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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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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

Adam Mohammadbhoy

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

Status: In Good Standing

CONTACT

202 12Th Street W., Bradenton, FL 34205

Catherine Zoller Mackey

Other, Commercial Real Estate, Federal Appellate Practice, Estate Planning, Employment

Status: In Good Standing Licensed: 38 Years

CONTACT

1402 3Rd 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

Charles Jerome Pratt

Commercial Real Estate, Real Estate, Estate Planning, Business

Status: In Good Standing

CONTACT

1206 Manatee Ave W, Bradenton, FL 34205

Stephen Richard Dye

Commercial Real Estate, Real Estate, Estate Planning, Business

Status: In Good Standing Licensed: 41 Years

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

Geoffrey Kemble Nichols

Commercial Real Estate, Federal Trial Practice, State and Local, Estate Planning

Status: In Good Standing Licensed: 26 Years

CONTACT

1112 Manatee Ave W, Bradenton, FL 34205

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

Leslie Horton Gladfelter

Commercial Real Estate, Land Use & Zoning, Estate Planning, Business

Status: In Good Standing

CONTACT

1023 Manatee Ave W, Bradenton, FL 34205

800-923-0641

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LEGAL TERMS

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

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.

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.

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.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

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.

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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Palmetto Estate Lawyer, Florida, page 2

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

Kimberly A. Bald

Adam Mohammadbhoy

Catherine Zoller Mackey

George Joseph Harrison

Charles Jerome Pratt

Stephen Richard Dye

David Robert Hoyle

Geoffrey Kemble Nichols

Curtis Devonne Hamlin

Leslie Horton Gladfelter

TIPS

LEGAL TERMS

PROBATE

DEATH TAXES

SELF-PROVING WILL

SUCCESSION

BYPASS TRUST

DISTRIBUTEE

DISCHARGE (OF PROBATE ADMINISTRATOR)

IN TERROREM

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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