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

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

Michael Jon Smith

Commercial Real Estate, International Tax, Trusts, Business & Trade

Status: In Good Standing Licensed: 19 Years

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1401 8th Ave W, Bradenton, FL 34205

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

Fred E Moore

Construction, State and Local, Trusts, Civil Rights

Status: In Good Standing

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802 11th St W, Bradenton, FL 34205

Melanie Lynn DeLeon-Thompson

Health Care Other, Health Care, Wills & Probate, Trusts

Status: In Good Standing Licensed: 13 Years

CONTACT

1429 60Th Ave W, Bradenton, FL 34207

800-923-0641

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LEGAL TERMS

SURROGATE COURT

See probate court.

CURATOR

See conservator.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

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.

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.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

FUNDING A TRUST

Transferring ownership of property to a trust.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

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)

Jessica Wright

Paul Christopher Grivas

Michael Jon Smith

Loren Michael Paul

Fred E Moore

Melanie Lynn DeLeon-Thompson

TIPS

LEGAL TERMS

SURROGATE COURT

CURATOR

EXECUTOR

CONSERVATOR

SPENDTHRIFT TRUST

GROSS ESTATE

PERSONAL PROPERTY

FUNDING A TRUST

RULE AGAINST PERPETUITIES

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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