Mary Esther Estate Planning 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: Gift Taxation

Richard H. Powell

Wills & Probate, Estate Planning, Elder Law, Business Organization, Bankruptcy & Debt

Status: In Good Standing

CONTACT

92 Eglin Parkway NE, Fort Walton Beach, FL 32549

J. Mark Fisher

Wills & Probate, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

181 Eglin Pkwy, NE, Fort Walton Beach, FL 32548

Nicholas Gresham Foster

Estate Planning, Commercial Real Estate, Business, Trusts, Estate

Status: In Good Standing Licensed: 12 Years

CONTACT

909 Mar Walt Dr, Fort Walton Beach, FL 32547

Jennifer Leann Flowers

Family Law, Business, Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 9 Years

CONTACT

2018 Lewis Turner Blvd, Fort Walton Beach, FL 32547

Jennifer L. Flowers

Corporate, Real Estate, Business, Estate Planning

Status: In Good Standing

CONTACT

2018 Lewis Turner Blvd, Fort Walton Beach, FL 32547

Jeffery Lathem

Commercial Real Estate, Estate Planning, Family Law, Civil Rights

Status: In Good Standing

CONTACT

173 Eglin Pkwy Ne, Fort Walton Beach, FL 32548

John Kenneth Reed

Estate Planning, Divorce & Family Law, Criminal, Trade Associations

Status: In Good Standing Licensed: 15 Years

CONTACT

25 Beal Pkwy Ne, Fort Walton Beach, FL 32548

Richard Paul Petermann

Commercial Real Estate, Estate Planning, Divorce, Felony

Status: In Good Standing

CONTACT

909 Mar Walt Drive, Fort Walton Beach, FL 32549

Catherine Lee Henderson

Estate Planning, Business & Trade, Commercial Real Estate, Trusts

Status: In Good Standing

CONTACT

909 Mar Walt Dr, Fort Walton Beach, FL 32547

C. Ledon Anchors

International Tax, Estate Planning, Family Law, Business & Trade

Status: In Good Standing

CONTACT

909 Mar Walt Dr, Fort Walton Beach, FL 32547

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.

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.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

INTER VIVOS TRUST

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

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

SAMPLE LEGAL CASES

Brundage v. Bank of America

... disputed transfers from the trust. Dorothy Gutsgell and her husband, who had no children of their own, executed a series of estate planning documents, using the law firm of Ruden McClosky for their planning. In 1992 Dorothy, as ...

Yang Enterprises, Inc. v. Georgalis

... Petitioners filed suit against Respondent for trade secret theft, tortious interference with a business relationship, and trade libel. In 1999, Petitioners retained Anthony Palma, an attorney in Broad and Cassel's Orlando office, for estate planning services. ...

Wheeler v. Powers

... In 2000, Dorothy L. Powers and her husband, Albert Powers, retained Kenneth B. Wheeler, an estates and trust attorney, to prepare estate planning documents. ... [1]. On December 20, 2004, Dorothy created several new estate planning documents through a different attorney. ...

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Mary Esther Estate Planning Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Richard H. Powell

J. Mark Fisher

Nicholas Gresham Foster

Jennifer Leann Flowers

Jennifer L. Flowers

Jeffery Lathem

John Kenneth Reed

Richard Paul Petermann

Catherine Lee Henderson

C. Ledon Anchors

TIPS

LEGAL TERMS

INVENTORY

INHERIT

HEIR AT LAW

SURVIVING SPOUSE'S TRUST

ACCUMULATION TRUST

BENEFICIARY

DEVISEE

INTER VIVOS TRUST

SUMMARY PROBATE

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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