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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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Includes: Estate Administration, Living Wills, Wills

William Denton Slicker

Wills & Probate

Status: In Good Standing

CONTACT

4554 Central Avenue, Saint Petersburg, FL 33711

Michael M. Hamrick

Corporate Tax, Estate Administration, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 45 Years

CONTACT

410 43Rd St W, Bradenton, FL 34209

James E. Johnson

Estate Administration, Estate Planning, Family Law, Business Organization

Status: In Good Standing Licensed: 29 Years

CONTACT

410 43Rd St W, Bradenton, FL 34209

Andrea M. Johnson

Wills & Probate, Estate, Contract, Collection

Status: In Good Standing

CONTACT

x, Bradenton, FL 34206

James Richard White

International, Wills & Probate, Trusts, Estate

Status: In Good Standing Licensed: 28 Years

CONTACT

The Law Office of James White, Bradenton, FL 34280

Gregory Charles Meissner

Real Estate, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 47 Years

CONTACT

1111 3Rd 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

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

John Edward Brown

Litigation, Municipal, Wills & Probate, Business

Status: In Good Standing

CONTACT

6150 53Rd Avenue East, Bradenton, FL 34203

800-923-0641

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LEGAL TERMS

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.'

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

CREDIT SHELTER TRUST

See AB trust.

SURROGATE COURT

See probate court.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

FAILURE OF ISSUE

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

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

After considering the Committee's proposals and reviewing the relevant legislation, we adopt all the Committee's proposals except the proposed amendment to subdivision (b) of rule 5.260. Consistent with statutory changes made by chapter 2010-132, section 3, Laws of ...

McCormick v. McCormick

... We have for review an order admitting to probate the Last Will and Testament of decedent Ferral Lee McCormick, Sr., but denying letters of administration to appellant Ferral Lee McCormick, Jr., whom the testate decedent had duly nominated as personal representative. ...

In re Guardianship of Shell

... VILLANTI, Judge. Lutheran Services Florida, Inc., the guardian of Bertha Shell, appeals from the probate court's order denying its objections to an earlier order that awarded Lutheran Services guardian's fees in an amount less than it requested. ...

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Terra Ceia Wills & Probate Lawyer, Florida

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

William Denton Slicker

Michael M. Hamrick

James E. Johnson

Andrea M. Johnson

James Richard White

Gregory Charles Meissner

Ernie C Lisch

Melanie Lynn DeLeon-Thompson

John Edward Brown

TIPS

LEGAL TERMS

PRETERMITTED HEIR

DISINHERIT

CREDIT SHELTER TRUST

SURROGATE COURT

GENERATION-SKIPPING TRUST

FAILURE OF ISSUE

BENEFICIARY

PERSONAL PROPERTY

PROBATE COURT

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

McCormick v. McCormick

In re Guardianship of Shell

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