Myakka City Wills & Probate 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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2. Email
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Includes: Estate Administration, Living Wills, Wills

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

Jack Wm. Windt, Esquire

Family Law, Wills & Probate, Construction, Securities

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FREE CONSULTATION

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2389 Ringling Boulevard, Sarasota, FL 34237

Erin A. Itts

Real Estate, Wills & Probate, Estate, Divorce & Family Law

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355 West Venice Avenue, Venice, FL 34285

Richard V Lee

Bankruptcy & Debt, Criminal, Estate, Wills & Probate

Status: Licensed: 30 Years

CONTACT

Manatee Central Business Park Building, Bradenton, FL 34201

Rodney L Dillon

Wills, Trusts, Credit & Debt, Bankruptcy

Status: Licensed: 52 Years

CONTACT

4588 Cooper Rd, Sarasota, FL 34232

Rodney Duane Gerling

Estate Planning, Elder Law, Trusts, Estate, Wills

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6148 State Road 70 E, Bradenton, FL 34203

Mary E Van Winkle

Commercial Real Estate, Wills, Trusts, Business & Trade

Status: Licensed: 42 Years

CONTACT

3859 Bee Ridge Rd, Englewood, FL 34233

John Edward Brown

Litigation, Municipal, Wills & Probate, Business

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CONTACT

6150 53Rd Avenue East, Bradenton, FL 34203

Melvin Allan Fingerut

Commercial Real Estate, Wills, Estate Planning, Estate

Status: Licensed: 35 Years

CONTACT

4632 Stone Ridge Trl, Sarasota, FL 34232

Nicholas William Chipurnoi

Wills, Trusts, Estate, Elder Law

Status: Licensed: 12 Years

CONTACT

4343 Pasadena Cir, Englewood, FL 34233

800-814-6700

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LEGAL TERMS

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

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.

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.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

IRREVOCABLE TRUST

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

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

FUNDING A TRUST

Transferring ownership of property to a trust.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

After considering the Committee's proposals and reviewing the relevant legislation, we adopt all the Committee's proposals except the proposed amendment to subdivision (b) of rule 5.260. Consistent with statutory changes made by chapter 2010-132, section 3, Laws of ...

McCormick v. McCormick

... We have for review an order admitting to probate the Last Will and Testament of decedent Ferral Lee McCormick, Sr., but denying letters of administration to appellant Ferral Lee McCormick, Jr., whom the testate decedent had duly nominated as personal representative. ...

In re Guardianship of Shell

... VILLANTI, Judge. Lutheran Services Florida, Inc., the guardian of Bertha Shell, appeals from the probate court's order denying its objections to an earlier order that awarded Lutheran Services guardian's fees in an amount less than it requested. ...

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Myakka City Wills & Probate Lawyer, Florida

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

William Galarza

Jack Wm. Windt, Esquire

Erin A. Itts

Richard V Lee

Rodney L Dillon

Rodney Duane Gerling

Mary E Van Winkle

John Edward Brown

Melvin Allan Fingerut

Nicholas William Chipurnoi

TIPS

LEGAL TERMS

QDOT TRUST

PETITION

PROPERTY CONTROL TRUST

CERTIFIED COPY

IRREVOCABLE TRUST

RULE AGAINST PERPETUITIES

SWEARING MATCH

FUNDING A TRUST

SPENDTHRIFT TRUST

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

McCormick v. McCormick

In re Guardianship of Shell

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