Oak Hill Estate 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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Richard E Stadler

Government Agencies, Wills & Probate, Franchising, Banking & Finance

Status: In Good Standing

CONTACT

1820 Garden Street, Titusville, FL 32796

Mary Reid Mayo Morelly

Trusts, Family Law, Civil Rights, Credit & Debt

Status: In Good Standing Licensed: 12 Years

CONTACT

2525 Travelers Palm Dr, Edgewater, FL 32141

William Tillar Preston

Commercial Real Estate, State and Local, Estate Planning, Elder Law

Status: In Good Standing Licensed: 41 Years

CONTACT

605 S Orange St, New Smyrna Beach, FL 32168

Eric Tillar Preston

Commercial Real Estate, Federal Appellate Practice, Estate Planning, Criminal

Status: In Good Standing Licensed: 13 Years

CONTACT

605 S Orange St, New Smyrna Beach, FL 32168

Matthew Evan Peterson

Trusts, Estate Planning, Civil Rights, Contract, Credit & Debt

Status: In Good Standing Licensed: 10 Years

CONTACT

418 Canal St, New Smyrna Beach, FL 32168

Beverly Priscilla Myrberg

Civil & Human Rights, Criminal, Family Law, Trusts

Status: In Good Standing Licensed: 37 Years

CONTACT

2019 Sabal Palm Dr, Edgewater, FL 32141

Kenneth Lee Bohannon

Other, Commercial Real Estate, Estate Planning, Felony

Status: In Good Standing Licensed: 18 Years

CONTACT

221 N Causeway, New Smyrna Beach, FL 32169

Hal Spence

Commercial Real Estate, Federal Trial Practice, Estate Planning

Status: In Good Standing Licensed: 40 Years

CONTACT

221 N Causeway, New Smyrna Beach, FL 32169

Thomas Delongville Wright

Commercial Real Estate, Estate Planning, Consumer Protection, Personal Injury

Status: In Good Standing

CONTACT

340 N Causeway, New Smyrna Beach, FL 32169

Erin Eleanor Wollett

Commercial Real Estate, Estate Planning, Commercial Bankruptcy, Bankruptcy

Status: In Good Standing Licensed: 17 Years

CONTACT

340 N Causeway, New Smyrna Beach, FL 32169

800-923-0641

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LEGAL TERMS

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

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.

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.'

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.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

INTER VIVOS TRUST

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

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.

CREDIT SHELTER TRUST

See AB trust.

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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Oak Hill Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Richard E Stadler

Mary Reid Mayo Morelly

William Tillar Preston

Eric Tillar Preston

Matthew Evan Peterson

Beverly Priscilla Myrberg

Kenneth Lee Bohannon

Hal Spence

Thomas Delongville Wright

Erin Eleanor Wollett

TIPS

LEGAL TERMS

POUR-OVER WILL

INCOMPETENCE

EXECUTOR

ABSTRACT OF TRUST

POWER OF APPOINTMENT

PER STIRPES

INTER VIVOS TRUST

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

CREDIT SHELTER 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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