Sarasota Estate Lawyer, Florida

George Browning

Estate, Power of Attorney, Real Estate, Tax

CONTACT

941-366-2782

46 North Washington Boulevard, Sarasota, FL 34236

David Chastain Agee

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Estate, Real Estate, Business

Mr. Agee is a managing partner of Reid & Agee, PLLC having joined the firm in 2007. Since becoming a member of the Florida Bar in 2004, David has focu... (more)

CONTACT

800-736-1091

3633 26Th St W, Bradenton, FL 34205

David Wayne Wilcox

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Business, Real Estate, Estate Planning, Entertainment, Mediation

David W. Wilcox, attorney at law, is located two blocks from the Manatee County Court House in downtown Bradenton. The firm has extensive experience p... (more)

CONTACT

800-540-5820

308 13Th St W, Bradenton, FL 34205

SeanCarlo Lopez

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Accident & Injury, Employment, Real Estate, Estate, Criminal

Residing in St. Petersburg, Florida, Sean isn’t just a lawyer, he’s a neighbor to his clients. With a practice built from the ground up, based on ... (more)

FREE CONSULTATION

CONTACT

727-933-0015

360 Central Avenue, Saint Petersburg, FL 33701

Jay Kovar

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Property Damage, Slip & Fall Accident, Estate Planning, Wills & Probate, Credit & Debt

Mr. Kovar is the founder and driving force of Elysium Law. However, he wasn’t always an attorney. Mr. Kovar was most recently the owner of a constru... (more)

FREE CONSULTATION

CONTACT

800-851-4860

6617 Gulfport Blvd S, Gulfport, FL 33707

Jerome Barton Blevins

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Estate, Power of Attorney, Wills & Probate, Trusts, Elder Law

Jerome B. Blevins is a partner in the Liability division in the St. Petersburg office. Over the past 20 years, Jerry focused his practice in several a... (more)

CONTACT

800-605-3460

4141 Central Ave, Saint Petersburg, FL 33713

Ted Starr

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Accident & Injury, Personal Injury, Car Accident, Estate, Bankruptcy & Debt

Starr Law Offices was established in Pinellas County, Florida in 1991 by attorney Ted Starr. We celebrated 29 years of private practice on June 17, ... (more)

FREE CONSULTATION

CONTACT

800-799-4350

8181 US Highway 19 N, Pinellas Park, FL 33781

William P. Schwarz

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Estate, Adoption, Power of Attorney, Real Estate, Tax

William P. Schwarz is a practicing lawyer in the state of Florida. Mr. Schwarz received his LL.B. from Harvard University Law School.

CONTACT

800-960-3710

7406 Commerce Street, Riverview, FL 33578

Elizabeth A. Walch

Condominiums, Trusts, Estate Planning, Family Law

Status: In Good Standing

CONTACT

551 N. Cattleman Road, Sarasota, FL 34232

Jack Wm. Windt, Esquire

Family Law, Wills & Probate, Construction, Securities

Status: In Good Standing

FREE CONSULTATION

CONTACT

2389 Ringling Boulevard, Sarasota, FL 34237

800-620-0900

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800-923-0641

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LEGAL TERMS

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.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

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.

SURROGATE COURT

See probate court.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

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.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

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.

SAMPLE LEGAL CASES

In re Estate of McKibbin

In re ESTATE of Loyette D. McKIBBIN, deceased. Larry H. McKibbin, as Personal Representative of the Estate of Loyette D. McKibbin, Appellant, v. Alterra Health Care Corporation a/k/a Alterra Healthcare Corporation; Beth M. Guinn a/k/a Beth Marie Waters Guinn; Tammie ...

Estate of Johnson v. Badger Acquisition

Failing to appropriately monitor the dispensing of medication for Norma J. Johnson; failing to appropriately monitor the proximity in which the same medication was dispensed for Norma J. Johnson; failing to adequately monitor Norma J. Johnson's medication administration; ...

SOVEREIGN HEALTHCARE v. Estate of Huerta

SOVEREIGN HEALTHCARE OF TAMPA, LLC, a/k/a Sovereign Healthcare of Tampa, LLC, d/b/a Sovereign Healthcare of Tampa (as to Bayshore Pointe Nursing & Rehab Center), Appellant, v. The ESTATE OF Florinda HUERTA, by and through Dennis HUERTA, ...

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Sarasota Estate Lawyer, Florida

SPONSORED LAWYERS

George Browning

David Chastain Agee

David Wayne Wilcox

SeanCarlo Lopez

Jay Kovar

Jerome Barton Blevins

Ted Starr

William P. Schwarz

Elizabeth A. Walch

Jack Wm. Windt, Esquire

TIPS

LEGAL TERMS

FINAL BENEFICIARY

PER CAPITA

SURVIVING SPOUSE'S TRUST

SWEARING MATCH

SURROGATE COURT

CHARITABLE TRUST

SUMMARY PROBATE

LIFE BENEFICIARY

GROSS ESTATE

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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