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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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Includes: Estate Administration, Living Wills, Wills

J. Ronald Skipper

Wills, Wills & Probate, Trusts, Estate Planning

Status: In Good Standing

CONTACT

1515 Ringling Boulevard, Sarasota, FL 34236

J. Allison Archbold

Tax, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

1515 Ringling Boulevard, Sarasota, FL 34236

E. John Lopez

Corporate, Business Organization, Estate Administration, Estate Planning

Status: In Good Standing

CONTACT

1819 Main Street, Sarasota, FL 34236

Scott Hays Carter

Landlord-Tenant, Construction, State Trial Practice, Wills & Probate

Status: In Good Standing Licensed: 34 Years

CONTACT

22 S. Links Ave., Sarasota, FL 34236

Matthew B. Mayper

Estate Administration, Estate Planning, Elder Law, Corporate

Status: In Good Standing Licensed: 32 Years

CONTACT

1515 Ringling Blvd, Sarasota, FL 34236

James O. Fergeson

Wills & Probate, Estate Planning, Contract, Business Organization

Status: In Good Standing Licensed: 51 Years

CONTACT

1515 Ringling Blvd, Sarasota, FL 34236

John W. Chapman

Construction, Litigation, Wills & Probate, Corporate

Status: In Good Standing Licensed: 34 Years

CONTACT

1515 Ringling Blvd, Sarasota, FL 34236

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

DEVISEE

A person or entity who inherits real estate under the terms of a will.

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.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

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.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

After considering the Committee's proposals and reviewing the relevant legislation, we adopt all the Committee's proposals except the proposed amendment to subdivision (b) of rule 5.260. Consistent with statutory changes made by chapter 2010-132, section 3, Laws of ...

McCormick v. McCormick

... We have for review an order admitting to probate the Last Will and Testament of decedent Ferral Lee McCormick, Sr., but denying letters of administration to appellant Ferral Lee McCormick, Jr., whom the testate decedent had duly nominated as personal representative. ...

In re Guardianship of Shell

... VILLANTI, Judge. Lutheran Services Florida, Inc., the guardian of Bertha Shell, appeals from the probate court's order denying its objections to an earlier order that awarded Lutheran Services guardian's fees in an amount less than it requested. ...

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Longboat Key Wills & Probate Lawyer, Florida

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

J. Ronald Skipper

J. Allison Archbold

E. John Lopez

Scott Hays Carter

Matthew B. Mayper

James O. Fergeson

John W. Chapman

Melanie Lynn DeLeon-Thompson

TIPS

LEGAL TERMS

DEVISEE

SUMMARY PROBATE

PROPERTY CONTROL TRUST

FINAL BENEFICIARY

SWEARING MATCH

DEATH TAXES

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

ABSTRACT OF TRUST

POUR-OVER WILL

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

McCormick v. McCormick

In re Guardianship of Shell

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