Ocala 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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David E. Cauthen

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Divorce & Family Law, Family Law, Estate Planning, Child Support, Landlord-Tenant

Mr. Cauthen has been practicing family law since 1973.

CONTACT

800-706-9450

131 West Main St., Tavares, FL 32778

Christopher John Shipley

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Divorce & Family Law, Bankruptcy & Debt, Estate, Real Estate, Litigation

Shipley Law Firm & Title Company is pleased to provide the highest quality, professional legal services for clients in Lake County and throughout cent... (more)

CONTACT

800-985-9311

20110 US Highway 441, Mount Dora, FL 32757

James J. Claus

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Divorce & Family Law, Estate, Real Estate, Business, Intellectual Property

James Claus is a practicing lawyer in the state of Florida. Attorney Claus received his J.D. from Stanford University Law School.

CONTACT

800-694-1480

4516 NW 37th Ter, Gainesville, FL 32605

Charlie T Douglas

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Estate Planning, Personal Injury, Mass Torts, Trusts, Estate

Charlie Douglas was born and raised in Palatka, Florida. After graduating valedictorian of his high school class, Charlie attended the University Of F... (more)

CONTACT

386-530-2955

117 N. 2nd Street, Palatka, FL 32177

Lauren E. Merriam

Wills, Wills & Probate, Estate Planning, Divorce, Corporate

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CONTACT

4 S.E. Broadway Street, Ocala, FL 34471

Jonathan S. Dean

Commercial Real Estate, Real Estate, Wills & Probate, Estate, Contract

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FREE CONSULTATION

CONTACT

230 North East, 25th Avenue, Ocala, FL 34470

Fred N. Roberts

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

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CONTACT

333 N.W. 3rd Avenue, Ocala, FL 34475

Frederick T. Goller

Living Wills, Estate Administration, Wills & Probate, Estate Planning

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CONTACT

1028 Lake Sumter Landing, The Villages, FL 32162

Thomas M. VanNess

Estate Planning, Elder Law, Commercial Real Estate, Trusts, Estate

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FREE CONSULTATION

CONTACT

1205 N. Meeting Tree Boulevard, Crystal River, FL 34429

Denise VanNess

Products Liability, Wills & Probate, Mesothelioma, Estate

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FREE CONSULTATION

CONTACT

1205 N. Meeting Tree Boulevard, Crystal River, FL 34429

800-923-0641

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LEGAL TERMS

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

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.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

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.

CREDIT SHELTER TRUST

See AB trust.

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.

INTER VIVOS TRUST

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

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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Ocala Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

David E. Cauthen

Christopher John Shipley

James J. Claus

Charlie T Douglas

Lauren E. Merriam

Jonathan S. Dean

Fred N. Roberts

Frederick T. Goller

Thomas M. VanNess

Denise VanNess

TIPS

LEGAL TERMS

CHARITABLE TRUST

IRREVOCABLE TRUST

PER STIRPES

SWEARING MATCH

DEATH TAXES

ENDOWMENT INSURANCE

CREDIT SHELTER TRUST

SPECIFIC BEQUEST

INTER VIVOS 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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