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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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Maryellen Gallagher Koberg

Commercial Real Estate, Construction, Estate Planning, Civil Rights

Status: In Good Standing

CONTACT

42 Bryan Cave Rd, Daytona Beach, FL 32119

Eric V Gill

Commercial Real Estate, Federal Trial Practice, Estate Planning, Elder Law

Status: In Good Standing Licensed: 43 Years

CONTACT

4393 S Ridgewood Ave, Port Orange, FL 32127

Harold Charles Woerner

Trusts, Elder Law, Corporate, Personal Injury

Status: In Good Standing Licensed: 58 Years

CONTACT

2001 S Ridgewood Ave, Daytona Beach, FL 32119

Christine Alexis Gay

Real Estate, Estate, Divorce & Family Law, Criminal

Status: In Good Standing Licensed: 28 Years

CONTACT

747 S Ridgewood Ave, Daytona Beach, FL 32114

Gerard Vincent Muriello

Trusts, Family Law, Civil Rights, Administrative Law

Status: In Good Standing Licensed: 18 Years

CONTACT

747 S Ridgewood Ave, Daytona Beach, FL 32114

Gerard Francis Keating

Trusts, Family Law, Civil Rights, Contract

Status: In Good Standing Licensed: 43 Years

CONTACT

Daytona Beach, FL 32115

Matthew Seamus Welch

Commercial Real Estate, Estate Planning, Collection, Personal Injury

Status: In Good Standing Licensed: 23 Years

CONTACT

Daytona Beach, FL 32115

Tonya D Cromartie

Commercial Real Estate, Landlord-Tenant, Estate Planning, Family Law, Criminal

Status: In Good Standing

CONTACT

648 S Ridgewood Ave, Daytona Beach, FL 32114

Sara A Caldwell

Commercial Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 49 Years

CONTACT

Daytona Beach, FL 32115

David Arlin Burt

Commercial Real Estate, Agriculture, Trusts, Corporate

Status: In Good Standing Licensed: 49 Years

CONTACT

501 S Ridgewood Ave, Daytona Beach, FL 32114

800-923-0641

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LEGAL TERMS

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

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.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

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.

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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New Smyrna Beach Estate Lawyer, Florida, page 4

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Maryellen Gallagher Koberg

Eric V Gill

Harold Charles Woerner

Christine Alexis Gay

Gerard Vincent Muriello

Gerard Francis Keating

Matthew Seamus Welch

Tonya D Cromartie

Sara A Caldwell

David Arlin Burt

TIPS

LEGAL TERMS

RESIDUARY ESTATE

OFFICER

REAL ESTATE AGENT

SPECIFIC BEQUEST

HEIR AT LAW

QDOT TRUST

DISCHARGE (OF PROBATE ADMINISTRATOR)

PROVING A WILL

EXEMPTION TRUST

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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