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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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Gregory A Kaiser

Litigation, Trusts, Elder Law, Life & Health

Status: In Good Standing Licensed: 30 Years

CONTACT

6751 Professional Pkwy W, Bradenton, FL 34240

John Raymond Mentzer

Estate Planning, Contract, Commercial Real Estate, Trusts, Wills

Status: In Good Standing Licensed: 33 Years

CONTACT

14723 5th Ter NE, Bradenton, FL 34212

John Raymond Mentzer

Estate Planning, Contract, Commercial Real Estate, Trusts, Wills

Status: In Good Standing Licensed: 19 Years

CONTACT

14723 5th Ter NE, Bradenton, FL 34212

Gregory Charles Meissner

Real Estate, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 47 Years

CONTACT

1111 3Rd Ave W, Bradenton, FL 34205

James Richard White

International, Wills & Probate, Trusts, Estate

Status: In Good Standing Licensed: 28 Years

CONTACT

The Law Office of James White, Bradenton, FL 34280

Allan F Baily

Aviation, Federal Trial Practice, Trusts, Family Law

Status: In Good Standing

CONTACT

46 N Washington Blvd, Sarasota, FL 34236

Ira Stewart Wiesner

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

Status: In Good Standing Licensed: 48 Years

CONTACT

328 N Rhodes Ave, Sarasota, FL 34237

Elliott Lamar Dozier

International Tax, Trusts, Elder Law, Business & Trade

Status: In Good Standing Licensed: 21 Years

CONTACT

2407 Fruitville Rd, Sarasota, FL 34237

Taso Michael Milonas

International Tax, Trusts, Civil Rights, Corporate

Status: In Good Standing

CONTACT

1348 Fruitville Rd, Sarasota, FL 34236

David Mark Silberstein

Trusts, Contract, International Tax, Estate Planning

Status: In Good Standing

CONTACT

Sarasota, FL 34230

800-923-0641

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LEGAL TERMS

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

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).

TITLE COMPANY

A company that issues title insurance.

IRREVOCABLE TRUST

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

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

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, page 3

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

Gregory A Kaiser

John Raymond Mentzer

John Raymond Mentzer

Gregory Charles Meissner

James Richard White

Allan F Baily

Ira Stewart Wiesner

Elliott Lamar Dozier

Taso Michael Milonas

David Mark Silberstein

TIPS

LEGAL TERMS

INHERIT

OFFICER

INVESTOR

SUCCESSION

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

CHARITABLE TRUST

TITLE COMPANY

IRREVOCABLE TRUST

ABATEMENT

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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