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David Agee
About | Practice Areas
Reid & Agee, PLLC
3633 26Th St W Bradenton, FL 34205» view map
Estate Law
Where You Need to Be

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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Kathleen J Herbach

Trusts, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 23 Years

CONTACT

1429 60th Ave W, Bradenton, FL 34207

Percy Allen Schofield

Commercial Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 50 Years

CONTACT

1429 60Th Ave W, Bradenton, FL 34207

Mary Anne Mcclure Spencer

Real Estate, Wills, Trusts, Estate, Elder Law

Status: In Good Standing Licensed: 38 Years

CONTACT

1429 60Th Ave W, Bradenton, FL 34207

Curtis Devonne Hamlin

Tax, Residential Real Estate, Commercial Real Estate, Wills & Probate, Car Accident

Status: In Good Standing

CONTACT

1205 Manatee Ave W, Bradenton, FL 34205

Jason Michael DePaola

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

Status: In Good Standing

CONTACT

1205 Manatee Ave W, Bradenton, FL 34205

Gregory J. Porges

Commercial Real Estate, Trusts, Corporate, Business

Status: In Good Standing

CONTACT

1205 Manatee Ave W, Bradenton, FL 34205

Mishele Bratman Schutz

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 41 Years

CONTACT

6408 Parkland Dr, Sarasota, FL 34243

Charles Jerome Pratt

Commercial Real Estate, Real Estate, Estate Planning, Business

Status: In Good Standing

CONTACT

1206 Manatee Ave W, Bradenton, FL 34205

George Joseph Harrison

Tax, Commercial Real Estate, Estate Planning, Car Accident

Status: In Good Standing

CONTACT

1206 Manatee Ave W, Bradenton, FL 34205

David Robert Hoyle

Dispute Resolution, State Trial Practice, Trusts, Business

Status: In Good Standing Licensed: 38 Years

CONTACT

1206 Manatee Ave W, Bradenton, FL 34205

800-923-0641

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LEGAL TERMS

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.

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.

CURATOR

See conservator.

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.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving 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 capita, Julie and the two grandchildren will each take a third. If, on the other hand, 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).

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

SUCCESSOR TRUSTEE

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

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

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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Bradenton Estate Lawyer, Florida, page 4

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

Kathleen J Herbach

Percy Allen Schofield

Mary Anne Mcclure Spencer

Curtis Devonne Hamlin

Jason Michael DePaola

Gregory J. Porges

Mishele Bratman Schutz

Charles Jerome Pratt

George Joseph Harrison

David Robert Hoyle

TIPS

LEGAL TERMS

LAPSE

BYPASS TRUST

CURATOR

SPECIFIC BEQUEST

PER CAPITA

HEIR AT LAW

INVENTORY

SUCCESSOR TRUSTEE

INHERIT

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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