Zolfo Springs Estate Planning 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
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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Includes: Gift Taxation

John Walter Burton

Power of Attorney, Real Estate, Estate Planning, Estate

Status: In Good Standing Licensed: 38 Years

CONTACT

Wauchula, FL 33873

Jerald Steven Southwell

Commercial Real Estate, Land Use & Zoning, Traffic, Estate Planning

Status: In Good Standing Licensed: 20 Years

CONTACT

Wauchula, FL 33873

John W H Burton

Commercial Real Estate, Real Estate, Estate Planning, Estate

Status: In Good Standing Licensed: 75 Years

CONTACT

Wauchula, FL 33873

Linda Gayle Sasser

Landlord-Tenant, Estate Planning, Child Support, Divorce & Family Law

Status: In Good Standing Licensed: 32 Years

CONTACT

1229 Pine Ct, Wauchula, FL 33873

J Ross Macbeth

Commercial Real Estate, International Tax, State and Local, Estate Planning

Status: In Good Standing Licensed: 50 Years

CONTACT

2543 Us Highway 27 S, Sebring, FL 33870

Parke C. Sutherland

Government Agencies, Estate Planning, Family Law, Elder Law

Status: In Good Standing Licensed: 20 Years

CONTACT

900 W Main St, Avon Park, FL 33825

David F Lanier

Real Estate, Trusts, Wills & Probate, Estate Planning

Status: Retired Licensed: 72 Years

CONTACT

30 E Main, Avon Park, FL 33825

Clifford Robert Rhoades

Commercial Real Estate, Estate Planning, Elder Law, Banking & Finance

Status: In Good Standing Licensed: 44 Years

CONTACT

2141 Lakeview Dr, Sebring, FL 33870

John Kelly Mcclure

Commercial Real Estate, Land Use & Zoning, State and Local, Estate Planning, Business

Status: In Good Standing Licensed: 45 Years

CONTACT

211 S Ridgewood Dr, Sebring, FL 33870

Anthony Albert Accorsi

Real Estate, Lawsuit & Dispute, Estate Planning, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 51 Years

CONTACT

143 E Center Ave, Sebring, FL 33870

800-923-0641

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LEGAL TERMS

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.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

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.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

DEED OF TRUST

See trust deed.

SAMPLE LEGAL CASES

Brundage v. Bank of America

... disputed transfers from the trust. Dorothy Gutsgell and her husband, who had no children of their own, executed a series of estate planning documents, using the law firm of Ruden McClosky for their planning. In 1992 Dorothy, as ...

Yang Enterprises, Inc. v. Georgalis

... Petitioners filed suit against Respondent for trade secret theft, tortious interference with a business relationship, and trade libel. In 1999, Petitioners retained Anthony Palma, an attorney in Broad and Cassel's Orlando office, for estate planning services. ...

Wheeler v. Powers

... In 2000, Dorothy L. Powers and her husband, Albert Powers, retained Kenneth B. Wheeler, an estates and trust attorney, to prepare estate planning documents. ... [1]. On December 20, 2004, Dorothy created several new estate planning documents through a different attorney. ...

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Zolfo Springs Estate Planning Lawyer, Florida

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

John Walter Burton

Jerald Steven Southwell

John W H Burton

Linda Gayle Sasser

J Ross Macbeth

Parke C. Sutherland

David F Lanier

Clifford Robert Rhoades

John Kelly Mcclure

Anthony Albert Accorsi

TIPS

LEGAL TERMS

GRANT DEED

CONTINGENT BENEFICIARY

PROBATE COURT

PROBATE

TRUST MERGER

FAMILY ALLOWANCE

ESTATE TAXES

PROPERTY CONTROL TRUST

DEED OF TRUST

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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