Tallahassee 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

Jerry Lewis

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Real Estate, Credit & Debt, Wills & Probate

Jerry Lewis is a highly experienced lawyer based in Tallahassee, Florida, with a strong focus on real estate matters. With years of experience in the ... (more)

CONTACT

850-878-1298

3633 Ox Hill Ct, Tallahassee, FL 32308

Kathryn A. Hathaway

Consumer Rights, Criminal, Foreclosure, Estate Planning, Wills & Probate

Status: In Good Standing

CONTACT

115 West 4th Avenue, Tallahassee, FL 32303

Gail Raulerson Cheatwood

Social Security -- Disability, Government Agencies, Wills & Probate, Family Law

Status: In Good Standing

FREE CONSULTATION

CONTACT

707 East Park Avenue, Tallahassee, FL 32301

Amy Mason Collins

Estate Administration, Gift Taxation, Estate Planning, Elder Law

Status: In Good Standing

FREE CONSULTATION

CONTACT

1709 Hermitage Blvd., Tallahassee, FL 32308

Robert C. Bruner

Wills & Probate, Franchising, Business Organization, Collection

Status: In Good Standing

FREE CONSULTATION

CONTACT

215 Delta Court, Tallahassee, FL 32303

Paul F Hartsfield

Animal Bite, Estate Administration, Estate Planning, Living Wills

Status: In Good Standing

CONTACT

4913 North Monroe Street, Tallahassee, FL 32303

Anna Farley Foster

Landlord-Tenant, Mediation, Wills & Probate, Divorce & Family Law

Status: In Good Standing Licensed: 10 Years

CONTACT

210 South Monroe Street, Tallahassee, FL 32302

Timothy Joseph Warfel

Ethics, Real Estate, Wills, Family Law

Status: In Good Standing Licensed: 47 Years

CONTACT

Tallahassee, FL 32317

Terrence Theodore Dariotis

Wills & Probate, Trusts, Estate

Status: In Good Standing Licensed: 49 Years

CONTACT

1695 Metropolitan Cir, Tallahassee, FL 32308

Stuart E. Goldberg

International Tax, Wills & Probate, Estate, Elder Law, Business Organization

Status: In Good Standing Licensed: 41 Years

CONTACT

Tallahassee, FL 32317

800-923-0641

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LEGAL TERMS

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.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

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.'

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

CERTIFICATION OF TRUST

See abstract of trust.

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 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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Tallahassee Wills & Probate Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Jerry Lewis

Kathryn A. Hathaway

Gail Raulerson Cheatwood

Amy Mason Collins

Robert C. Bruner

Paul F Hartsfield

Anna Farley Foster

Timothy Joseph Warfel

Terrence Theodore Dariotis

Stuart E. Goldberg

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LEGAL TERMS

SPECIFIC BEQUEST

GRANTOR RETAINED INCOME TRUST

INCOMPETENCE

CONSERVATOR

RESIDUARY ESTATE

HOLOGRAPHIC WILL

PUBLISHED WORK

CERTIFICATION OF TRUST

LAPSE

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

McCormick v. McCormick

In re Guardianship of Shell

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