VIVOS TRUST

PER CAPITA

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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