Wauchula Trusts 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
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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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Kenneth Bruce Evers

Litigation, State and Local, Trusts, Civil Rights

Status: In Good Standing Licensed: 29 Years

CONTACT

Wauchula, FL 33873

David Floyd Schumacher

Real Estate, Federal Appellate Practice, Trusts, Contract

Status: In Good Standing Licensed: 15 Years

CONTACT

4604 Calatrava Ave, Sebring, FL 33872

Frank Clay Oberhausen

Federal Trial Practice, Trusts, Family Law, Personal Injury

Status: In Good Standing Licensed: 52 Years

CONTACT

120 Parkview Rd, Sebring, FL 33870

David F Lanier

Real Estate, Trusts, Wills & Probate, Estate Planning

Status: Retired Licensed: 71 Years

CONTACT

30 E Main, Avon Park, FL 33825

James V Lobozzo

Construction, Trusts, Elder Law, Contract

Status: In Good Standing Licensed: 45 Years

CONTACT

211 S Ridgewood Dr, Sebring, FL 33870

Clifford M. Ables III

Real Estate, Wills & Probate, Trusts, Elder Law

Status: In Good Standing Licensed: 50 Years

CONTACT

551 S Commerce Ave, Sebring, FL 33870

Kimberly L. Sapp

Real Estate, Trusts, Personal Injury, Wills & Probate

Status: In Good Standing Licensed: 29 Years

CONTACT

425 S Commerce Ave, Sebring, FL 33870

800-923-0641

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LEGAL TERMS

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

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.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

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.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

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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Wauchula Trusts Lawyer, Florida

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

Kenneth Bruce Evers

David Floyd Schumacher

Frank Clay Oberhausen

David F Lanier

James V Lobozzo

Clifford M. Ables III

Kimberly L. Sapp

TIPS

LEGAL TERMS

SUCCESSOR TRUSTEE

DISINHERIT

INTESTATE

IRREVOCABLE TRUST

LIVING TRUST

GRANTOR

SPENDTHRIFT TRUST

ESTATE PLANNING

ABATEMENT

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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