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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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Paul Christopher Grivas

Land Use & Zoning, Trusts, Corporate, Credit & Debt

Status: In Good Standing Licensed: 17 Years

CONTACT

924 7Th Ave E, Bradenton, FL 34208

Loren Michael Paul

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

515 9Th St E, Bradenton, FL 34208

Robert Matthew Elliott

General Practice

Status: In Good Standing Licensed: 19 Years

CONTACT

5105 Manatee Ave W, Bradenton, FL 34209

Gregory J. Porges

Commercial Real Estate, Trusts, Corporate, Business

Status: In Good Standing

CONTACT

1205 Manatee Ave W, Bradenton, FL 34205

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

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

David Robert Hoyle

Dispute Resolution, State Trial Practice, Trusts, Business

Status: In Good Standing Licensed: 38 Years

CONTACT

1206 Manatee Ave W, Bradenton, FL 34205

William Donovan Shaffer

Trusts, Guardianships & Conservatorships, Criminal, Elder Law

Status: In Good Standing Licensed: 16 Years

CONTACT

2812 Manatee Ave W, Bradenton, FL 34205

Gregory Charles Meissner

Real Estate, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 47 Years

CONTACT

1111 3Rd Ave W, Bradenton, FL 34205

800-923-0641

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LEGAL TERMS

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.

FAMILY POT TRUST

See pot trust.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

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.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

INTER VIVOS TRUST

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

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

Paul Christopher Grivas

Loren Michael Paul

Robert Matthew Elliott

Gregory J. Porges

Ernie C Lisch

Jeffrey Scott Goethe

Anne Sheffler Douglass

David Robert Hoyle

William Donovan Shaffer

Gregory Charles Meissner

TIPS

LEGAL TERMS

PUBLIC ADMINISTRATOR

FAMILY POT TRUST

TRUST CORPUS

PETITION

HEIR AT LAW

SPENDTHRIFT TRUST

SPRINKLING TRUST

ALTERNATE BENEFICIARY

INTER VIVOS TRUST

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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