Bradenton Trusts Lawyer, Florida, page 6

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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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Elizabeth Colvin Pennewill

Commercial Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 26 Years

CONTACT

2635 Fruitville Rd, Sarasota, FL 34237

Elliott Lamar Dozier

International Tax, Trusts, Elder Law, Business & Trade

Status: In Good Standing Licensed: 21 Years

CONTACT

2407 Fruitville Rd, Sarasota, FL 34237

Erika Dine

Commercial Real Estate, Litigation, Trusts, Elder Law

Status: In Good Standing Licensed: 22 Years

CONTACT

11161 State Road 70 E, Bradenton, FL 34202

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

F Thomas Hopkins

Construction, Real Estate, Trusts, Business

Status: In Good Standing

CONTACT

4909 Hidden Oaks Trl, Sarasota, FL 34232

F. Thomas Hopkins

Commercial Real Estate, Construction, Trusts, Business & Trade

Status: In Good Standing Licensed: 48 Years

CONTACT

4909 Hidden Oaks Trl, Sarasota, FL 34232

Faith Zettlemoyer Lodder

Wills, Trusts, Family Law

Status: In Good Standing Licensed: 20 Years

CONTACT

1001 3Rd Ave W, Bradenton, FL 34205

Faith Z. Brown

Mediation, Wills, Trusts, Family Law

Status: In Good Standing Licensed: 20 Years

CONTACT

1001 3Rd Ave W, Bradenton, FL 34205

Fred E Moore

Construction, State and Local, Trusts, Civil Rights

Status: In Good Standing

CONTACT

802 11th St W, Bradenton, FL 34205

Gail Gottardo Fagan

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 46 Years

CONTACT

1819 Main Street, Sarasota, FL 34236

800-923-0641

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LEGAL TERMS

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

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.

FUNDING A TRUST

Transferring ownership of property to a trust.

FAILURE OF ISSUE

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

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

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.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

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

Elizabeth Colvin Pennewill

Elliott Lamar Dozier

Erika Dine

Ernie C Lisch

F Thomas Hopkins

F. Thomas Hopkins

Faith Zettlemoyer Lodder

Faith Z. Brown

Fred E Moore

Gail Gottardo Fagan

TIPS

LEGAL TERMS

CERTIFIED COPY

RESIDUARY BENEFICIARY

FUNDING A TRUST

FAILURE OF ISSUE

ENTITY

GRANT DEED

ALTERNATE BENEFICIARY

SUCCESSOR TRUSTEE

HEIR APPARENT

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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