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
Where You Need to Be

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

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.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

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.

TITLE COMPANY

A company that issues title insurance.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

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.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

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

ACCUMULATION TRUST

ANCILLARY PROBATE

PROVING A WILL

TITLE COMPANY

BENEFICIARY

PROPERTY CONTROL TRUST

LETTERS TESTAMENTARY

DEATH TAXES

BEQUEATH

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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