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Tallevast Estate Lawyer, Florida, page 4

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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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2. Email
3. Refer
5. Visit:
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7. Profile

Tonya Willis Pitts

Litigation, Trusts, Credit & Debt, Bankruptcy

Status: In Good Standing Licensed: 24 Years

1800 2nd St, Sarasota, FL 34236

George Henry Mazzarantani

Other, Commercial Real Estate, Estate Planning, Business

Status: In Good Standing Licensed: 34 Years

1800 2Nd St, Sarasota, FL 34236

Natalie Greenberg Coldiron

Commercial Real Estate, Real Estate, Estate Planning, Business

Status: In Good Standing Licensed: 12 Years

1800 2Nd St, Sarasota, FL 34236

Richard Weissfeld

International Trade, Trusts, Family Law, Personal Injury

Status: In Good Standing Licensed: 60 Years

1800 2Nd St, Sarasota, FL 34236

Gerald Franklin O'Brien

Estate, Guardianships & Conservatorships, Elder Law

Status: In Good Standing Licensed: 39 Years

1800 2nd Street, Sarasota, FL 34236

Edwin M Boyer

Commercial Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 47 Years

46 N Washington Blvd, Sarasota, FL 34236

Kelly Astrid Rodenas

Federal Appellate Practice, Trusts, Family Law, Civil Rights

Status: In Good Standing Licensed: 13 Years

46 N Washington Blvd, Sarasota, FL 34236

Kelly Rodenas

Federal Appellate Practice, Trusts, Family Law, Civil Rights

Status: In Good Standing

46 N Washington Blvd, Sarasota, FL 34236

Mary Alice Jackson

Trusts, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 33 Years

46 N Washington Blvd, Sarasota, FL 34236

Andrew Ray Boyer

Commercial Real Estate, Trusts, Guardianships & Conservatorships, Elder Law

Status: In Good Standing Licensed: 18 Years

46 N Washington Blvd, Sarasota, FL 34236

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LEGAL TERMS

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

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.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

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.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

CURATOR

See conservator.

MARITAL LIFE ESTATE TRUST

See AB trust.

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.'

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

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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