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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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Robert Green Blalock

Commercial Real Estate, Trusts, Elder Law, Business & Trade

Status: In Good Standing

CONTACT

802 11Th St W, Bradenton, FL 34205

Stephen Gregory Perry

Commercial Real Estate, Intellectual Property, Estate Planning, Banking & Finance

Status: In Good Standing

CONTACT

802 11Th St W, Bradenton, FL 34205

William Cloud Robinson

Commercial Real Estate, Land Use & Zoning, State and Local, Estate Planning

Status: In Good Standing

CONTACT

802 11Th St W, Bradenton, FL 34205

Faith Zettlemoyer Lodder

Wills, Trusts, Family Law

Status: In Good Standing Licensed: 20 Years

CONTACT

1001 3Rd Ave W, Bradenton, FL 34205

Charles Franklin Johnson

Commercial Real Estate, Intellectual Property, Federal Trial Practice, Estate Planning

Status: In Good Standing

CONTACT

802 11Th St W, Bradenton, FL 34205

Amanda Catherine Smith

Commercial Real Estate, Estate Planning, Criminal, Contract

Status: In Good Standing Licensed: 11 Years

CONTACT

802 11Th St W, Bradenton, FL 34205

Matthew Robert Plummer

Commercial Real Estate, Intellectual Property, Estate Planning, Banking & Finance

Status: In Good Standing

CONTACT

802 11Th St W, Bradenton, FL 34205

Adam Mohammadbhoy

Litigation, Lawsuit & Dispute, Wills & Probate, Estate Planning, Accident & Injury

Status: In Good Standing

CONTACT

202 12Th Street W., Bradenton, FL 34205

Kimberly A. Bald

Commercial Real Estate, Federal Trial Practice, Federal, Estate Planning, Divorce & Family Law

Status: In Good Standing

CONTACT

202 12Th St W, Bradenton, FL 34205

James Emery Lynch

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

Status: In Good Standing Licensed: 17 Years

CONTACT

202 Old Main St, Bradenton, FL 34205

800-923-0641

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LEGAL TERMS

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

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.

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.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

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 5

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

Robert Green Blalock

Stephen Gregory Perry

William Cloud Robinson

Faith Zettlemoyer Lodder

Charles Franklin Johnson

Amanda Catherine Smith

Matthew Robert Plummer

Adam Mohammadbhoy

Kimberly A. Bald

James Emery Lynch

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LEGAL TERMS

TRUSTEE

PROPERTY CONTROL TRUST

KINDRED

ABSTRACT OF TRUST

GENERATION-SKIPPING TRANSFER TAX

ACCUMULATION TRUST

SUMMARY PROBATE

INHERITANCE TAXES

LETTERS TESTAMENTARY

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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