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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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Jessica Wright

Corporate, Family Law, Trusts, Commercial Real Estate

Status: In Good Standing Licensed: 14 Years

CONTACT

5623 Key Largo Ct, Bradenton, FL 34203

James Alex Kushner

Commercial Real Estate, Estate Planning, Family Law, Elder Law

Status: In Good Standing Licensed: 18 Years

CONTACT

1112 Manatee Ave 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

Loren Michael Paul

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

515 9Th St E, Bradenton, FL 34208

Dana Laganella Gerling

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

Status: In Good Standing

CONTACT

6148 State Road 70 E, Bradenton, FL 34203

Rodney Duane Gerling

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

6148 State Road 70 E, Bradenton, FL 34203

Dana Laganella Gerling

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

Status: In Good Standing

CONTACT

6148 State Road 70 E, Bradenton, FL 34203

John Edward Brown

Litigation, Municipal, Wills & Probate, Business

Status: In Good Standing

CONTACT

6150 53Rd Avenue East, Bradenton, FL 34203

Jack Benjamin Jonas

Real Estate, Estate

Status: In Good Standing Licensed: 14 Years

CONTACT

1115 3Rd Ave E, Bradenton, FL 34208

David Perry Babner

General Practice

Status: In Good Standing Licensed: 35 Years

CONTACT

5827 Cottonwood Street, Bradenton, FL 34203

800-923-0641

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LEGAL TERMS

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.

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.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

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.

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.

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

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.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

FAILURE OF ISSUE

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

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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Bradenton Estate Lawyer, Florida, page 3

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

Jessica Wright

James Alex Kushner

Paul Christopher Grivas

Loren Michael Paul

Dana Laganella Gerling

Rodney Duane Gerling

Dana Laganella Gerling

John Edward Brown

Jack Benjamin Jonas

David Perry Babner

TIPS

LEGAL TERMS

INHERITANCE TAXES

GRANT DEED

EXEMPTION TRUST

GENERATION-SKIPPING TRUST

PERSONAL PROPERTY

ADMINISTRATRIX

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

DEATH TAXES

FAILURE OF ISSUE

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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