Arcadia Trusts Lawyer, Florida

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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

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

Guy Alan Flowers

Elder Law, Estate Planning, Trusts

Status: In Good Standing Licensed: 21 Years

CONTACT

12653 SW County Road 769, Arcadia, FL 34269

Stephen Deh Schwarz

Trusts, Wills

Status: In Good Standing Licensed: 58 Years

CONTACT

3766 Peace River Dr, 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

Michael J Rooney

Real Estate, Trusts, Wills & Probate

Status: In Good Standing

CONTACT

306 E Olympia Ave, Punta Gorda, FL 33950

Bryan K Tippen

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

Status: In Good Standing Licensed: 10 Years

CONTACT

315 E Olympia Ave, Punta Gorda, FL 33950

Guy Storms Emerich

Commercial Real Estate, International Tax, Trusts, Estate Planning

Status: In Good Standing

CONTACT

99 Nesbit St, Punta Gorda, FL 33950

Charles T Boyle

Real Estate, Trusts, Family Law, Personal Injury

Status: In Good Standing Licensed: 41 Years

CONTACT

99 Nesbit St, 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

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

CREDIT SHELTER TRUST

See AB trust.

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.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

FUNDING A TRUST

Transferring ownership of property to a trust.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

DEED OF TRUST

See trust deed.

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

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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Arcadia Trusts Lawyer, Florida

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

Sandra Lynn Sanders

Thomas W Garrard

Guy Alan Flowers

Stephen Deh Schwarz

Arlene C. Chase

Michael J Rooney

Bryan K Tippen

Guy Storms Emerich

Charles T Boyle

Cheyenne Young

TIPS

LEGAL TERMS

INVENTORY

CREDIT SHELTER TRUST

INHERITANCE TAXES

SELF-PROVING WILL

SPENDTHRIFT TRUST

FUNDING A TRUST

HEIR APPARENT

DEED OF TRUST

PROBATE COURT

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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