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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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Dawn Ellis

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 28 Years

CONTACT

Floral City, FL 34436

Sandra H. Day

Wills & Probate, Estate, Adoption, Bankruptcy

Status: In Good Standing Licensed: 25 Years

CONTACT

Spring Hill, FL 34611

Kenneth Lee Warnstadt

Commercial Real Estate, State and Local, Estate Planning, Collection

Status: In Good Standing Licensed: 36 Years

CONTACT

Brooksville, FL 34605

Paul Louie Militello

Credit & Debt, Trusts, Criminal, Bankruptcy

Status: In Good Standing Licensed: 32 Years

CONTACT

215 E Mccollum Ave, Bushnell, FL 33513

Pamela Stinnette Vergara

Elder Law, Life & Health, Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 13 Years

CONTACT

20 N Main St, Brooksville, FL 34601

David Charles Sasser

Real Estate, Wills & Probate, Estate, Criminal

Status: In Good Standing

CONTACT

Brooksville, FL 34605

Matthew Pila

Wills, Trusts, Criminal, Civil Rights

Status: In Good Standing Licensed: 17 Years

CONTACT

629 W Jefferson St, Brooksville, FL 34601

Felix M Adams

Commercial Real Estate, Federal Trial Practice, Estate Planning, Criminal

Status: In Good Standing Licensed: 42 Years

CONTACT

230 N Main St, Bushnell, FL 33513

James Edward Wade

Real Estate, Estate, Criminal, Civil Rights, Accident & Injury

Status: In Good Standing Licensed: 41 Years

CONTACT

116 Bushnell Plz, Bushnell, FL 33513

800-923-0641

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LEGAL TERMS

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

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).

CURATOR

See conservator.

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.'

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.

INTER VIVOS TRUST

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

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

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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Istachatta Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Dawn Ellis

Sandra H. Day

Kenneth Lee Warnstadt

Paul Louie Militello

Pamela Stinnette Vergara

David Charles Sasser

Matthew Pila

Felix M Adams

James Edward Wade

TIPS

LEGAL TERMS

WARRANTY DEED

SELF-PROVING WILL

FINAL BENEFICIARY

PER CAPITA

CURATOR

ABSTRACT OF TRUST

BYPASS TRUST

INTER VIVOS TRUST

ESTATE TAXES

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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