Ponte Vedra Beach Estate Lawyer, Florida, page 5

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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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Adam L. Tucker

Corporate, Trusts, Contract, Merger & Acquisition

Status: In Good Standing

CONTACT

10752 Deerwood Park Blvd, Jacksonville, FL 32256

Sharon A. Bass

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

Status: In Good Standing Licensed: 14 Years

CONTACT

10752 Deerwood Park Blvd, Jacksonville, FL 32256

Amy Elizabeth Newby

Military, Family Law, Trusts, Federal Trial Practice

Status: In Good Standing Licensed: 21 Years

CONTACT

3869 Santa Fe St E, Jacksonville, FL 32246

Catharine King O'Connor

International Tax, Commercial Real Estate, Estate Planning, Tax

Status: In Good Standing Licensed: 13 Years

CONTACT

7075 Roundleaf Dr, Jacksonville, FL 32258

Joe A. Reinhardt

Trusts, Real Estate, Banking & Finance, Foreclosure

Status: In Good Standing

CONTACT

5335 Gate Pkwy, Jacksonville, FL 32256

Michelle Allyse Durant

International Tax, Wills, Employee Rights, Divorce

Status: In Good Standing Licensed: 8 Years

CONTACT

11250 Alumni Way, Jacksonville, FL 32246

Charles Guy Bond

Commercial Real Estate, Real Estate, Estate Planning, Business

Status: In Good Standing

CONTACT

11437 Central Pkwy, Jacksonville, FL 32224

Michael M Naughton

Estate, Divorce & Family Law, Consumer Rights, Accident & Injury

Status: In Good Standing Licensed: 43 Years

CONTACT

12574 Flagler Center Blvd, Jacksonville, FL 32258

Ailish Christine O'Connor

Commercial Real Estate, Estate Planning, Elder Law, Civil & Human Rights

Status: In Good Standing Licensed: 34 Years

CONTACT

11555 Central Pkwy, Jacksonville, FL 32224

Michael Neal Schneider

Commercial Real Estate, International Tax, Estate Planning, Divorce & Family Law, Elder Law

Status: In Good Standing Licensed: 51 Years

CONTACT

5150 Belfort Rd, Jacksonville, FL 32256

800-923-0641

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LEGAL TERMS

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

SURROGATE COURT

See probate court.

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

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.'

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.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

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.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

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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Ponte Vedra Beach Estate Lawyer, Florida, page 5

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Adam L. Tucker

Sharon A. Bass

Amy Elizabeth Newby

Catharine King O'Connor

Joe A. Reinhardt

Michelle Allyse Durant

Charles Guy Bond

Michael M Naughton

Ailish Christine O'Connor

Michael Neal Schneider

TIPS

LEGAL TERMS

DISTRIBUTEE

SURROGATE COURT

GRANT DEED

INCOMPETENCE

QDOT TRUST

INVENTORY

SELF-PROVING WILL

DISINHERIT

LAPSE

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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