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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Robert W. Fisher (Retired)

Estate Planning, Trusts

Status: In Good Standing

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1000 16th Street North, Saint Petersburg, FL 33705

Elizabeth A. Walch

Condominiums, Trusts, Estate Planning, Family Law

Status: In Good Standing

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551 N. Cattleman Road, Sarasota, FL 34232

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

Charles Houston Webb

Contract, Government Contract, Civil Rights, Trusts, Construction

Status: In Good Standing Licensed: 38 Years

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Anna Maria, FL 34216

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

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

Jon E Weiffenbach

Real Estate, Trusts, Family Law, Criminal

Status: In Good Standing

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538 12th St W, Bradenton, FL 34205

Christina Kearney Saba

Commercial Real Estate, Construction, Trusts, Contract

Status: In Good Standing

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7821 Crest Hammock Way, Bradenton, FL 34240

Christopher Douglas Smith

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

Status: In Good Standing

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1561 Lakefront Dr, Bradenton, FL 34240

800-923-0641

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LEGAL TERMS

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

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.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

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.

CREDIT SHELTER TRUST

See AB trust.

TESTAMENTARY TRUST

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

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

FAILURE OF ISSUE

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

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

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

Robert W. Fisher (Retired)

Elizabeth A. Walch

J. Ronald Skipper

J. Allison Archbold

Charles Houston Webb

Pamela K. Peelor

Pamela Kauffman Peelor

Jon E Weiffenbach

Christina Kearney Saba

Christopher Douglas Smith

TIPS

LEGAL TERMS

GENERATION-SKIPPING TRANSFER TAX

SPENDTHRIFT TRUST

GRANTOR RETAINED INCOME TRUST

PROVING A WILL

CREDIT SHELTER TRUST

TESTAMENTARY TRUST

NONPROBATE

FAILURE OF ISSUE

HEIR AT LAW

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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