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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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Robert Lee Kauffman

Land Use & Zoning, Lawsuit & Dispute, Estate Planning, Business

Status: In Good Standing Licensed: 15 Years

CONTACT

2063 S County Highway, Santa Rosa Beach, FL 32459

Svetlana Hillis

Timeshare, Estate Planning, Business, Contract

Status: In Good Standing Licensed: 8 Years

CONTACT

2063 S County Highway, Santa Rosa Beach, FL 32459

Jeremy T.M. Novak

Civil Rights, Administrative Law, Government, Commercial Real Estate, Wills

Status: In Good Standing Licensed: 17 Years

CONTACT

402 Reid Ave, Port Saint Joe, FL 32456

Amanda L. Caldwell

Litigation, Trusts, Civil Rights, Business & Trade

Status: In Good Standing Licensed: 21 Years

CONTACT

Santa Rosa Beach, FL 32459

Kristi Miller Novonglosky

Lawsuit & Dispute, Estate Planning, Family Law, Business

Status: In Good Standing Licensed: 25 Years

CONTACT

Chipley, FL 32428

William S. Howell

Real Estate, Estate, Felony, Business

Status: In Good Standing Licensed: 40 Years

CONTACT

1727 S. County Hwy. 393, Santa Rosa Beach, FL 32459

David Lyle Dalenberg

Landlord-Tenant, Traffic, Government Contract, Trusts, Discrimination

Status: In Good Standing Licensed: 54 Years

CONTACT

136 Haven Way, Freeport, FL 32439

Ryan Owen Garrity

Real Estate, Estate, Construction, Divorce & Family Law, Employment

Status: In Good Standing Licensed: 22 Years

CONTACT

755 Grand Blvd, Miramar Beach, FL 32550

Daphne Wiggins Martin

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 27 Years

CONTACT

58 Initial Ln, Santa Rosa Beach, FL 32459

Scot Benjamin Copeland

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

Status: In Good Standing Licensed: 26 Years

CONTACT

195 Grand Blvd, Miramar Beach, FL 32550

800-923-0641

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LEGAL TERMS

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.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

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.'

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

NET ESTATE

The value of all property owned at death less liabilities or debts.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

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.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass 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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Panama City Estate Lawyer, Florida, page 5

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Robert Lee Kauffman

Svetlana Hillis

Jeremy T.M. Novak

Amanda L. Caldwell

Kristi Miller Novonglosky

William S. Howell

David Lyle Dalenberg

Ryan Owen Garrity

Daphne Wiggins Martin

Scot Benjamin Copeland

TIPS

LEGAL TERMS

CERTIFIED COPY

ADMINISTRATION (OF AN ESTATE)

ABSTRACT OF TRUST

PREDECEASED SPOUSE

NET ESTATE

SPRINKLING TRUST

RESIDUARY ESTATE

DISINHERIT

BYPASS 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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