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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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Edwin M Boyer

Commercial Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 46 Years

CONTACT

46 N Washington Blvd, Sarasota, FL 34236

Mary Alice Jackson

Trusts, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 33 Years

CONTACT

46 N Washington Blvd, Sarasota, FL 34236

Andrew Ray Boyer

Commercial Real Estate, Trusts, Guardianships & Conservatorships, Elder Law

Status: In Good Standing Licensed: 18 Years

CONTACT

46 N Washington Blvd, Sarasota, FL 34236

Natalie Anne Greenberg

Trusts, Trade Associations, Landlord-Tenant, Family Medical Leave Act (FMLA)

Status: In Good Standing

CONTACT

2033 Main Street, Sarasota, FL 34237

Christopher Douglas Smith

Trusts, Estate Planning, Elder Law, Bankruptcy, Personal Injury

Status: In Good Standing

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1561 Lakefront Dr, Bradenton, FL 34240

Sherri Lynn Johnson

Litigation, International Tax, Trusts, Bankruptcy

Status: In Good Standing

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Sarasota, FL 34276

Margaret Rowell Good

Litigation, Federal Trial Practice, Trusts, Civil Rights

Status: In Good Standing Licensed: 12 Years

CONTACT

Sarasota, FL 34277

Shelli Sabrina Freeland Eddie

Litigation, Wills, Trusts, Family Law, Criminal

Status: In Good Standing Licensed: 20 Years

CONTACT

Sarasota, FL 34230

Elizabeth J Barber

Wills & Probate, Trusts, Estate, Civil & Human Rights

Status: In Good Standing Licensed: 16 Years

CONTACT

Sarasota, FL 34230

John J. Lyons

Real Estate, Wills, Wills & Probate, Trusts

Status: In Good Standing

CONTACT

1605 Main St, Sarasota, FL 34236

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.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

FAILURE OF ISSUE

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

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

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.

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

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.

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 5

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

Edwin M Boyer

Mary Alice Jackson

Andrew Ray Boyer

Natalie Anne Greenberg

Christopher Douglas Smith

Sherri Lynn Johnson

Margaret Rowell Good

Shelli Sabrina Freeland Eddie

Elizabeth J Barber

John J. Lyons

TIPS

LEGAL TERMS

AUGMENTED ESTATE

EXECUTOR

FAILURE OF ISSUE

INCOMPETENCE

ACCUMULATION TRUST

PUBLIC ADMINISTRATOR

INTER VIVOS TRUST

FAMILY ALLOWANCE

RESIDUARY BENEFICIARY

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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