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
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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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Includes: Gift Taxation

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

Bert J Harris

State and Local, Commercial Real Estate, Estate Planning, Administrative Law

Status: In Good Standing Licensed: 45 Years

CONTACT

401 Dal Hall Blvd, Lake Placid, FL 33852

Brandon Scott Craig

Commercial Real Estate, Estate Planning, Elder Law

Status: In Good Standing Licensed: 14 Years

CONTACT

551 S Commerce Ave, Sebring, FL 33870

Carol L Hill

Commercial Real Estate, Government, Estate Planning, Estate

Status: In Good Standing Licensed: 17 Years

CONTACT

101 E Wall St, Frostproof, FL 33843

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

Danielle Lynn Brewer

Estate Planning

Status: In Good Standing Licensed: 12 Years

CONTACT

115 E Oak St, Arcadia, FL 34266

David F Lanier

Real Estate, Trusts, Wills & Probate, Estate Planning

Status: Retired Licensed: 72 Years

CONTACT

30 E Main, Avon Park, FL 33825

Eugene Ellis Waldron

Estate Planning, Business, Commercial Real Estate, Wills & Probate

Status: In Good Standing

CONTACT

124 North Brevard Avenue, Arcadia, FL 34266

Guy Alan Flowers

General Practice

Status: In Good Standing

CONTACT

115 E Oak St, Arcadia, FL 34266

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

800-923-0641

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LEGAL TERMS

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

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.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

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

Anthony Albert Accorsi

Bert J Harris

Brandon Scott Craig

Carol L Hill

Clifford Robert Rhoades

Danielle Lynn Brewer

David F Lanier

Eugene Ellis Waldron

Guy Alan Flowers

J Ross Macbeth

TIPS

LEGAL TERMS

GRANTOR RETAINED INCOME TRUST

ENDOWMENT INSURANCE

DEVISEE

HEIR AT LAW

SPRINKLING TRUST

TRUST MERGER

BEQUEATH

BANKRUPTCY ESTATE

POWER OF APPOINTMENT

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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