Bradenton Trusts Lawyer, Florida, page 2

Sponsored Law Firm

x
Click For More Info:

David Agee
About | Practice Areas
Reid & Agee, PLLC
3633 26Th St W Bradenton, FL 34205» view map
Estate Law
Where You Need to Be

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
1. Contact
2. Email
3. Refer
5. Visit:
6. Website
7. Profile

Gregory J. Porges

Commercial Real Estate, Trusts, Corporate, Business

Status: In Good Standing

CONTACT

1205 Manatee Ave W, Bradenton, FL 34205

David Robert Hoyle

Dispute Resolution, State Trial Practice, Trusts, Business

Status: In Good Standing Licensed: 38 Years

CONTACT

1206 Manatee Ave W, Bradenton, FL 34205

Faith Zettlemoyer Lodder

Wills, Trusts, Family Law

Status: In Good Standing Licensed: 20 Years

CONTACT

1001 3Rd Ave W, Bradenton, FL 34205

Robert Green Blalock

Commercial Real Estate, Trusts, Elder Law, Business & Trade

Status: In Good Standing

CONTACT

802 11Th St W, Bradenton, FL 34205

Daniel Marc Plonsky

Trusts, Family Law, Elder Law, Business & Trade

Status: In Good Standing Licensed: 21 Years

CONTACT

3765 Oak Grove Dr, Sarasota, FL 34243

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

Anthony Dominic Bartirome

Commercial Real Estate, International Tax, Wills, Trusts

Status: In Good Standing

CONTACT

4215 Overture Cir, Bradenton, FL 34209

Edward John Lopez

Commercial Real Estate, International Tax, Trusts, Corporate

Status: In Good Standing

CONTACT

7612 Lake Vista Ct, Bradenton, FL 34202

Edward J Lopacki

Wills, Trusts, Elder Law

Status: In Good Standing Licensed: 44 Years

CONTACT

Bradenton, FL 34280

Joseph Lewis Najmy

International Tax, Trusts, Elder Law, Corporate

Status: In Good Standing Licensed: 35 Years

CONTACT

6320 Venture Dr, Bradenton, FL 34202

800-923-0641

Free Help: Use This Form or Call 800-943-8690

Call me for fastest results!
800-943-8690

Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

LEGAL TERMS

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

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.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

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.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

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. ...

SORT BY:

FILTER BY:

Free Consultation
Male
Female
Suspended

Bradenton Trusts Lawyer, Florida, page 2

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

Gregory J. Porges

David Robert Hoyle

Faith Zettlemoyer Lodder

Robert Green Blalock

Daniel Marc Plonsky

Richard Howard Jackerson

Anthony Dominic Bartirome

Edward John Lopez

Edward J Lopacki

Joseph Lewis Najmy

TIPS

LEGAL TERMS

PRETERMITTED HEIR

ENTITY

DEATH TAXES

STATUTORY SHARE

GROSS ESTATE

AB TRUST

LIVING TRUST

NONPROBATE

SUMMARY PROBATE

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

SORT BY:

FILTER BY:

PRACTICE AREAS 30

NEARBY CITY SUGGESTIONS