Myakka City 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

Elizabeth A. Walch

Condominiums, Trusts, Estate Planning, Family Law

Status: In Good Standing

CONTACT

551 N. Cattleman Road, Sarasota, FL 34232

Robert Maurice Johnson

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

Status: In Good Standing

CONTACT

1 N Tuttle Ave, Sarasota, FL 34237

Mary Alice Jackson

Trusts, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 32 Years

CONTACT

46 N Washington Blvd, Sarasota, FL 34236

William Lee Mcginness

Tax, International Tax, Trusts, Estate Planning

Status: In Good Standing

CONTACT

1800 2Nd St, Sarasota, FL 34236

David S Band

Tax, Real Estate, Wills & Probate, Estate Planning

Status: In Good Standing Licensed: 59 Years

CONTACT

2070 Ringling Blvd, Sarasota, FL 34237

Jay Edgar Baily

Federal Appellate Practice, Elder Law, Estate Planning, Guardianships & Conservatorships

Status: In Good Standing Licensed: 37 Years

CONTACT

46 N Washington Blvd, Sarasota, FL 34236

Alice Schow Bowman

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

1800 2Nd St, Sarasota, FL 34236

Richard Quintin Lewis

Tax, Wills, Estate Planning, Corporate

Status: In Good Standing Licensed: 22 Years

CONTACT

240 South Pineapple Avenue, Sarasota, FL 34236

Eugene Ellis Waldron

Estate Planning, Business, Commercial Real Estate, Wills & Probate

Status: In Good Standing

CONTACT

124 North Brevard Avenue, Arcadia, FL 34266

James Christian Clark

Trusts, Estate Planning, Business & Trade, Contract

Status: In Good Standing Licensed: 59 Years

CONTACT

1405 Ladue Ln, Sarasota, FL 34231

800-923-0641

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LEGAL TERMS

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

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.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

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.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

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.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

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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Myakka City Estate Planning Lawyer, Florida

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

Elizabeth A. Walch

Robert Maurice Johnson

Mary Alice Jackson

William Lee Mcginness

David S Band

Jay Edgar Baily

Alice Schow Bowman

Richard Quintin Lewis

Eugene Ellis Waldron

James Christian Clark

TIPS

LEGAL TERMS

QTIP TRUST

BENEFICIARY

SWEARING MATCH

WILL

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

INCOMPETENCE

GRANTOR RETAINED INCOME TRUST

ESTATE PLANNING

EXEMPTION TRUST

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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