Arcadia Estate Planning 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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Includes: Gift Taxation

Danielle Lynn Brewer

Estate Planning

Status: In Good Standing Licensed: 12 Years

CONTACT

115 E Oak St, Arcadia, FL 34266

Guy Alan Flowers

General Practice

Status: In Good Standing

CONTACT

115 E Oak St, Arcadia, FL 34266

Eugene Ellis Waldron

Estate Planning, Business, Commercial Real Estate, Wills & Probate

Status: In Good Standing

CONTACT

124 North Brevard Avenue, Arcadia, FL 34266

Paul B. Seusy

Litigation, Wills & Probate, Estate Planning, Divorce & Family Law

Status: In Good Standing

CONTACT

203 West Oak Street, Arcadia, FL 34266

Thomas W Garrard

Commercial Real Estate, Trusts, Estate Planning, Corporate

Status: In Good Standing Licensed: 58 Years

CONTACT

27202 Harbour Oaks Blvd, Punta Gorda, FL 33983

Guy Alan Flowers

Elder Law, Estate Planning, Trusts

Status: In Good Standing Licensed: 21 Years

CONTACT

12653 SW County Road 769, Arcadia, FL 34269

Kenneth A Hancock

Estate Planning, Insurance, Personal Injury, Accident & Injury

Status: In Good Standing

CONTACT

12653 SW County Road 769, Arcadia, FL 34269

Cynthia Sue Murphy

Commercial Real Estate, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 34 Years

CONTACT

23165 Hammond Ave, Port Charlotte, FL 33954

Jean M Finks

Commercial Real Estate, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 35 Years

CONTACT

22128 Lancaster Ave, Port Charlotte, FL 33952

Arlene C. Chase

Estate Planning, Elder Law, Commercial Real Estate, Business, Trusts

Status: In Good Standing Licensed: 23 Years

CONTACT

21216 Olean Blvd, Port Charlotte, FL 33952

800-923-0641

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LEGAL TERMS

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

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.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

TESTAMENTARY TRUST

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

SURROGATE COURT

See probate court.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

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.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

SAMPLE LEGAL CASES

Brundage v. Bank of America

... disputed transfers from the trust. Dorothy Gutsgell and her husband, who had no children of their own, executed a series of estate planning documents, using the law firm of Ruden McClosky for their planning. In 1992 Dorothy, as ...

Yang Enterprises, Inc. v. Georgalis

... Petitioners filed suit against Respondent for trade secret theft, tortious interference with a business relationship, and trade libel. In 1999, Petitioners retained Anthony Palma, an attorney in Broad and Cassel's Orlando office, for estate planning services. ...

Wheeler v. Powers

... In 2000, Dorothy L. Powers and her husband, Albert Powers, retained Kenneth B. Wheeler, an estates and trust attorney, to prepare estate planning documents. ... [1]. On December 20, 2004, Dorothy created several new estate planning documents through a different attorney. ...

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Arcadia Estate Planning Lawyer, Florida

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

Danielle Lynn Brewer

Guy Alan Flowers

Eugene Ellis Waldron

Paul B. Seusy

Thomas W Garrard

Guy Alan Flowers

Kenneth A Hancock

Cynthia Sue Murphy

Jean M Finks

Arlene C. Chase

TIPS

LEGAL TERMS

SUCCESSION

CONSERVATOR

PROVING A WILL

TESTAMENTARY TRUST

SURROGATE COURT

INTESTATE SUCCESSION

CERTIFIED COPY

SPECIAL ADMINISTRATOR

ACCUMULATION TRUST

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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