Tallevast Trusts Lawyer, Florida, page 2

Sponsored Law Firm

x
Click For More Info:

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
1. Contact
2. Email
3. Refer
5. Visit:
6. Website
7. Profile

Pamela K. Peelor

Commercial Real Estate, Trusts

Status: Retired Licensed: 47 Years

CONTACT

4224 Presidential Ave Cir E, Bonita Springs, FL 34134

Jessica Wright

Corporate, Family Law, Trusts, Commercial Real Estate

Status: In Good Standing Licensed: 14 Years

CONTACT

5623 Key Largo Ct, Bradenton, FL 34203

Scott Miller

Estate Planning, International Tax, Commercial Real Estate, Business, Trusts

Status: In Good Standing

CONTACT

308B Cocoanut Ave, Sarasota, FL 34236

Scott Mark Miller

Estate Planning, International Tax, Commercial Real Estate, Business, Trusts

Status: In Good Standing Licensed: 32 Years

CONTACT

308B Cocoanut Ave, Sarasota, FL 34236

David Lawrence Goldman

Estate Planning, Elder Law, Consumer Bankruptcy, Commercial Real Estate, Trusts

Status: In Good Standing

CONTACT

308 Cocoanut Ave, Sarasota, FL 34236

Taso Michael Milonas

International Tax, Trusts, Civil Rights, Corporate

Status: In Good Standing

CONTACT

1348 Fruitville Rd, Sarasota, FL 34236

Rachel Virginia Brannan

Personal Injury, Workers' Compensation, Trusts, Elder Law

Status: In Good Standing Licensed: 8 Years

CONTACT

1800 2Nd St, Sarasota, FL 34236

William Lee Mcginness

Commercial Real Estate, International Tax, Trusts, Estate Planning

Status: In Good Standing Licensed: 39 Years

CONTACT

1800 2Nd St, Sarasota, FL 34236

Richard Weissfeld

International Trade, Trusts, Family Law, Personal Injury

Status: In Good Standing Licensed: 60 Years

CONTACT

1800 2Nd St, Sarasota, FL 34236

William Lee Mcginness

Tax, International Tax, Trusts, Estate Planning

Status: In Good Standing

CONTACT

1800 2Nd St, Sarasota, FL 34236

800-923-0641

Free Help: Use This Form or Call 800-943-8690

Call me for fastest results!
800-943-8690

Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

LEGAL TERMS

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.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

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.

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.

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.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

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. ...

SORT BY:

FILTER BY:

Free Consultation
Male
Female
Suspended

Tallevast Trusts Lawyer, Florida, page 2

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

Pamela K. Peelor

Jessica Wright

Scott Miller

Scott Mark Miller

David Lawrence Goldman

Taso Michael Milonas

Rachel Virginia Brannan

William Lee Mcginness

Richard Weissfeld

William Lee Mcginness

TIPS

LEGAL TERMS

SPECIFIC BEQUEST

PETITION

GENERATION-SKIPPING TRANSFER TAX

DISINHERIT

TRUST MERGER

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

SWEARING MATCH

INTER VIVOS TRUST

RULE AGAINST PERPETUITIES

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

SORT BY:

FILTER BY:

PRACTICE AREAS

NEARBY CITY SUGGESTIONS

Lawyer.com Legal Protection Plan

Premium Membership

Additional Services

Resources

My Account Details