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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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Neibra Collins Williams

Trusts, Family Law, Civil Rights, Credit & Debt

Status: In Good Standing Licensed: 31 Years

CONTACT

2425 Torreya Dr, Tallahassee, FL 32303

Christopher Bruce Norris

Trusts, Family Law, Criminal, Personal Injury

Status: In Good Standing Licensed: 20 Years

CONTACT

1115 N Gadsden St, Tallahassee, FL 32303

Keith Adam Halpern

Trusts, Consumer Rights, Civil & Human Rights, Trade Associations

Status: In Good Standing Licensed: 16 Years

CONTACT

1264 Timberlane Road, Tallahassee, FL 32308

Robert Reid Mcdonald

Commercial Real Estate, Government Contract, Trusts, Contract

Status: In Good Standing

CONTACT

101 E College Ave, Tallahassee, FL 32301

Ian C. White

Trusts, Civil Rights, Corporate, Credit & Debt

Status: In Good Standing

CONTACT

Tallahassee, FL 32302

Tamiko Letrice Hendrieth

Personal Injury, Civil Rights, Family Law, Trusts, Accident & Injury

Status: In Good Standing Licensed: 15 Years

CONTACT

Tallahassee, FL 32315

Rebekah Ann Smith

Litigation, Construction, Medical Malpractice, Trusts

Status: In Good Standing

CONTACT

2065 Thomasville Road, Tallahassee, FL 32308

Dubose Ausley

Federal Trial Practice, Trusts, Corporate, Administrative Law

Status: In Good Standing

CONTACT

123 South Calhoun Street, Tallahassee, FL 32302

Charles Laray Dewrell

Litigation, Trusts, Family Law, Civil Rights

Status: In Good Standing Licensed: 12 Years

CONTACT

3600 Maclay Blvd S, Tallahassee, FL 32312

Cathi C. Wilkinson

Corporate, Estate Planning, Banking & Finance, Trusts

Status: In Good Standing

CONTACT

215 South Monroe Street, Tallahassee, FL 32301

800-923-0641

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LEGAL TERMS

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

ADEMPTION

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she di... (more...)

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she dies. Often this happens because the property has been sold, destroyed or given away to someone other than the beneficiary named in the will. A bequest may also be adeemed when the will maker, while still living, gives the property to the intended beneficiary (called 'ademption by satisfaction'). When a bequest is adeemed, the beneficiary named in the will is out of luck; he or she doesn't get cash or a different item of property to replace the one that was described in the will. For example, Mark writes in his will, 'I leave to Rob the family vehicle,' but then trades in his car in for a jet ski. When Mark dies, Rob will receive nothing. Frustrated beneficiaries may challenge an ademption in court, especially if the property was not clearly identified in the first place.

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

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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Greensboro Trusts Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Neibra Collins Williams

Christopher Bruce Norris

Keith Adam Halpern

Robert Reid Mcdonald

Ian C. White

Tamiko Letrice Hendrieth

Rebekah Ann Smith

Dubose Ausley

Charles Laray Dewrell

Cathi C. Wilkinson

TIPS

LEGAL TERMS

TRUST MERGER

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

POWER OF APPOINTMENT

GRANTOR RETAINED INCOME TRUST

ADEMPTION

PUBLIC ADMINISTRATOR

AB TRUST

DEVISEE

LIFE BENEFICIARY

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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