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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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Kenneth Bruce Evers

Litigation, State and Local, Trusts, Civil Rights

Status: In Good Standing Licensed: 29 Years

CONTACT

Wauchula, FL 33873

David Floyd Schumacher

Real Estate, Federal Appellate Practice, Trusts, Contract

Status: In Good Standing Licensed: 15 Years

CONTACT

4604 Calatrava Ave, Sebring, FL 33872

Frank Clay Oberhausen

Federal Trial Practice, Trusts, Family Law, Personal Injury

Status: In Good Standing Licensed: 52 Years

CONTACT

120 Parkview Rd, Sebring, FL 33870

David F Lanier

Real Estate, Trusts, Wills & Probate, Estate Planning

Status: Retired Licensed: 71 Years

CONTACT

30 E Main, Avon Park, FL 33825

William D Kramer

Wills, Family Law, Bankruptcy

Status: Retired Licensed: 44 Years

CONTACT

227 Us Highway 27 N, Sebring, FL 33870

James V Lobozzo

Construction, Trusts, Elder Law, Contract

Status: In Good Standing Licensed: 45 Years

CONTACT

211 S Ridgewood Dr, Sebring, FL 33870

Charlotte Stone

Estate

Status: In Good Standing

CONTACT

3200 Us Highway 27 S, Sebring, FL 33870

Charlotte Stone

Real Estate, Estate, Civil & Human Rights, Business

Status: In Good Standing

CONTACT

3200 US Highway 27 South, Sebring, FL 33870

Gary Randal Gossett

Accident & Injury, Estate, Bankruptcy & Debt, Real Estate, Criminal

Status: In Good Standing Licensed: 35 Years

CONTACT

2221 Us Highway 27 S, Sebring, FL 33870

Clifford M. Ables III

Real Estate, Wills & Probate, Trusts, Elder Law

Status: In Good Standing Licensed: 50 Years

CONTACT

551 S Commerce Ave, Sebring, FL 33870

800-923-0641

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LEGAL TERMS

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

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.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

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.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

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.'

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living 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 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). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

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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Wauchula Estate Lawyer, Florida

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

Kenneth Bruce Evers

David Floyd Schumacher

Frank Clay Oberhausen

David F Lanier

William D Kramer

James V Lobozzo

Charlotte Stone

Charlotte Stone

Gary Randal Gossett

Clifford M. Ables III

TIPS

LEGAL TERMS

IRREVOCABLE TRUST

TRUST MERGER

WILL

BYPASS TRUST

CONTINGENT BENEFICIARY

LIFE BENEFICIARY

STATUTORY SHARE

TRUST CORPUS

PER STIRPES

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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