Santa Rosa County, FL Wills & Probate 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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Includes: Estate Administration, Living Wills, Wills

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

Oscar J. Locklin

Construction, Agriculture, Wills & Probate, Banking & Finance

Status: In Good Standing Licensed: 19 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

Daniel P. Saba

Wills & Probate, Construction, Corporate, Business Organization

Status: In Good Standing Licensed: 22 Years

CONTACT

4557 Chumuckla Hwy, Milton, FL 32571

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

800-923-0641

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LEGAL TERMS

ADEMPTION

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she di... (more...)

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she dies. Often this happens because the property has been sold, destroyed or given away to someone other than the beneficiary named in the will. A bequest may also be adeemed when the will maker, while still living, gives the property to the intended beneficiary (called 'ademption by satisfaction'). When a bequest is adeemed, the beneficiary named in the will is out of luck; he or she doesn't get cash or a different item of property to replace the one that was described in the will. For example, Mark writes in his will, 'I leave to Rob the family vehicle,' but then trades in his car in for a jet ski. When Mark dies, Rob will receive nothing. Frustrated beneficiaries may challenge an ademption in court, especially if the property was not clearly identified in the first place.

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.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

SURROGATE COURT

See probate court.

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.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

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).

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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Santa Rosa County, FL Wills & Probate Lawyers

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Gillis E. (Beau) Powell

Jack Locklin

Oscar J. Locklin

Jennifer Byrom

Daniel P. Saba

J. Rod Cameron

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LEGAL TERMS

ADEMPTION

ENDOWMENT INSURANCE

TESTAMENTARY TRUST

SURROGATE COURT

LAPSE

INTESTATE

HEIR AT LAW

AUGMENTED ESTATE

CHARITABLE TRUST

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

McCormick v. McCormick

In re Guardianship of Shell

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