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

Mallory Renee Bennett

Estate, Employment, Wills & Probate, Civil Rights, Personal Injury

Status: In Good Standing Licensed: 8 Years

CONTACT

1330 Thomasville Rd, Tallahassee, FL 32303

Donald A Pumphrey

Wills & Probate, Wrongful Termination, DUI-DWI, Criminal, Civil Rights

Status: In Good Standing

CONTACT

553 E Tennessee St, Tallahassee, FL 32308

George E Lewis

Commercial Real Estate, Federal Appellate Practice, Wills, Trusts

Status: In Good Standing Licensed: 57 Years

CONTACT

203 N Gadsden St, Tallahassee, FL 32301

Brandon Anthony Blake

Federal Trial Practice, Wills & Probate, Life & Health

Status: In Good Standing Licensed: 11 Years

CONTACT

117 S Gadsden St, Tallahassee, FL 32301

800-923-0641

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LEGAL TERMS

SUCCESSOR TRUSTEE

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

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

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.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

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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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

Mallory Renee Bennett

Donald A Pumphrey

George E Lewis

Brandon Anthony Blake

TIPS

LEGAL TERMS

SUCCESSOR TRUSTEE

AB TRUST

HOLOGRAPHIC WILL

HEIR AT LAW

ACCUMULATION TRUST

BENEFICIARY

DISCHARGE (OF PROBATE ADMINISTRATOR)

HEIR APPARENT

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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