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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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Mallory Anne Moretti

Real Estate, Estate, Commercial Real Estate

Status: In Good Standing

CONTACT

7572 Aguila Dr, Bradenton, FL 34240

Neil Thomas Lyons

Estate, Elder Law, Civil & Human Rights

Status: In Good Standing Licensed: 13 Years

CONTACT

6954 Professional Pkwy E, Bradenton, FL 34240

Scott Reid Christiansen

Government, Estate, Business

Status: In Good Standing Licensed: 51 Years

CONTACT

63 Sarasota Center Blvd, Bradenton, FL 34240

Dianne D Hagan

Commercial Real Estate, International Tax, Estate Planning, Elder Law

Status: In Good Standing Licensed: 37 Years

CONTACT

1270 Fox Creek Dr, Bradenton, FL 34240

Christopher Douglas Smith

Trusts, Estate Planning, Elder Law, Bankruptcy, Personal Injury

Status: In Good Standing

CONTACT

1561 Lakefront Dr, Bradenton, FL 34240

John Benjamin Vitale

Commercial Real Estate, Visa, Estate Planning, Collection

Status: In Good Standing

CONTACT

5214 Paylor Ln, Bradenton, FL 34240

Eugene M Shuboy

Commercial Real Estate, Estate Planning

Status: In Good Standing

CONTACT

5214 Paylor Ln, Bradenton, FL 34240

Lori Maryl Dorman

Civil Rights, Contract, Federal Appellate Practice, Estate, Commercial Real Estate

Status: In Good Standing

CONTACT

6853 Energy Ct, Bradenton, FL 34240

Stephen Frederick Ellis

Other, Commercial Real Estate, Federal Appellate Practice, Estate Planning

Status: In Good Standing Licensed: 46 Years

CONTACT

6710 Professional Pkwy, Bradenton, FL 34240

Gregory A Kaiser

Litigation, Trusts, Elder Law, Life & Health

Status: In Good Standing Licensed: 30 Years

CONTACT

6751 Professional Pkwy W, Bradenton, FL 34240

800-923-0641

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LEGAL TERMS

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.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

LIFE BENEFICIARY

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

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

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.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

HEIR APPARENT

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

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

Mallory Anne Moretti

Neil Thomas Lyons

Scott Reid Christiansen

Dianne D Hagan

Christopher Douglas Smith

John Benjamin Vitale

Eugene M Shuboy

Lori Maryl Dorman

Stephen Frederick Ellis

Gregory A Kaiser

TIPS

LEGAL TERMS

PROBATE COURT

BEQUEATH

LIFE BENEFICIARY

QDOT TRUST

EXECUTOR

PUBLISHED WORK

BYPASS TRUST

TRUSTEE

HEIR APPARENT

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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