Lynn Haven Wills & Probate Lawyer, Florida

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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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2. Email
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Includes: Estate Administration, Living Wills, Wills

Nancy L Jones Gaglio

Wills, Divorce, Criminal

Status: In Good Standing Licensed: 39 Years

CONTACT

2139 Trinity St, Lynn Haven, FL 32444

Angela Nichole Warren

Estate Planning, Child Custody, Elder Law, Estate, Wills

Status: In Good Standing Licensed: 21 Years

CONTACT

1328 Jenks Ave, Panama City, FL 32401

Kristen Jennette Keller

Commercial Real Estate, Wills, Estate Planning, Estate

Status: In Good Standing Licensed: 25 Years

CONTACT

754 Jenks Ave, Panama City, FL 32401

Kristen Jennette Keller

Commercial Real Estate, Wills, Estate Planning, Estate

Status: In Good Standing Licensed: 25 Years

CONTACT

754 Jenks Ave, Panama City, FL 32401

G Douglas Moore

Estate Planning, Dispute Resolution, Elder Law, Business, Wills

Status: In Good Standing Licensed: 18 Years

CONTACT

Panama City, FL 32402

Julia Kathleen Claypool

Commercial Real Estate, Litigation, Wills, Business & Trade

Status: In Good Standing Licensed: 10 Years

CONTACT

304 Magnolia Ave, Panama City, FL 32401

Phillip Thomas Stamman

Immigration, Municipal, Wills & Probate, DUI-DWI

Status: In Good Standing

CONTACT

200 Harrison Ave, Panama City, FL 32401

Carlotta Appleman Thacker

Commercial Real Estate, Real Estate, Wills & Probate, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

4926 Spyglass Dr, Panama City, FL 32408

800-923-0641

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LEGAL TERMS

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.

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.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

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.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

After considering the Committee's proposals and reviewing the relevant legislation, we adopt all the Committee's proposals except the proposed amendment to subdivision (b) of rule 5.260. Consistent with statutory changes made by chapter 2010-132, section 3, Laws of ...

McCormick v. McCormick

... We have for review an order admitting to probate the Last Will and Testament of decedent Ferral Lee McCormick, Sr., but denying letters of administration to appellant Ferral Lee McCormick, Jr., whom the testate decedent had duly nominated as personal representative. ...

In re Guardianship of Shell

... VILLANTI, Judge. Lutheran Services Florida, Inc., the guardian of Bertha Shell, appeals from the probate court's order denying its objections to an earlier order that awarded Lutheran Services guardian's fees in an amount less than it requested. ...

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Lynn Haven Wills & Probate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Nancy L Jones Gaglio

Angela Nichole Warren

Kristen Jennette Keller

Kristen Jennette Keller

G Douglas Moore

Julia Kathleen Claypool

Phillip Thomas Stamman

Carlotta Appleman Thacker

TIPS

LEGAL TERMS

INVENTORY

GENERATION-SKIPPING TRANSFER TAX

KINDRED

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

TESTAMENTARY TRUST

GRANTOR RETAINED INCOME TRUST

WILL

SUCCESSION

LIVING TRUST

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

McCormick v. McCormick

In re Guardianship of Shell

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