Seville Estate 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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B. Paul Katz

Estate Planning, Family Law, Banking & Finance, Personal Injury

Status: In Good Standing

CONTACT

1 Florida Park Dr. South, Palm Coast, FL 32137

Nord Lee Johnson

Estate Planning, Estate

Status: In Good Standing Licensed: 55 Years

CONTACT

Seville, FL 32190

Jay Dudley Asbury

Commercial Real Estate, State and Local, Estate Planning, Elder Law

Status: In Good Standing Licensed: 56 Years

CONTACT

Crescent City, FL 32112

Lisa Kane Devitto

Public Interest Law, Elder Law, Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 36 Years

CONTACT

Crescent City, FL 32112

Tara J. Mason

Estate Planning, Wills

Status: In Good Standing Licensed: 2 Years

CONTACT

Barberville, FL 32105

George A Young

Estate, Family Law, Divorce & Family Law, Criminal

Status: In Good Standing Licensed: 17 Years

CONTACT

222 N 3Rd St, Fort Mc Coy, FL 32177

Joe Hill Pickens

Real Estate, Lawsuit & Dispute, Estate, Accident & Injury

Status: In Good Standing Licensed: 41 Years

CONTACT

Fort Mc Coy, FL 32178

Carl Jackson Moore

Adoption, Copyright, Estate Planning, Bankruptcy, Admiralty & Maritime

Status: In Good Standing Licensed: 52 Years

CONTACT

Fort Mc Coy, FL 32178

Stephen Philip Sapienza

Commercial Real Estate, Government, Estate Planning, Family Law

Status: In Good Standing Licensed: 53 Years

CONTACT

300 N State St, Bunnell, FL 32110

Tance E. Roberts

Tax, International Tax, Estate, Elder Law, Business

Status: In Good Standing

CONTACT

300 East Moody Boulevard, Bunnell, FL 32110

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.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

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.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

SUCCESSOR TRUSTEE

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

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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Seville Estate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

B. Paul Katz

Nord Lee Johnson

Jay Dudley Asbury

Lisa Kane Devitto

Tara J. Mason

George A Young

Joe Hill Pickens

Carl Jackson Moore

Stephen Philip Sapienza

Tance E. Roberts

TIPS

LEGAL TERMS

DISTRIBUTEE

RESIDUARY BENEFICIARY

SURVIVING SPOUSE'S TRUST

GENERATION-SKIPPING TRANSFER TAX

SPENDTHRIFT TRUST

BYPASS TRUST

TRUSTEE POWERS

PER STIRPES

SUCCESSOR TRUSTEE

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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