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David Agee
About | Practice Areas
Reid & Agee, PLLC
3633 26Th St W Bradenton, FL 34205» view map
Estate Law
Where You Need to Be

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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Jack Wm. Windt, Esquire

Family Law, Wills & Probate, Construction, Securities

Status: In Good Standing

FREE CONSULTATION

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2389 Ringling Boulevard, Sarasota, FL 34237

Marc Soss

Estate Planning, Estate, Business Organization, Business

Status: In Good Standing

FREE CONSULTATION

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2070 Ringling Blvd, Sarasota, FL 34237

Sheryl Ann Edwards

Real Estate, Estate, Estate Administration

Status: In Good Standing Licensed: 29 Years

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500 S. Washington Blvd., Sarasota, FL 34236

Philip Filosa

Commercial Real Estate, Trusts, Elder Law, Contract

Status: In Good Standing Licensed: 50 Years

CONTACT

852 Alderwood Way, Sarasota, FL 34243

Richard Howard Jackerson

Trusts, Commercial Real Estate, Guardianships & Conservatorships, Estate Planning

Status: In Good Standing Licensed: 41 Years

CONTACT

313 Bryn Mawr Is, Bradenton, FL 34207

Percy Allen Schofield

Commercial Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 50 Years

CONTACT

1429 60Th Ave W, Bradenton, FL 34207

Melanie Lynn DeLeon-Thompson

Health Care Other, Health Care, Wills & Probate, Trusts

Status: In Good Standing Licensed: 13 Years

CONTACT

1429 60Th Ave W, Bradenton, FL 34207

Kathleen J Herbach

Trusts, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 23 Years

CONTACT

1429 60th Ave W, Bradenton, FL 34207

Mary Anne Mcclure Spencer

Real Estate, Wills, Trusts, Estate, Elder Law

Status: In Good Standing Licensed: 38 Years

CONTACT

1429 60Th Ave W, Bradenton, FL 34207

Mishele Bratman Schutz

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 41 Years

CONTACT

6408 Parkland Dr, Sarasota, FL 34243

800-923-0641

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LEGAL TERMS

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.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

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.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

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.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

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.

SAMPLE LEGAL CASES

In re Estate of McKibbin

In re ESTATE of Loyette D. McKIBBIN, deceased. Larry H. McKibbin, as Personal Representative of the Estate of Loyette D. McKibbin, Appellant, v. Alterra Health Care Corporation a/k/a Alterra Healthcare Corporation; Beth M. Guinn a/k/a Beth Marie Waters Guinn; Tammie ...

Estate of Johnson v. Badger Acquisition

Failing to appropriately monitor the dispensing of medication for Norma J. Johnson; failing to appropriately monitor the proximity in which the same medication was dispensed for Norma J. Johnson; failing to adequately monitor Norma J. Johnson's medication administration; ...

SOVEREIGN HEALTHCARE v. Estate of Huerta

SOVEREIGN HEALTHCARE OF TAMPA, LLC, a/k/a Sovereign Healthcare of Tampa, LLC, d/b/a Sovereign Healthcare of Tampa (as to Bayshore Pointe Nursing & Rehab Center), Appellant, v. The ESTATE OF Florinda HUERTA, by and through Dennis HUERTA, ...

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Tallevast Estate Lawyer, Florida

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

Jack Wm. Windt, Esquire

Marc Soss

Sheryl Ann Edwards

Philip Filosa

Richard Howard Jackerson

Percy Allen Schofield

Melanie Lynn DeLeon-Thompson

Kathleen J Herbach

Mary Anne Mcclure Spencer

Mishele Bratman Schutz

TIPS

LEGAL TERMS

RESIDUARY BENEFICIARY

INHERITANCE TAXES

ESTATE PLANNING

TAKING AGAINST THE WILL

PUBLIC ADMINISTRATOR

QTIP TRUST

WILL

WARRANTY DEED

GRANT DEED

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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