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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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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

CONTACT

5216 Horizon Cove, Bradenton, FL 34211

Brett Leigh Buggeln

Mediation, Trusts, Family Law, Personal Injury

Status: In Good Standing

CONTACT

8916 77Th Terrace East, Bradenton, FL 34202

Anthony Dominic Bartirome

Commercial Real Estate, International Tax, Wills, Trusts

Status: In Good Standing

CONTACT

4215 Overture Cir, Bradenton, FL 34209

Edward John Lopez

Commercial Real Estate, International Tax, Trusts, Corporate

Status: In Good Standing

CONTACT

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

CONTACT

10530 Boardwalk Loop, Bradenton, FL 34202

Gregory A Kaiser

Litigation, Trusts, Elder Law, Life & Health

Status: In Good Standing Licensed: 30 Years

CONTACT

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

CONTACT

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

MARITAL LIFE ESTATE TRUST

See AB trust.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

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

MARITAL LIFE ESTATE TRUST

SPECIFIC BEQUEST

DISCHARGE (OF PROBATE ADMINISTRATOR)

REMAINDERMAN

IN TERROREM

ENDOWMENT INSURANCE

ESTATE PLANNING

SELF-PROVING WILL

GRANTOR

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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