Milton 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

Gillis E. (Beau) Powell

✓ VERIFIED

Medical Malpractice, Family Law, Criminal, Wills, Mass Torts

Beau was born and raised in Crestview, Florida. In 2006 he graduated from Northwest Florida State College with an Associates Degree in Criminal Justic... (more)

FREE CONSULTATION

CONTACT

800-897-9271

6827 Caroline Street, Ste A, Milton, FL 32570

Suzanne Noland Whibbs

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Social Security, Wills & Probate, Workers' Compensation, DUI-DWI, Personal Injury

Suzanne Whibbs received her undergraduate degree from the Auburn University in 1993. In 1997, she received her J.D. from Cumberland School of Law at S... (more)

CONTACT

800-961-9050

801 W Romana St, Pensacola, FL 32502

Byron E. Cotton

✓ VERIFIED

Criminal, Wills & Probate, Felony, DUI-DWI, Misdemeanor

The law firm of Cotton & Gates, Attorneys at Law, has provided high-quality service and representation to people in Okaloosa County and Northwest Flor... (more)

FREE CONSULTATION

CONTACT

800-938-5401

3 Plew Avenue, Shalimar, FL 32579

Jack Locklin

Wills, Wills & Probate, Family Law, Corporate

Status: In Good Standing

CONTACT

6460 Justice Avenue, Milton, FL 32570

Phillip A. Pugh

Wills & Probate, Estate Planning, Corporate, Business Organization

Status: In Good Standing

CONTACT

P.O. Drawer 1271, Pensacola, FL 32591

Gerald L Brown

Banking & Finance, Corporate, Estate Planning, Wills & Probate

Status: In Good Standing

CONTACT

P.O. Drawer 1271, Pensacola, FL 32591

Alphonse G Condon

Mental Health, Estate Administration, Corporate, Banking & Finance

Status: In Good Standing

CONTACT

P.O. Drawer 1271, Pensacola, FL 32591

Alan Sheppard

Estate Planning, Wills & Probate, Real Estate

Status: In Good Standing

CONTACT

P.O. Drawer 1271, Pensacola, FL 32591

Sarah Dyrda Crane

Wills & Probate, Estate Planning, Corporate, Business Organization

Status: In Good Standing

CONTACT

220 West Garden Street, Pensacola, FL 32502

W. Spencer Mitchem

Banking & Finance, Business Organization, Mental Health, Wills & Probate

Status: In Good Standing

CONTACT

501 Commendencia Street, Pensacola, FL 32502

800-923-0641

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800-943-8690

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LEGAL TERMS

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.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

CREDIT SHELTER TRUST

See AB trust.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

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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Milton Wills & Probate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Gillis E. (Beau) Powell

Suzanne Noland Whibbs

Byron E. Cotton

Jack Locklin

Phillip A. Pugh

Gerald L Brown

Alphonse G Condon

Alan Sheppard

Sarah Dyrda Crane

W. Spencer Mitchem

TIPS

LEGAL TERMS

FINAL BENEFICIARY

BANKRUPTCY ESTATE

CREDIT SHELTER TRUST

CERTIFIED COPY

GENERATION-SKIPPING TRUST

POWER OF APPOINTMENT

RESIDUARY BENEFICIARY

EXECUTOR

GRANTOR

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

McCormick v. McCormick

In re Guardianship of Shell

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