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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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Edward J Lopacki

Wills, Trusts, Elder Law

Status: In Good Standing Licensed: 43 Years

CONTACT

Bradenton, FL 34280

Charles Houston Webb

Contract, Government Contract, Civil Rights, Trusts, Construction

Status: In Good Standing Licensed: 38 Years

CONTACT

Anna Maria, FL 34216

Anthony Dominic Bartirome

Commercial Real Estate, International Tax, Wills, Trusts

Status: In Good Standing

CONTACT

4215 Overture Cir, Bradenton, FL 34209

Michael Jon Smith

Commercial Real Estate, International Tax, Trusts, Business & Trade

Status: In Good Standing Licensed: 19 Years

CONTACT

1401 8th Ave W, Bradenton, FL 34205

Robert Green Blalock

Commercial Real Estate, Trusts, Elder Law, Business & Trade

Status: In Good Standing

CONTACT

802 11Th St W, Bradenton, FL 34205

Gregory J. Porges

Commercial Real Estate, Trusts, Corporate, Business

Status: In Good Standing

CONTACT

1205 Manatee Ave W, Bradenton, FL 34205

David Robert Hoyle

Dispute Resolution, State Trial Practice, Trusts, Business

Status: In Good Standing Licensed: 38 Years

CONTACT

1206 Manatee 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

Loren Michael Paul

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

515 9Th St E, Bradenton, FL 34208

Paul Christopher Grivas

Land Use & Zoning, Trusts, Corporate, Credit & Debt

Status: In Good Standing Licensed: 17 Years

CONTACT

924 7Th Ave E, Bradenton, FL 34208

800-923-0641

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LEGAL TERMS

CERTIFICATION OF TRUST

See abstract of trust.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

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.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

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.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

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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Anna Maria Trusts Lawyer, Florida

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

Edward J Lopacki

Charles Houston Webb

Anthony Dominic Bartirome

Michael Jon Smith

Robert Green Blalock

Gregory J. Porges

David Robert Hoyle

Fred E Moore

Loren Michael Paul

Paul Christopher Grivas

TIPS

LEGAL TERMS

CERTIFICATION OF TRUST

HEIR AT LAW

INTESTATE SUCCESSION

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

WILL

ESTATE TAXES

POWER OF APPOINTMENT

BYPASS TRUST

TESTAMENTARY TRUST

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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