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David Agee
About | Practice Areas
Reid & Agee, PLLC
3633 26Th St W Bradenton, FL 34205» view map
Estate Law
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At Reid & Agee, PLLC, we are a new kind of law firm for a changing world. We are consistent, patient and professional, giving each new client the attention they deserve.

800-736-1091
1. David Agee Bradenton, FL
  Attorney at Law- FL, 2004
  Santa Clara University, J.D. 2003
2. AboutReid & Agee, PLLC
  Where you need to be
3. Practice AreasExpertise
  Estate Law
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Christopher J Torres

Civil Rights, Bankruptcy, Personal Injury, Family Law, Estate

Status: In Good Standing Licensed: 27 Years

CONTACT

15711 Ibisridge Drive, Lithia, FL 33547

Derek T. Matthews

General Practice

Status: In Good Standing Licensed: 8 Years

CONTACT

5476 Lithia Pinecrest Rd, Lithia, FL 33547

Donald B Linsky

Commercial Real Estate, International Tax, Estate Planning, Elder Law

Status: In Good Standing Licensed: 46 Years

CONTACT

1509 Sun City Center Plaza, Ruskin, FL 33573

Eugene F. Welper

General Practice

Status: In Good Standing Licensed: 52 Years

CONTACT

2017 East View Dr, Ruskin, FL 33573

Eugene F Welper

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 34 Years

CONTACT

2017 East View Dr, Ruskin, FL 33573

Gretchen- Elizabeth

Commercial Real Estate, Federal Appellate Practice, Estate Planning, Elder Law

Status: In Good Standing Licensed: 28 Years

CONTACT

Lithia, FL 33547

Jason Jose Goitia

Estate Planning, Business & Trade, Contract

Status: In Good Standing Licensed: 21 Years

CONTACT

12611 Lemon Pepper Dr, Riverview, FL 33578

Jay Cook

Commercial Real Estate, Real Estate, Estate Planning

Status: In Good Standing Licensed: 51 Years

CONTACT

6011 Burrowing Owl Place, Lithia, FL 33547

Jay Francis Cook

Commercial Real Estate, Real Estate, Estate Planning

Status: In Good Standing Licensed: 51 Years

CONTACT

6011 Burrowing Owl Place, Lithia, FL 33547

Jeanne Swan Scafella

General Practice

Status: In Good Standing

CONTACT

11134 Rodeo Ln, Riverview, FL 33579

800-923-0641

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LEGAL TERMS

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.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

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.

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.

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.

TRUSTEE POWERS

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

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

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.

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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Bowling Green Estate Lawyer, Florida

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

Christopher J Torres

Derek T. Matthews

Donald B Linsky

Eugene F. Welper

Eugene F Welper

Gretchen- Elizabeth

Jason Jose Goitia

Jay Cook

Jay Francis Cook

Jeanne Swan Scafella

TIPS

LEGAL TERMS

GENERATION-SKIPPING TRANSFER TAX

INTESTATE SUCCESSION

PER STIRPES

INTESTATE

DISCHARGE (OF PROBATE ADMINISTRATOR)

TRUSTEE POWERS

SWEARING MATCH

DISTRIBUTEE

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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