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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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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

Christopher A. Blaisdell

Estate, Credit & Debt, Household Mold

Status: In Good Standing Licensed: 21 Years

CONTACT

123 N Apopka Ave, Inverness, FL 34450

Dawn Ellis

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 28 Years

CONTACT

Floral City, FL 34436

Donald Floyd Perrin

Real Estate, Estate, Family Law

Status: In Good Standing Licensed: 51 Years

CONTACT

320 U S 41 South, Inverness, FL 34451

Eric Donald Abel

Commercial Real Estate, Real Estate, Estate Planning, Corporate

Status: In Good Standing Licensed: 34 Years

CONTACT

2476 N Essex Ave, Hernando, FL 34442

Fred Dominick Mongello

Real Estate, Estate, Divorce & Family Law, Criminal

Status: In Good Standing Licensed: 14 Years

CONTACT

123 N Apopka Ave, Inverness, FL 34450

Harold Stephens

Real Estate, Wills & Probate, Trusts

Status: In Good Standing Licensed: 58 Years

CONTACT

3591 W Gulf to Lake Hwy, Lecanto, FL 34461

Jeannette Mary Haag

Government, Estate

Status: In Good Standing Licensed: 49 Years

CONTACT

452 Pleasant Grove Rd, Inverness, FL 34452

John A Nelson

Real Estate, Wills & Probate, Estate Planning, Estate

Status: In Good Standing Licensed: 37 Years

CONTACT

8933 E Cashiers Ct, Inverness, FL 34450

John H Eden

Commercial Real Estate, Federal Appellate Practice, Estate Planning, Elder Law

Status: In Good Standing Licensed: 33 Years

CONTACT

217 N Apopka Ave, Inverness, FL 34451

800-923-0641

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LEGAL TERMS

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living 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 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). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

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.

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

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.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

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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Inverness Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Charles P. Vaughn

Christopher A. Blaisdell

Dawn Ellis

Donald Floyd Perrin

Eric Donald Abel

Fred Dominick Mongello

Harold Stephens

Jeannette Mary Haag

John A Nelson

John H Eden

TIPS

LEGAL TERMS

GENERATION-SKIPPING TRANSFER TAX

PER STIRPES

BYPASS TRUST

TAKING AGAINST THE WILL

DEATH TAXES

POWER OF APPOINTMENT

PREDECEASED SPOUSE

ADEMPTION

POUR-OVER WILL

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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