Zolfo Springs Estate Planning 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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Includes: Gift Taxation

William Joseph Nielander

Estate Planning, Divorce, Admiralty & Maritime, Contract, Dispute Resolution

Status: Licensed: 41 Years

CONTACT

172 E Interlake Blvd, Lake Placid, FL 33852

Brandon Scott Craig

Commercial Real Estate, Estate Planning, Elder Law

Status: Licensed: 14 Years

CONTACT

551 S Commerce Ave, Sebring, FL 33870

Thomas James Wohl

Commercial Real Estate, State and Local, Estate Planning, Divorce & Family Law

Status: Licensed: 19 Years

CONTACT

425 S Commerce Ave, Sebring, FL 33870

Jack Michael Swaine

Commercial Real Estate, Estate Planning, Business, Bankruptcy & Debt

Status: Licensed: 59 Years

CONTACT

425 S Commerce Ave, Sebring, FL 33870

Robert S. Swaine

Commercial Real Estate, State and Local, Estate Planning, Life & Health

Status: Licensed: 24 Years

CONTACT

425 S Commerce Ave, Sebring, FL 33870

Jocelyn K. Skipper

Commercial Real Estate, Estate Planning, Estate, Elder Law

Status: Licensed: 9 Years

CONTACT

425 S Commerce Ave, Sebring, FL 33870

John Kelly Mcclure

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

Status: 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: Licensed: 51 Years

CONTACT

143 E Center Ave, Sebring, FL 33870

Clifford Robert Rhoades

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

Status: Licensed: 44 Years

CONTACT

2141 Lakeview Dr, Sebring, FL 33870

J Ross Macbeth

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

Status: Licensed: 50 Years

CONTACT

2543 Us Highway 27 S, Sebring, FL 33870

800-923-0641

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LEGAL TERMS

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.

SUCCESSOR TRUSTEE

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

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

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.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

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, page 2

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

William Joseph Nielander

Brandon Scott Craig

Thomas James Wohl

Jack Michael Swaine

Robert S. Swaine

Jocelyn K. Skipper

John Kelly Mcclure

Anthony Albert Accorsi

Clifford Robert Rhoades

J Ross Macbeth

TIPS

LEGAL TERMS

GENERATION-SKIPPING TRANSFER TAX

SUCCESSOR TRUSTEE

BENEFICIARY

INTESTATE SUCCESSION

OFFICER

PREDECEASED SPOUSE

SPRINKLING TRUST

KINDRED

POWER OF APPOINTMENT

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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