Bradenton Trusts Lawyer, Florida, page 5

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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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James Ryan Chandler

Real Estate, Trusts, Business & Trade, Business

Status: In Good Standing Licensed: 49 Years

FREE CONSULTATION

CONTACT

323 10Th Ave W, Palmetto, FL 34221

Wanda Mui

Trusts, Estate, Divorce & Family Law, Accident & Injury

Status: In Good Standing Licensed: 40 Years

CONTACT

3639 Cortez Rd W, Bradenton, FL 34210

Ernie C Lisch

Real Estate, Wills & Probate, Trusts, Estate, Guardianships & Conservatorships

Status: In Good Standing Licensed: 43 Years

CONTACT

3007 Manatee Avenue West, Bradenton, FL 34205

Jeffrey Scott Goethe

Estate Administration, Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 34 Years

CONTACT

3119 Manatee Ave W, Bradenton, FL 34205

Richard Howard Jackerson

Trusts, Commercial Real Estate, Guardianships & Conservatorships, Estate Planning

Status: In Good Standing Licensed: 41 Years

CONTACT

313 Bryn Mawr Is, Bradenton, FL 34207

James M Wallace

Real Estate, Contract, Trusts

Status: Deceased Licensed: 74 Years

CONTACT

Bradenton, FL 34206

Anne Sheffler Douglass

Commercial Real Estate, Trusts, Estate Planning, Child Custody, Elder Law

Status: In Good Standing Licensed: 47 Years

CONTACT

4501 Manatee Ave W, Bradenton, FL 34209

Robert Franklin Klueger

Tax, International Tax, International, Trusts

Status: Inactive Licensed: 35 Years

CONTACT

8180 Collingwood Ct, Bradenton, FL 34201

Robert Matthew Elliott

General Practice

Status: In Good Standing Licensed: 19 Years

CONTACT

5105 Manatee Ave W, Bradenton, FL 34209

Marla Stewart Owczarek

Wills & Probate, Trusts, Commercial Real Estate

Status: In Good Standing Licensed: 20 Years

CONTACT

6718 Oakmont Way, Bradenton, FL 34202

800-923-0641

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LEGAL TERMS

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.

SURROGATE COURT

See probate court.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

CERTIFICATION OF TRUST

See abstract of trust.

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.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross 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 5

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

James Ryan Chandler

Wanda Mui

Ernie C Lisch

Jeffrey Scott Goethe

Richard Howard Jackerson

James M Wallace

Anne Sheffler Douglass

Robert Franklin Klueger

Robert Matthew Elliott

Marla Stewart Owczarek

TIPS

LEGAL TERMS

ANCILLARY PROBATE

SURROGATE COURT

SURVIVING SPOUSE'S TRUST

ABSTRACT OF TRUST

CERTIFICATION OF TRUST

SWEARING MATCH

CONTINGENT BENEFICIARY

PRETERMITTED HEIR

GROSS ESTATE

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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