Tallevast Trusts Lawyer, Florida

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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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Daniel Marc Plonsky

Trusts, Family Law, Elder Law, Business & Trade

Status: In Good Standing Licensed: 21 Years

CONTACT

3765 Oak Grove Dr, Sarasota, FL 34243

Richard Howard Jackerson

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

Status: In Good Standing Licensed: 41 Years

CONTACT

313 Bryn Mawr Is, Bradenton, FL 34207

Melanie Lynn DeLeon-Thompson

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

Status: In Good Standing Licensed: 13 Years

CONTACT

1429 60Th Ave W, Bradenton, FL 34207

Allan F Baily

Aviation, Federal Trial Practice, Trusts, Family Law

Status: In Good Standing

CONTACT

46 N Washington Blvd, Sarasota, FL 34236

Taso Michael Milonas

International Tax, Trusts, Civil Rights, Corporate

Status: In Good Standing

CONTACT

1348 Fruitville Rd, Sarasota, FL 34236

Jessica Wright

Corporate, Family Law, Trusts, Commercial Real Estate

Status: In Good Standing Licensed: 14 Years

CONTACT

5623 Key Largo Ct, Bradenton, FL 34203

Elliott Lamar Dozier

International Tax, Trusts, Elder Law, Business & Trade

Status: In Good Standing Licensed: 21 Years

CONTACT

2407 Fruitville Rd, Sarasota, FL 34237

David Mark Silberstein

Trusts, Contract, International Tax, Estate Planning

Status: In Good Standing

CONTACT

Sarasota, FL 34230

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

Kraig Hill Koach

Commercial Real Estate, Trusts, Estate Planning, Business

Status: In Good Standing

CONTACT

2750 Ringling Blvd, Sarasota, FL 34237

800-923-0641

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LEGAL TERMS

NET ESTATE

The value of all property owned at death less liabilities or debts.

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.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

TRUSTEE POWERS

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

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

SAMPLE LEGAL CASES

Doe v. Doe

... [1] The trusts administered by the Trustees include class gifts to the grandchildren of the settlors, Chester P. Doe, Jr. (Chester Jr.) and Eleanor Warren Doe (Eleanor). ... I. THE FACTS. A. The Trusts. On June 28, 1988, Chester Jr. ...

Parker v. Shullman

... Each of these trusts had sub-trusts for her daughter Lauri and granddaughter Cassie. Barbara designated 645 Shullman as the successor trustee of all of the trusts. ... When Barbara died, Shullman became trustee of the trusts. ...

Timmons v. Ingrahm

... In his will, Frank Sr. created two trusts: the Timmons Family Trust ("Family Trust") and the Timmons Marital Trust ("Marital Trust"). [1] The Timmons Family Trust was valued at $650,000. ... Myrtle was the sole income beneficiary of the trusts during her lifetime. ...

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Tallevast Trusts Lawyer, Florida

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

Daniel Marc Plonsky

Richard Howard Jackerson

Melanie Lynn DeLeon-Thompson

Allan F Baily

Taso Michael Milonas

Jessica Wright

Elliott Lamar Dozier

David Mark Silberstein

Ira Stewart Wiesner

Kraig Hill Koach

TIPS

LEGAL TERMS

NET ESTATE

SURVIVING SPOUSE'S TRUST

EXECUTOR

TRUSTEE POWERS

ESTATE TAXES

ADMINISTRATION (OF AN ESTATE)

GRANTOR RETAINED INCOME TRUST

ESTATE PLANNING

TESTAMENTARY TRUST

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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