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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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David Mark Silberstein

Landlord-Tenant, Estate, Banking & Finance

Status: In Good Standing

CONTACT

Sarasota, FL 34230

Scarlett R. Guy

Wills & Probate, Trusts, Estate, Estate Planning

Status: In Good Standing Licensed: 22 Years

CONTACT

2170 Main St, Sarasota, FL 34237

Ira Stewart Wiesner

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

Status: In Good Standing Licensed: 48 Years

CONTACT

328 N Rhodes Ave, Sarasota, FL 34237

Mark Alan Schwartz

Commercial Real Estate, Lawsuit & Dispute, Federal Trial Practice, Estate Planning

Status: In Good Standing

CONTACT

200 S Orange Ave, Sarasota, FL 34236

Douglas John Elmore

Tax, Commercial Real Estate, International Tax, Estate Planning

Status: In Good Standing

CONTACT

200 S Orange Ave, Sarasota, FL 34236

Kraig Hill Koach

Commercial Real Estate, Trusts, Estate Planning, Business

Status: In Good Standing

CONTACT

2750 Ringling Blvd, Sarasota, FL 34237

Jo Ann Marie Koontz

Commercial Real Estate, International Tax, Estate Planning

Status: In Good Standing Licensed: 18 Years

CONTACT

1613 Fruitville Rd, Sarasota, FL 34236

Rodney Duane Gerling

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

6148 State Road 70 E, Bradenton, FL 34203

William Lee Mcginness

Commercial Real Estate, International Tax, Trusts, Estate Planning

Status: In Good Standing Licensed: 39 Years

CONTACT

1800 2Nd St, Sarasota, FL 34236

William Lee Mcginness

Tax, International Tax, Trusts, Estate Planning

Status: In Good Standing

CONTACT

1800 2Nd St, Sarasota, FL 34236

800-923-0641

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LEGAL TERMS

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

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.

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.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

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.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

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, page 3

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

David Mark Silberstein

Scarlett R. Guy

Ira Stewart Wiesner

Mark Alan Schwartz

Douglas John Elmore

Kraig Hill Koach

Jo Ann Marie Koontz

Rodney Duane Gerling

William Lee Mcginness

William Lee Mcginness

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LEGAL TERMS

HOLOGRAPHIC WILL

IN TERROREM

SELF-PROVING WILL

HEIR AT LAW

LIVING TRUST

ACCUMULATION TRUST

HEIR APPARENT

INCOMPETENCE

GROSS ESTATE

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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