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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
  Where you need to be
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)

CONTACT

800-958-4350

308 13th St W, Bradenton, FL 34205

Daphane Dee Stevens

✓ VERIFIED

Divorce & Family Law, Accident & Injury, Motorcycle Accident, Estate, Criminal

A member of the Florida Bar since 2004, Daphane brings the knowledge and experience needed to represent clients in Probate, Family Law, and Personal I... (more)

CONTACT

941-748-2104

701 Manatee Ave 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)

CONTACT

800-948-9760

6151 Lake Osprey Dr Ste 300, Sarasota, FL 34240

Janelle L. Esposito

Business Organization, Estate Planning, Real Estate

Status: In Good Standing

CONTACT

601 12th Street West, Bradenton, FL 34205

Jack Wm. Windt, Esquire

Family Law, Wills & Probate, Construction, Securities

Status: In Good Standing

FREE CONSULTATION

CONTACT

2389 Ringling Boulevard, Sarasota, FL 34237

J. Allison Archbold

Tax, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

1515 Ringling Boulevard, Sarasota, FL 34236

Burton M. Romanoff

Business Organization, Estate Planning, Tax, Transactions

Status: In Good Standing

CONTACT

1819 Main Street, Sarasota, FL 34236

J. Ronald Skipper

Wills, Wills & Probate, Trusts, Estate Planning

Status: In Good Standing

CONTACT

1515 Ringling Boulevard, Sarasota, FL 34236

E. John Lopez

Corporate, Business Organization, Estate Administration, Estate Planning

Status: In Good Standing

CONTACT

1819 Main Street, Sarasota, FL 34236

Elizabeth A. Walch

Condominiums, Trusts, Estate Planning, Family Law

Status: In Good Standing

CONTACT

551 N. Cattleman Road, Sarasota, FL 34232

800-923-0641

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LEGAL TERMS

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

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.

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 DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

MARITAL LIFE ESTATE TRUST

See AB trust.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

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.

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

Daphane Dee Stevens

William Galarza

Janelle L. Esposito

Jack Wm. Windt, Esquire

J. Allison Archbold

Burton M. Romanoff

J. Ronald Skipper

E. John Lopez

Elizabeth A. Walch

TIPS

LEGAL TERMS

ABSTRACT OF TRUST

WILL

ESTATE PLANNING

DISTRIBUTEE

TRUST DEED

MARITAL LIFE ESTATE TRUST

RESIDUARY BENEFICIARY

CHARITABLE TRUST

PROPERTY CONTROL TRUST

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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