Bradenton 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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J. Ronald Skipper

Wills, Wills & Probate, Trusts, Estate Planning

Status: In Good Standing

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1515 Ringling Boulevard, Sarasota, FL 34236

J. Allison Archbold

Tax, Wills, Trusts, Estate Planning

Status: In Good Standing

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1515 Ringling Boulevard, Sarasota, FL 34236

Elizabeth A. Walch

Condominiums, Trusts, Estate Planning, Family Law

Status: In Good Standing

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551 N. Cattleman Road, Sarasota, FL 34232

Robert W. Fisher (Retired)

Estate Planning, Trusts

Status: In Good Standing

FREE CONSULTATION

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1000 16th Street North, Saint Petersburg, FL 33705

Pamela Kauffman Peelor

Commercial Real Estate, Trusts, Estate Planning

Status: Retired Licensed: 82 Years

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4224 Presidential Ave Cir E, Bonita Springs, FL 34134

Pamela K. Peelor

Commercial Real Estate, Trusts

Status: Retired Licensed: 47 Years

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4224 Presidential Ave Cir E, Bonita Springs, FL 34134

Jessica Wright

Corporate, Family Law, Trusts, Commercial Real Estate

Status: In Good Standing Licensed: 14 Years

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5623 Key Largo Ct, Bradenton, FL 34203

Paul Christopher Grivas

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

Status: In Good Standing Licensed: 17 Years

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924 7Th Ave E, Bradenton, FL 34208

Loren Michael Paul

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: In Good Standing

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515 9Th St E, Bradenton, FL 34208

Dana Laganella Gerling

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

Status: In Good Standing

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6148 State Road 70 E, Bradenton, FL 34203

800-923-0641

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LEGAL TERMS

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

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.

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.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

TESTAMENTARY TRUST

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

FAMILY POT TRUST

See pot trust.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

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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Bradenton Trusts Lawyer, Florida

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

J. Ronald Skipper

J. Allison Archbold

Elizabeth A. Walch

Robert W. Fisher (Retired)

Pamela Kauffman Peelor

Pamela K. Peelor

Jessica Wright

Paul Christopher Grivas

Loren Michael Paul

Dana Laganella Gerling

TIPS

LEGAL TERMS

GRANTOR

DISCHARGE (OF PROBATE ADMINISTRATOR)

POWER OF APPOINTMENT

DEATH TAXES

QTIP TRUST

TESTAMENTARY TRUST

FAMILY POT TRUST

IRREVOCABLE TRUST

CHARITABLE TRUST

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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