Bradenton Trusts Lawyer, Florida, page 6

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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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Marla Stewart Owczarek

Wills & Probate, Trusts, Commercial Real Estate

Status: In Good Standing Licensed: 20 Years

CONTACT

6718 Oakmont Way, Bradenton, FL 34202

Donna Dikman Dubinsky

Medicare & Medicaid, Trusts, Divorce & Family Law, Criminal

Status: In Good Standing Licensed: 35 Years

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5216 Horizon Cove, Bradenton, FL 34211

Brett Leigh Buggeln

Mediation, Trusts, Family Law, Personal Injury

Status: In Good Standing

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8916 77Th Terrace East, Bradenton, FL 34202

Anthony Dominic Bartirome

Commercial Real Estate, International Tax, Wills, Trusts

Status: In Good Standing

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4215 Overture Cir, Bradenton, FL 34209

Edward John Lopez

Commercial Real Estate, International Tax, Trusts, Corporate

Status: In Good Standing

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7612 Lake Vista Ct, Bradenton, FL 34202

Michael John Quicker

Estate Planning, International Tax, Commercial Real Estate, Business, Trusts

Status: In Good Standing Licensed: 41 Years

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10530 Boardwalk Loop, Bradenton, FL 34202

Gregory A Kaiser

Litigation, Trusts, Elder Law, Life & Health

Status: In Good Standing Licensed: 30 Years

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6751 Professional Pkwy W, Bradenton, FL 34240

Joseph Lewis Najmy

International Tax, Trusts, Elder Law, Corporate

Status: In Good Standing Licensed: 35 Years

CONTACT

6320 Venture Dr, Bradenton, FL 34202

Edward J Lopacki

Wills, Trusts, Elder Law

Status: In Good Standing Licensed: 44 Years

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Bradenton, FL 34280

John Paul Stclair

General Practice

Status: Inactive Licensed: 54 Years

CONTACT

3651 Glen Oaks Manor Dr, Sarasota, FL 34232

800-923-0641

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LEGAL TERMS

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

TESTAMENTARY TRUST

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

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

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.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

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.'

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.

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 6

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

Marla Stewart Owczarek

Donna Dikman Dubinsky

Brett Leigh Buggeln

Anthony Dominic Bartirome

Edward John Lopez

Michael John Quicker

Gregory A Kaiser

Joseph Lewis Najmy

Edward J Lopacki

John Paul Stclair

TIPS

LEGAL TERMS

DISINHERIT

INTESTATE

SPENDTHRIFT TRUST

TESTAMENTARY TRUST

FINAL BENEFICIARY

SUCCESSION

POUR-OVER WILL

PRETERMITTED HEIR

EXECUTOR

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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