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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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Jack Wm. Windt, Esquire

Family Law, Wills & Probate, Construction, Securities

Status: In Good Standing

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2389 Ringling Boulevard, Sarasota, FL 34237

Marc Soss

Estate Planning, Estate, Business Organization, Business

Status: In Good Standing

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2070 Ringling Blvd, Sarasota, FL 34237

Sheryl Ann Edwards

Real Estate, Estate, Estate Administration

Status: In Good Standing Licensed: 29 Years

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500 S. Washington Blvd., Sarasota, FL 34236

Philip Filosa

Commercial Real Estate, Trusts, Elder Law, Contract

Status: In Good Standing Licensed: 50 Years

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852 Alderwood Way, Sarasota, FL 34243

Richard Howard Jackerson

Trusts, Commercial Real Estate, Guardianships & Conservatorships, Estate Planning

Status: In Good Standing Licensed: 41 Years

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313 Bryn Mawr Is, Bradenton, FL 34207

Percy Allen Schofield

Commercial Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 50 Years

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1429 60Th Ave W, Bradenton, FL 34207

Melanie Lynn DeLeon-Thompson

Health Care Other, Health Care, Wills & Probate, Trusts

Status: In Good Standing Licensed: 13 Years

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1429 60Th Ave W, Bradenton, FL 34207

Kathleen J Herbach

Trusts, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 23 Years

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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

Mishele Bratman Schutz

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 41 Years

CONTACT

6408 Parkland Dr, Sarasota, FL 34243

800-923-0641

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LEGAL TERMS

MARITAL LIFE ESTATE TRUST

See AB 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.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

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.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

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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Tallevast Estate Lawyer, Florida

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

Jack Wm. Windt, Esquire

Marc Soss

Sheryl Ann Edwards

Philip Filosa

Richard Howard Jackerson

Percy Allen Schofield

Melanie Lynn DeLeon-Thompson

Kathleen J Herbach

Mary Anne Mcclure Spencer

Mishele Bratman Schutz

TIPS

LEGAL TERMS

MARITAL LIFE ESTATE TRUST

DISTRIBUTEE

TRUST CORPUS

SURVIVING SPOUSE'S TRUST

ADMINISTRATRIX

INHERITANCE TAXES

QTIP TRUST

DISINHERIT

CONTINGENT BENEFICIARY

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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