Myakka City Trusts Lawyer, Florida

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David Agee
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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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Elizabeth A. Walch

Condominiums, Trusts, Estate Planning, Family Law

Status: In Good Standing

CONTACT

551 N. Cattleman Road, Sarasota, FL 34232

Luis Alberto Silva

International Tax, Trusts, Estate Planning, Corporate, Business

Status: In Good Standing Licensed: 7 Years

CONTACT

8470 Enterprise Cir, Bradenton, FL 34202

Erika Dine

Commercial Real Estate, Litigation, Trusts, Elder Law

Status: In Good Standing Licensed: 22 Years

CONTACT

11161 State Road 70 E, Bradenton, FL 34202

Carolina Arias

Estate Planning, Guardianships & Conservatorships, Trusts, Wills

Status: In Good Standing

CONTACT

6320 Venture Dr, Bradenton, FL 34202

Alison Mathey Lambeth

International Tax, Trusts, Business

Status: In Good Standing

CONTACT

9040 Town Center Pkwy, Bradenton, FL 34202

Joann Garnet Kinsey

International Tax, Trusts

Status: In Good Standing Licensed: 2 Years

CONTACT

6320 Venture Dr, Bradenton, FL 34202

Ronald David Aucutt

Litigation, International, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

Bradenton, FL 34211

Jerrold Sidney Zivic

Social Security, Trusts

Status: In Good Standing Licensed: 48 Years

CONTACT

5910 Post Blvd., Lakewood Ranch, FL 34211

Christopher Douglas Smith

Trusts, Estate Planning, Elder Law, Bankruptcy, Personal Injury

Status: In Good Standing

CONTACT

1561 Lakefront Dr, Bradenton, FL 34240

Christina Kearney Saba

Commercial Real Estate, Construction, Trusts, Contract

Status: In Good Standing

CONTACT

7821 Crest Hammock Way, Bradenton, FL 34240

800-923-0641

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LEGAL TERMS

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

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.

NET ESTATE

The value of all property owned at death less liabilities or debts.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

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.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

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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Myakka City Trusts Lawyer, Florida

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

Elizabeth A. Walch

Luis Alberto Silva

Erika Dine

Carolina Arias

Alison Mathey Lambeth

Joann Garnet Kinsey

Ronald David Aucutt

Jerrold Sidney Zivic

Christopher Douglas Smith

Christina Kearney Saba

TIPS

LEGAL TERMS

QDOT TRUST

DEATH TAXES

NET ESTATE

HEIR APPARENT

TRUST MERGER

TRUSTEE

PRETERMITTED HEIR

EXEMPTION TRUST

SPECIFIC BEQUEST

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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