Tallevast Trusts Lawyer, Florida, page 2

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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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Charla Mcnally Burchett

Commercial Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 37 Years

CONTACT

1858 Ringling Blvd, Sarasota, FL 34236

Christopher Allen Staine

Commercial Real Estate, Federal Trial Practice, Trusts, Estate Planning

Status: In Good Standing

CONTACT

Sarasota, FL 34230

Christos Nicholoudis

Commercial Real Estate, Wills, Trusts, Criminal

Status: In Good Standing

CONTACT

1432 1St St, Sarasota, FL 34236

Craig R Harrison

Civil Rights, Estate Planning, Commercial Real Estate, Guardianships & Conservatorships, Trusts

Status: In Good Standing Licensed: 41 Years

CONTACT

1605 Main St, Sarasota, FL 34236

Dana Laganella Gerling

Estate Planning, Elder Law, Commercial Real Estate, Trusts, Wills

Status: In Good Standing

CONTACT

6148 State Road 70 E, Bradenton, FL 34203

Dana Laganella Gerling

Commercial Real Estate, Wills, Trusts, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

6148 State Road 70 E, Bradenton, FL 34203

Daniel Marc Plonsky

Trusts, Family Law, Elder Law, Business & Trade

Status: In Good Standing Licensed: 21 Years

CONTACT

3765 Oak Grove Dr, Sarasota, FL 34243

Daniel Herbert Smith

Trusts, Estate Planning, Guardianships & Conservatorships, Elder Law

Status: In Good Standing Licensed: 27 Years

CONTACT

328 N Rhodes Ave, Sarasota, FL 34237

David Mark Silberstein

Trusts, Contract, International Tax, Estate Planning

Status: In Good Standing

CONTACT

Sarasota, FL 34230

David Lawrence Goldman

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

Status: In Good Standing

CONTACT

308 Cocoanut Ave, Sarasota, FL 34236

800-923-0641

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LEGAL TERMS

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.

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

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.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

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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Tallevast Trusts Lawyer, Florida, page 2

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

Charla Mcnally Burchett

Christopher Allen Staine

Christos Nicholoudis

Craig R Harrison

Dana Laganella Gerling

Dana Laganella Gerling

Daniel Marc Plonsky

Daniel Herbert Smith

David Mark Silberstein

David Lawrence Goldman

TIPS

LEGAL TERMS

GROSS ESTATE

PUBLIC ADMINISTRATOR

GRANT DEED

DISCHARGE (OF PROBATE ADMINISTRATOR)

DISTRIBUTEE

ADMINISTRATION (OF AN ESTATE)

PETITION

RESIDUARY BENEFICIARY

INVESTOR

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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