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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 M. VanNess

Estate Planning, Elder Law, Commercial Real Estate, Trusts, Estate

Status: In Good Standing

FREE CONSULTATION

CONTACT

1205 N. Meeting Tree Boulevard, Crystal River, FL 34429

Denise VanNess

Products Liability, Wills & Probate, Mesothelioma, Estate

Status: In Good Standing

FREE CONSULTATION

CONTACT

1205 N. Meeting Tree Boulevard, Crystal River, FL 34429

J. Stephen Pullum

Business Organization, Wills & Probate, Corporate, Estate Planning

Status: In Good Standing

FREE CONSULTATION

CONTACT

1205 N. Meeting Tree Boulevard, Crystal River, FL 34429

Keith Robert Taylor

Accident & Injury, Divorce & Family Law, Estate, Lawsuit & Dispute

Status: In Good Standing Licensed: 31 Years

CONTACT

Lecanto, FL 34460

Adam Andrew Czaya

Commercial Real Estate, Trusts, Civil Rights, Corporate

Status: In Good Standing Licensed: 13 Years

CONTACT

1143 N. Lyle Avenue, Crystal River, FL 34429

Denise Van Ness

Trusts, Criminal, Civil Rights, Household Mold, Products Liability

Status: In Good Standing Licensed: 35 Years

CONTACT

1205 N Meeting Tree Blvd, Crystal River, FL 34429

Montyce Vanness

Power of Attorney, Wills & Probate, Trusts, Estate Planning

Status: In Good Standing Licensed: 14 Years

CONTACT

1205 N Meeting Tree Blvd, Crystal River, FL 34429

Jeannette Mary Haag

Government, Estate

Status: In Good Standing Licensed: 49 Years

CONTACT

452 Pleasant Grove Rd, Inverness, FL 34452

Tanya Maryann Williams

Commercial Real Estate, Trusts, Guardianships & Conservatorships, Elder Law

Status: In Good Standing Licensed: 13 Years

CONTACT

452 Pleasant Grove Rd, Inverness, FL 34452

Rebecca A. Briggs

Estate Planning, International Tax, Bankruptcy, Child Custody, Elder Law

Status: In Good Standing Licensed: 20 Years

CONTACT

4411 E. Arlington Street, Inverness, FL 34453

800-923-0641

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LEGAL TERMS

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

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.

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.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

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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Lecanto Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Thomas M. VanNess

Denise VanNess

J. Stephen Pullum

Keith Robert Taylor

Adam Andrew Czaya

Denise Van Ness

Montyce Vanness

Jeannette Mary Haag

Tanya Maryann Williams

Rebecca A. Briggs

TIPS

LEGAL TERMS

INHERIT

SECONDARY MEANING

SUCCESSION

EXEMPTION TRUST

PRETERMITTED HEIR

DOWER AND CURTESY

AUGMENTED ESTATE

IRREVOCABLE TRUST

INCOMPETENCE

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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