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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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Robert Green Blalock

Commercial Real Estate, Trusts, Elder Law, Business & Trade

Status: In Good Standing

CONTACT

802 11Th St W, Bradenton, FL 34205

Faith Zettlemoyer Lodder

Wills, Trusts, Family Law

Status: In Good Standing Licensed: 20 Years

CONTACT

1001 3Rd Ave W, Bradenton, FL 34205

Vanessa Ayala

Trusts, Family Law, Juvenile Law, Wills

Status: In Good Standing

CONTACT

1051 Manatee Ave W, Bradenton, FL 34205

Faith Z. Brown

Mediation, Wills, Trusts, Family Law

Status: In Good Standing Licensed: 20 Years

CONTACT

1001 3Rd Ave W, Bradenton, FL 34205

Jami Carrel Worley

Trusts, Estate Planning, Guardianships & Conservatorships, Elder Law

Status: In Good Standing Licensed: 7 Years

CONTACT

4916 26Th St W, Bradenton, FL 34207

James Richard White

International, Wills & Probate, Trusts, Estate

Status: In Good Standing Licensed: 28 Years

CONTACT

The Law Office of James White, Bradenton, FL 34280

Sean Patrick Flynn

Commercial Real Estate, Trusts, Employee Rights, Corporate

Status: In Good Standing Licensed: 12 Years

CONTACT

Bradenton, FL 34206

Richard Barton Ray

Real Estate, Litigation, Trusts, Estate, Divorce & Family Law

Status: In Good Standing

CONTACT

6108 26Th St W, Bradenton, FL 34207

Daniel Marc Plonsky

Trusts, Family Law, Elder Law, Business & Trade

Status: In Good Standing Licensed: 21 Years

CONTACT

3765 Oak Grove Dr, Sarasota, FL 34243

William Donovan Shaffer

Trusts, Guardianships & Conservatorships, Criminal, Elder Law

Status: In Good Standing Licensed: 16 Years

CONTACT

2812 Manatee Ave W, Bradenton, FL 34205

800-923-0641

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LEGAL TERMS

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

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.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

IRREVOCABLE TRUST

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

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

SAMPLE LEGAL CASES

Doe v. Doe

... [1] The trusts administered by the Trustees include class gifts to the grandchildren of the settlors, Chester P. Doe, Jr. (Chester Jr.) and Eleanor Warren Doe (Eleanor). ... I. THE FACTS. A. The Trusts. On June 28, 1988, Chester Jr. ...

Parker v. Shullman

... Each of these trusts had sub-trusts for her daughter Lauri and granddaughter Cassie. Barbara designated 645 Shullman as the successor trustee of all of the trusts. ... When Barbara died, Shullman became trustee of the trusts. ...

Timmons v. Ingrahm

... In his will, Frank Sr. created two trusts: the Timmons Family Trust ("Family Trust") and the Timmons Marital Trust ("Marital Trust"). [1] The Timmons Family Trust was valued at $650,000. ... Myrtle was the sole income beneficiary of the trusts during her lifetime. ...

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Bradenton Trusts Lawyer, Florida, page 4

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

Robert Green Blalock

Faith Zettlemoyer Lodder

Vanessa Ayala

Faith Z. Brown

Jami Carrel Worley

James Richard White

Sean Patrick Flynn

Richard Barton Ray

Daniel Marc Plonsky

William Donovan Shaffer

TIPS

LEGAL TERMS

AUGMENTED ESTATE

INVENTORY

OFFICER

FAILURE OF ISSUE

NONPROBATE

TRUST MERGER

IRREVOCABLE TRUST

LIFE BENEFICIARY

LAPSE

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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