Santa Rosa County, FL Estate Lawyers

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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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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)

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CONTACT

800-897-9271

6827 Caroline Street, Ste A, Milton, FL 32570

Jack Locklin

Wills, Wills & Probate, Family Law, Corporate

Status: In Good Standing

CONTACT

6460 Justice Avenue, Milton, FL 32570

J. Paul Fitzgerald

Bankruptcy, Estate Planning, Foreclosure

Status: In Good Standing

CONTACT

6839 Caroline Street, Milton, FL 32570

J. Rod Cameron

Family Law, Personal Injury, Workers' Compensation, Criminal, Wills & Probate

Status: In Good Standing Licensed: 28 Years

CONTACT

5089 Highway 90, Pace, FL 32571

Oscar J. Locklin

Construction, Agriculture, Wills & Probate, Banking & Finance

Status: In Good Standing Licensed: 19 Years

CONTACT

4557 Chumuckla Hwy, Milton, FL 32571

Daniel P. Saba

Wills & Probate, Construction, Corporate, Business Organization

Status: In Good Standing Licensed: 21 Years

CONTACT

4557 Chumuckla Hwy, Milton, FL 32571

Jennifer Byrom

Wills & Probate, Family Law, Child Support, Elder Law

Status: In Good Standing Licensed: 40 Years

CONTACT

5177 Elmira St, Milton, FL 32572

Jason Royce Mosley

Commercial Real Estate, International Tax, Trusts, Business

Status: In Good Standing Licensed: 24 Years

CONTACT

4655 Woodbine Rd, Milton, FL 32571

Kim Elaine Evers

Estate, Household Mold, Products Liability, Accident & Injury

Status: In Good Standing Licensed: 30 Years

CONTACT

2603 Edmund Dr, Gulf Breeze, FL 32563

Scott Christopher Bridgford

Civil Rights, Estate Planning, Contract, Commercial Real Estate, Wills

Status: In Good Standing Licensed: 16 Years

CONTACT

2045 Fountain Professional Ct, Navarre, FL 32566

800-923-0641

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LEGAL TERMS

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

INTER VIVOS TRUST

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

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.

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.

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.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

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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Santa Rosa County, FL Estate Lawyers

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Gillis E. (Beau) Powell

Jack Locklin

J. Paul Fitzgerald

J. Rod Cameron

Oscar J. Locklin

Daniel P. Saba

Jennifer Byrom

Jason Royce Mosley

Kim Elaine Evers

Scott Christopher Bridgford

TIPS

LEGAL TERMS

LIVING TRUST

WILL

BANKRUPTCY ESTATE

INTER VIVOS TRUST

CERTIFIED COPY

ALTERNATE BENEFICIARY

SPECIFIC BEQUEST

GROSS ESTATE

PROBATE COURT

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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