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Timothy J. Doherty
About | Practice Areas
Law Office of Timothy J. Doherty
10 Crater Lake Ave Medford, OR 97504» view map
Estate Law
Experience You Can Trust

The topic of wills and trusts can be confusing, but my job is to help you decide what’s right for you. Call me to set up a free consultation.

800-878-0640
1. Timothy J. Doherty Medford, OR
  Attorney at Law- OR
  Empire College School of Law, J.D. 2012
2. AboutLaw Office of Timothy J. Doherty
  Experience You Can Trust
3. Practice AreasExpertise
  Estate
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Robin Rudderow

Immigration, Trusts, Estate Planning, Criminal

Status: In Good Standing Licensed: 38 Years

CONTACT

Bodega Bay, CA 94923

Max Aaron Broome

Real Estate, Industry Specialties, Business, Trusts

Status: In Good Standing Licensed: 22 Years

CONTACT

5801 Orchard Ln, Forestville, CA 95436

Lon D. Lazar

Estate Planning, Contract, Dispute Resolution, Commercial Real Estate, Trusts

Status: In Good Standing Licensed: 38 Years

CONTACT

6490 Front St, Forestville, CA 95436

Kevin Thomas O'Connor

Trusts, Estate

Status: In Good Standing Licensed: 10 Years

CONTACT

Graton, CA 95444

Alan Joel Silver

Estate Planning, International Tax, Trusts, Estate, Wills

Status: Inactive Licensed: 52 Years

CONTACT

16129 Main St, Guerneville, CA 95446

Stephen R Grant

Wills, Trusts, Estate Planning, Estate

Status: Inactive Licensed: 59 Years

CONTACT

Occidental, CA 95465

Charles D. Stark

Estate Planning, Elder Law, Family Law, Trusts, Estate

Status: In Good Standing

CONTACT

1550 Airport Blvd, Santa Rosa, CA 95403

Charles Douglas Stark

Estate Planning, Elder Law, Family Law, Trusts, Estate

Status: In Good Standing

CONTACT

1550 Airport Blvd, Santa Rosa, CA 95403

Robert Kern Maize

International, Wills, Trusts, Estate

Status: In Good Standing Licensed: 48 Years

CONTACT

3755 Brickway Blvd, Santa Rosa, CA 95403

Emily Jean Keeran

Trusts

Status: In Good Standing Licensed: 10 Years

CONTACT

2733 Guerneville Rd, Santa Rosa, CA 95401

800-923-0641

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LEGAL TERMS

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

IRREVOCABLE TRUST

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

FUNDING A TRUST

Transferring ownership of property to a trust.

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.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

GRANTOR

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

SAMPLE LEGAL CASES

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...

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Camp Meeker Trusts Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Robin Rudderow

Max Aaron Broome

Lon D. Lazar

Kevin Thomas O'Connor

Alan Joel Silver

Stephen R Grant

Charles D. Stark

Charles Douglas Stark

Robert Kern Maize

Emily Jean Keeran

TIPS

LEGAL TERMS

AUGMENTED ESTATE

IRREVOCABLE TRUST

FUNDING A TRUST

GRANT DEED

GENERATION-SKIPPING TRUST

LAPSE

INCOMPETENCE

HEIR APPARENT

GRANTOR

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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