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David Agee
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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
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3. Practice AreasExpertise
  Estate Law
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David Wayne Wilcox

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Estate, Real Estate, Business, Estate Planning, Mediation

With an office only two blocks from the Manatee County Courthouse, I enjoy being in the heart of downtown and close to the river. It reminds me of how... (more)

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800-958-4350

308 13th St W, Bradenton, FL 34205

William Galarza

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Divorce & Family Law, Criminal, Bankruptcy & Debt, Estate, Wills & Probate

Finishing his undergraduate degree at The State University of New York at Oswego, William Galarza went on to St. John’s University to earn his Juris... (more)

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800-948-9760

6151 Lake Osprey Dr Ste 300, Sarasota, FL 34240

Jack Wm. Windt, Esquire

Family Law, Wills & Probate, Construction, Securities

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2389 Ringling Boulevard, Sarasota, FL 34237

J. Ronald Skipper

Wills, Wills & Probate, Trusts, Estate Planning

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1515 Ringling Boulevard, Sarasota, FL 34236

J. Allison Archbold

Tax, Wills, Trusts, Estate Planning

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1515 Ringling Boulevard, Sarasota, FL 34236

E. John Lopez

Corporate, Business Organization, Estate Administration, Estate Planning

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1819 Main Street, Sarasota, FL 34236

Elizabeth A. Walch

Condominiums, Trusts, Estate Planning, Family Law

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551 N. Cattleman Road, Sarasota, FL 34232

William Denton Slicker

Wills & Probate

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4554 Central Avenue, Saint Petersburg, FL 33711

Robert W. Fisher (Retired)

Estate Planning, Trusts

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1000 16th Street North, Saint Petersburg, FL 33705

Derek A. DiPasquale

Real Estate, Lawsuit & Dispute, Estate, Contract, Landlord-Tenant

Status: Licensed: 21 Years

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435 12th Street West, STE 209, Bradenton, FL 34205

800-814-6700

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LEGAL TERMS

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

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.

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.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

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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Bradenton Estate Lawyer, Florida

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

David Wayne Wilcox

William Galarza

Jack Wm. Windt, Esquire

J. Ronald Skipper

J. Allison Archbold

E. John Lopez

Elizabeth A. Walch

William Denton Slicker

Robert W. Fisher (Retired)

Derek A. DiPasquale

TIPS

LEGAL TERMS

GRANTOR

PROPERTY CONTROL TRUST

PETITION

DISTRIBUTEE

TAKING AGAINST THE WILL

OFFICER

GENERATION-SKIPPING TRUST

PERSONAL PROPERTY

CONSERVATOR

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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