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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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Thomas Haig Tukdarian

Commercial Real Estate, Dispute Resolution, Estate Planning, Business

Status: In Good Standing Licensed: 40 Years

CONTACT

Windermere, FL 34786

Douglas Edward Carey

Bankruptcy, Trusts, Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 20 Years

CONTACT

Windermere, FL 34786

Taniya Lall Jimenez

Estate, Employment, Divorce & Family Law, Criminal

Status: In Good Standing Licensed: 15 Years

CONTACT

Ocoee, FL 34761

Michael J Thompson

Commercial Real Estate, Real Estate, Government, Estate Planning

Status: In Good Standing Licensed: 33 Years

CONTACT

8505 W Irlo Bronson Memorial Hwy, Kissimmee, FL 34747

Michael J Thompson

Commercial Real Estate, Real Estate, Government, Estate Planning

Status: In Good Standing Licensed: 31 Years

CONTACT

8505 W Irlo Bronson Memorial Hwy, Kissimmee, FL 34747

Patricia Ann Wilson

Commercial Real Estate, Estate Planning, Elder Law

Status: In Good Standing Licensed: 50 Years

CONTACT

Tavares, FL 32778

Sara Elizabeth Frick

Estate Planning, Criminal

Status: In Good Standing Licensed: 8 Years

CONTACT

Tavares, FL 32778

Cara Courtney Singeltary

Commercial Real Estate, Land Use & Zoning, Real Estate, Estate Planning

Status: In Good Standing Licensed: 14 Years

CONTACT

601 S 9Th St, Leesburg, FL 34748

Kimberley Ann Mcmahan

Health Care, Estate Planning, Life & Health

Status: In Good Standing Licensed: 21 Years

CONTACT

600 E Dixie Ave, Leesburg, FL 34748

Thomas P Moss

Commercial Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 26 Years

CONTACT

8913 Conroy Windermere Rd, Orlando, FL 32835

800-923-0641

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LEGAL TERMS

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.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

FAMILY POT TRUST

See pot trust.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

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.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

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.

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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Groveland Estate Lawyer, Florida, page 6

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Thomas Haig Tukdarian

Douglas Edward Carey

Taniya Lall Jimenez

Michael J Thompson

Michael J Thompson

Patricia Ann Wilson

Sara Elizabeth Frick

Cara Courtney Singeltary

Kimberley Ann Mcmahan

Thomas P Moss

TIPS

LEGAL TERMS

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

QTIP TRUST

FAMILY POT TRUST

HOLOGRAPHIC WILL

AUGMENTED ESTATE

GROSS ESTATE

PROPERTY CONTROL TRUST

SUCCESSOR TRUSTEE

DOWER AND CURTESY

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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