Pensacola 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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2. Email
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Includes: Estate Administration, Living Wills, Wills

Suzanne Noland Whibbs

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Social Security, Wills & Probate, Workers' Compensation, DUI-DWI, Personal Injury

Suzanne Whibbs received her undergraduate degree from the Auburn University in 1993. In 1997, she received her J.D. from Cumberland School of Law at S... (more)

CONTACT

800-961-9050

801 W Romana St, Pensacola, FL 32502

Gillis E. (Beau) Powell

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Medical Malpractice, Family Law, Criminal, Wills, Mass Torts

Beau was born and raised in Crestview, Florida. In 2006 he graduated from Northwest Florida State College with an Associates Degree in Criminal Justic... (more)

FREE CONSULTATION

CONTACT

800-897-9271

6827 Caroline Street, Ste A, Milton, FL 32570

Phillip A. Pugh

Wills & Probate, Estate Planning, Corporate, Business Organization

Status: In Good Standing

CONTACT

P.O. Drawer 1271, Pensacola, FL 32591

Gerald L Brown

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

Status: In Good Standing

CONTACT

P.O. Drawer 1271, Pensacola, FL 32591

Alphonse G Condon

Mental Health, Estate Administration, Corporate, Banking & Finance

Status: In Good Standing

CONTACT

P.O. Drawer 1271, Pensacola, FL 32591

Alan Sheppard

Estate Planning, Wills & Probate, Real Estate

Status: In Good Standing

CONTACT

P.O. Drawer 1271, Pensacola, FL 32591

Sarah Dyrda Crane

Wills & Probate, Estate Planning, Corporate, Business Organization

Status: In Good Standing

CONTACT

220 West Garden Street, Pensacola, FL 32502

W. Spencer Mitchem

Banking & Finance, Business Organization, Mental Health, Wills & Probate

Status: In Good Standing

CONTACT

501 Commendencia Street, Pensacola, FL 32502

Harlan Frank Winn

Estate, Wills & Probate, Trusts, Power of Attorney

Status: In Good Standing Licensed: 56 Years

CONTACT

322 South Alcaniz St, Pensacola, FL 32591

John W Monroe

Real Estate, Wills & Probate, Trusts, Estate Planning

Status: In Good Standing Licensed: 46 Years

CONTACT

30 S Spring St, Pensacola, FL 32502

800-923-0641

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LEGAL TERMS

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

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.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

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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Pensacola Wills & Probate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Suzanne Noland Whibbs

Gillis E. (Beau) Powell

Phillip A. Pugh

Gerald L Brown

Alphonse G Condon

Alan Sheppard

Sarah Dyrda Crane

W. Spencer Mitchem

Harlan Frank Winn

John W Monroe

TIPS

LEGAL TERMS

SECONDARY MEANING

ESTATE TAXES

TRUST MERGER

ALTERNATE BENEFICIARY

SUCCESSOR TRUSTEE

QDOT TRUST

TAKING AGAINST THE WILL

PROBATE

HEIR AT LAW

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

McCormick v. McCormick

In re Guardianship of Shell

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