Cortez Estate Planning 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
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
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Includes: Gift Taxation

David Wayne Wilcox

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Estate, Real Estate, Business, Estate Planning, Mediation

With an office only two blocks from the Manatee County Courthouse, I enjoy being in the heart of downtown and close to the river. It reminds me of how... (more)

CONTACT

800-958-4350

308 13th St W, Bradenton, FL 34205

Janelle L. Esposito

Business Organization, Estate Planning, Real Estate

Status: In Good Standing

CONTACT

601 12th Street West, Bradenton, FL 34205

Michael M. Hamrick

Corporate Tax, Estate Administration, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 45 Years

CONTACT

410 43Rd St W, Bradenton, FL 34209

James E. Johnson

Estate Administration, Estate Planning, Family Law, Business Organization

Status: In Good Standing Licensed: 29 Years

CONTACT

410 43Rd St W, Bradenton, FL 34209

Cecilia Ann Eaton

Divorce & Family Law, Estate Planning

Status: In Good Standing Licensed: 33 Years

FREE CONSULTATION

CONTACT

4501 Manatee Avenue West, Bradenton, FL 34209

Gregory Charles Meissner

Real Estate, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 47 Years

CONTACT

1111 3Rd Ave W, Bradenton, FL 34205

William Lee Mcginness

Tax, International Tax, Trusts, Estate Planning

Status: In Good Standing

CONTACT

1800 2Nd St, Sarasota, FL 34236

Mary Alice Jackson

Trusts, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 32 Years

CONTACT

46 N Washington Blvd, Sarasota, FL 34236

Robert Maurice Johnson

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

Status: In Good Standing

CONTACT

1 N Tuttle Ave, Sarasota, FL 34237

Alice Schow Bowman

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

1800 2Nd St, Sarasota, FL 34236

800-923-0641

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LEGAL TERMS

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

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.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

SAMPLE LEGAL CASES

Brundage v. Bank of America

... disputed transfers from the trust. Dorothy Gutsgell and her husband, who had no children of their own, executed a series of estate planning documents, using the law firm of Ruden McClosky for their planning. In 1992 Dorothy, as ...

Yang Enterprises, Inc. v. Georgalis

... Petitioners filed suit against Respondent for trade secret theft, tortious interference with a business relationship, and trade libel. In 1999, Petitioners retained Anthony Palma, an attorney in Broad and Cassel's Orlando office, for estate planning services. ...

Wheeler v. Powers

... In 2000, Dorothy L. Powers and her husband, Albert Powers, retained Kenneth B. Wheeler, an estates and trust attorney, to prepare estate planning documents. ... [1]. On December 20, 2004, Dorothy created several new estate planning documents through a different attorney. ...

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Cortez Estate Planning Lawyer, Florida

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

David Wayne Wilcox

Janelle L. Esposito

Michael M. Hamrick

James E. Johnson

Cecilia Ann Eaton

Gregory Charles Meissner

William Lee Mcginness

Mary Alice Jackson

Robert Maurice Johnson

Alice Schow Bowman

TIPS

LEGAL TERMS

ESTATE PLANNING

ADMINISTRATION (OF AN ESTATE)

DISINHERIT

LETTERS TESTAMENTARY

FAMILY ALLOWANCE

DOWER AND CURTESY

TRUST CORPUS

ABATEMENT

CERTIFIED COPY

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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