Neptune Beach 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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Includes: Estate Administration, Living Wills, Wills

Kurt A. Simpson

Wills, Estate, Family Law, Divorce

Status: In Good Standing

CONTACT

1326 3Rd Street South, Jacksonville Beach, FL 32250

Sabrina Marie Bateh

General Practice

Status: In Good Standing Licensed: 17 Years

CONTACT

13500 Sutton Park Dr S, Jacksonville, FL 32224

Carl Randolph Coleman

Estate, Wills & Probate, Trusts

Status: In Good Standing Licensed: 46 Years

CONTACT

10161 Centurion Pkwy, N., Jacksonville, FL 32256

Patricia Hoffman Davis

Wills & Probate, Estate, Divorce & Family Law, Civil & Human Rights

Status: In Good Standing Licensed: 18 Years

CONTACT

10752 Deerwood Park Blvd, Jacksonville, FL 32256

Gerard Edward Schloth

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 35 Years

CONTACT

2771 Monument Rd, Jacksonville, FL 32225

David A. Drake

Employee Rights, Business & Trade, Wills, Commercial Real Estate

Status: In Good Standing Licensed: 34 Years

CONTACT

6 Fairfield Blvd, Ponte Vedra Beach, FL 32082

William K Lally

Private Schools, Wills, Divorce, Guardianships & Conservatorships

Status: In Good Standing Licensed: 53 Years

CONTACT

6160 Arlington Expy, Jacksonville, FL 32211

Wade Mckissick Hampton

Commercial Real Estate, Wills, Civil Rights, Business & Trade

Status: In Good Standing Licensed: 33 Years

CONTACT

4348 Southpoint Blvd, Jacksonville, FL 32216

Tiffany Henson

Trusts, Commercial Real Estate, Estate Planning, Wills

Status: In Good Standing Licensed: 16 Years

CONTACT

10151 Deerwood Park Blvd, Jacksonville, FL 32256

William Stratton Callaghan

Wills

Status: Inactive Licensed: 33 Years

CONTACT

68 Village Walk Lane, Ponte Vedra Beach, FL 32082

800-923-0641

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LEGAL TERMS

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.

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.

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.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

CREDIT SHELTER TRUST

See AB trust.

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.

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.

FUNDING A TRUST

Transferring ownership of property to a trust.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

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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Neptune Beach Wills & Probate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Kurt A. Simpson

Sabrina Marie Bateh

Carl Randolph Coleman

Patricia Hoffman Davis

Gerard Edward Schloth

David A. Drake

William K Lally

Wade Mckissick Hampton

Tiffany Henson

William Stratton Callaghan

TIPS

LEGAL TERMS

SURVIVING SPOUSE'S TRUST

AUGMENTED ESTATE

GENERATION-SKIPPING TRANSFER TAX

ABSTRACT OF TRUST

CREDIT SHELTER TRUST

SUMMARY PROBATE

INTESTATE

FUNDING A TRUST

ENDOWMENT INSURANCE

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

McCormick v. McCormick

In re Guardianship of Shell

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