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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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Sandra Lynn Sanders

Contract, Civil Rights, Family Law, Trusts

Status: In Good Standing Licensed: 27 Years

CONTACT

Arcadia, FL 34265

Guy Alan Flowers

Elder Law, Estate Planning, Trusts

Status: In Good Standing Licensed: 21 Years

CONTACT

12653 SW County Road 769, Arcadia, FL 34269

Thomas W Garrard

Commercial Real Estate, Trusts, Estate Planning, Corporate

Status: In Good Standing Licensed: 58 Years

CONTACT

27202 Harbour Oaks Blvd, Punta Gorda, FL 33983

Arlene C. Chase

Estate Planning, Elder Law, Commercial Real Estate, Business, Trusts

Status: In Good Standing Licensed: 23 Years

CONTACT

21216 Olean Blvd, Port Charlotte, FL 33952

Stephen Deh Schwarz

Trusts, Wills

Status: In Good Standing Licensed: 58 Years

CONTACT

3766 Peace River Dr, Punta Gorda, FL 33983

Guy Storms Emerich

Commercial Real Estate, International Tax, Trusts, Estate Planning

Status: In Good Standing

CONTACT

99 Nesbit St, Punta Gorda, FL 33950

Ellie K Harris

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

Status: In Good Standing

CONTACT

17841 Murdock Cir, Port Charlotte, FL 33948

James W. Mallonee

Construction, Trusts, Elder Law, Contract

Status: In Good Standing

CONTACT

946 Tamiami Trl, Port Charlotte, FL 33953

Katharine Walter Payne

Business, Corporate, Estate Planning, Trusts

Status: In Good Standing

CONTACT

331 Sullivan Street, Punta Gorda, FL 33950

Cheyenne Young

Real Estate, Wills & Probate, Trusts, Business

Status: In Good Standing Licensed: 23 Years

CONTACT

223 Taylor St, Punta Gorda, FL 33950

800-923-0641

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LEGAL TERMS

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

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.'

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

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.

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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Nocatee Trusts Lawyer, Florida

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

Sandra Lynn Sanders

Guy Alan Flowers

Thomas W Garrard

Arlene C. Chase

Stephen Deh Schwarz

Guy Storms Emerich

Ellie K Harris

James W. Mallonee

Katharine Walter Payne

Cheyenne Young

TIPS

LEGAL TERMS

GENERATION-SKIPPING TRANSFER TAX

HOLOGRAPHIC WILL

INVESTOR

PER CAPITA

BEQUEATH

CONTINGENT BENEFICIARY

PRETERMITTED HEIR

TRUSTEE

ENTITY

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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