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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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Adron Hays Walker

Commercial Real Estate, Real Estate, Estate Planning, Estate

Status: In Good Standing Licensed: 44 Years

CONTACT

3119 Manatee Ave W, Bradenton, FL 34205

Lawrence William Thomas

Estate Planning, Child Custody, Elder Law, Commercial Real Estate, Wills

Status: In Good Standing Licensed: 39 Years

CONTACT

3119 Manatee Ave W, Bradenton, FL 34205

Dale Lyle Price

Commercial Real Estate, Lawsuit & Dispute, Estate Planning, Estate

Status: In Good Standing

CONTACT

3912 16Th Ave W, Bradenton, FL 34205

Richard V Lee

Bankruptcy & Debt, Criminal, Estate, Wills & Probate

Status: In Good Standing Licensed: 30 Years

CONTACT

Manatee Central Business Park Building, Bradenton, FL 34201

Richard Howard Jackerson

Trusts, Commercial Real Estate, Guardianships & Conservatorships, Estate Planning

Status: In Good Standing Licensed: 41 Years

CONTACT

313 Bryn Mawr Is, Bradenton, FL 34207

Richard Barton Ray

Real Estate, Estate, Divorce & Family Law

Status: In Good Standing Licensed: 37 Years

CONTACT

6108 26th Street West, Bradenton, FL 34207

John Edward Brown

Litigation, Municipal, Wills & Probate, Business

Status: In Good Standing

CONTACT

6150 53Rd Avenue East, Bradenton, FL 34203

Anne Sheffler Douglass

Commercial Real Estate, Trusts, Estate Planning, Child Custody, Elder Law

Status: In Good Standing Licensed: 47 Years

CONTACT

4501 Manatee Ave W, Bradenton, FL 34209

Mary Ruth Hawk

Landlord-Tenant, Dispute Resolution, Estate Planning, Car Accident

Status: In Good Standing

CONTACT

Bradenton, FL 34206

Melissa Rogert Casanueva

Commercial Real Estate, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 11 Years

CONTACT

11023 Gatewood Dr, Bradenton, FL 34211

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.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

DEED OF TRUST

See trust deed.

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.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

CERTIFICATION OF TRUST

See abstract of trust.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

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 7

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

Adron Hays Walker

Lawrence William Thomas

Dale Lyle Price

Richard V Lee

Richard Howard Jackerson

Richard Barton Ray

John Edward Brown

Anne Sheffler Douglass

Mary Ruth Hawk

Melissa Rogert Casanueva

TIPS

LEGAL TERMS

INHERITANCE TAXES

WARRANTY DEED

SPECIAL ADMINISTRATOR

DEED OF TRUST

TRUST MERGER

AUGMENTED ESTATE

DISTRIBUTEE

CERTIFICATION OF TRUST

PROVING A WILL

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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