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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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Scott David Christensen

Land Use & Zoning, Litigation, Trusts, Corporate

Status: In Good Standing Licensed: 29 Years

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Auburn, CA 95604

Michael Jack Berlant

Trusts, Estate, Divorce & Family Law

Status: In Good Standing Licensed: 45 Years

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Auburn, CA 95604

Russell Peter Baldo

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 51 Years

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Auburn, CA 95604

Katharine Jo Shaw

Estate Planning, Business, Trusts, Estate, Wills

Status: In Good Standing Licensed: 19 Years

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210 Grove St, Tahoe City, CA 96145

Jill Shannon Gregory

Trusts, Estate Planning

Status: In Good Standing Licensed: 28 Years

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640 N. Lake Blvd., Tahoe City, CA 96145

Brent Patrick Collinson

Immigration, Public Law, Trusts, Child Custody

Status: In Good Standing

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9709 Hwy 267, Truckee, CA 96161

Robert Frederick French

Accident & Injury, Estate, Lawsuit & Dispute, Real Estate

Status: In Good Standing Licensed: 47 Years

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Truckee, CA 96160

Craig Bradford Close

Accident & Injury, Corporate, Estate, DUI-DWI, Real Estate

Status: In Good Standing Licensed: 47 Years

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Truckee, CA 96160

John Gregory Downing

Real Estate, Estate, Family Law, DUI-DWI

Status: In Good Standing Licensed: 33 Years

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10069 W River St, Truckee, CA 96161

Erica L Shepard

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 16 Years

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10280 Donner Pass Rd, Truckee, CA 96161

800-923-0641

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LEGAL TERMS

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

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 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.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

SAMPLE LEGAL CASES

In re Estate of Young

Stephen Parker, as administrator of the estate of Irma E. Young, deceased (the Estate), filed this petition under Probate Code section 850, subdivision (a), [1] to request an order and judgment establishing the Estate's ownership of certain real property and personal property held by ...

Estate of Kievernagel

In this case we must decide whether a widow has the right to use her late husband's frozen sperm to attempt to conceive a child where her late husband signed an agreement with the company storing the frozen sperm providing that the frozen sperm was to be discarded upon his ...

Estate of Bennett

Claimants Smith Heavy Industrial Transit Corporation and Advanced Development Holdings, Inc. (collectively Smith), appeal from a probate court order granting the motion of petitioners Lu Ella Bennett, Jack H. Bennett, Jr., and Louise Comer to set aside and rescind a ...

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Carnelian Bay Estate Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Scott David Christensen

Michael Jack Berlant

Russell Peter Baldo

Katharine Jo Shaw

Jill Shannon Gregory

Brent Patrick Collinson

Robert Frederick French

Craig Bradford Close

John Gregory Downing

Erica L Shepard

TIPS

LEGAL TERMS

PRETERMITTED HEIR

PER CAPITA

FAILURE OF ISSUE

SPENDTHRIFT TRUST

ESTATE TAXES

INHERIT

SWEARING MATCH

ACCUMULATION TRUST

ADMINISTRATION (OF AN ESTATE)

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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