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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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David E. Cauthen

✓ VERIFIED

Divorce & Family Law, Family Law, Estate Planning, Child Support, Landlord-Tenant

Mr. Cauthen has been practicing family law since 1973.

CONTACT

800-706-9450

131 West Main St., Tavares, FL 32778

Christopher John Shipley

✓ VERIFIED

Divorce & Family Law, Bankruptcy & Debt, Estate, Real Estate, Litigation

Shipley Law Firm & Title Company is pleased to provide the highest quality, professional legal services for clients in Lake County and throughout cent... (more)

CONTACT

800-985-9311

20110 US Highway 441, Mount Dora, FL 32757

Timothy David Lucero

✓ VERIFIED

Accident & Injury, Criminal, Estate

Timothy Lucero is a practicing lawyer in the state of Florida.

CONTACT

407-492-7587

7965 State Road 50, Groveland, FL 34736

Stephen W. Johnson

Estate Planning, Contract, Employment, Trusts, Wills

Status: In Good Standing

CONTACT

1000 West Main Street, Leesburg, FL 34748

Jeffrey Skates

Business Organization, Business Successions, Corporate Governance, Estate Administration

Status: In Good Standing

CONTACT

1000 West Main Street, Leesburg, FL 34748

Frederick T. Goller

Living Wills, Estate Administration, Wills & Probate, Estate Planning

Status: In Good Standing

CONTACT

1028 Lake Sumter Landing, The Villages, FL 32162

Wade Boyette

Foreclosure, Real Estate, Wills & Probate, Bankruptcy & Debt

Status: In Good Standing

FREE CONSULTATION

CONTACT

1635 East Highway 50, Clermont, FL 34711

Philip J Braun

Industry Specialties, Estate, Life & Health, Business

Status: In Good Standing Licensed: 25 Years

CONTACT

600 E Dixie Ave, 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

Stephen Warfield Johnson

Estate Planning, Contract, Employment, Trusts, Wills

Status: In Good Standing

CONTACT

215 N 2nd St, Leesburg, FL 34748

800-923-0641

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LEGAL TERMS

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

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.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

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.

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.

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.

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.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

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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Leesburg Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

David E. Cauthen

Christopher John Shipley

Timothy David Lucero

Stephen W. Johnson

Jeffrey Skates

Frederick T. Goller

Wade Boyette

Philip J Braun

Kimberley Ann Mcmahan

Stephen Warfield Johnson

TIPS

LEGAL TERMS

QDOT TRUST

TRUST MERGER

INTESTATE

EXEMPTION TRUST

HOLOGRAPHIC WILL

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

TAKING AGAINST THE WILL

PERSONAL PROPERTY

INVENTORY

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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