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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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Steven Robert Mortimer

Power of Attorney, Real Estate, Health Care Other, Trusts

Status: In Good Standing

CONTACT

110 N D St, Madera, CA 93638

Mason Lee Brawley

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing

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2039 Canal St, Merced, CA 95340

Stuart B Spencer

Public Law, Trusts, Estate, Business

Status: In Good Standing

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548 W 21St St, Merced, CA 95340

Kevin Francis Kelley

Tax, Real Estate, International, Gift Taxation

Status: In Good Standing Licensed: 41 Years

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2844 Park Ave, Merced, CA 95348

L Carmen Ramirez

Land Use & Zoning, Agriculture, Trusts, Contract

Status: In Good Standing Licensed: 15 Years

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712 W 23Rd St, Merced, CA 95340

Thomas Marshall Curry

Estate Planning, Personal Injury, Mass Torts, Trusts, Wills

Status: In Good Standing

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728 W 19Th St, Merced, CA 95340

Richard Timothy Marchini

Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 16 Years

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Merced, CA 95344

Cyril Leonard Lawrence

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 53 Years

CONTACT

2111 K St, Merced, CA 95340

Charles Rayburn Wilson

Trusts, Estate

Status: In Good Standing

CONTACT

548 W 21st St, Merced, CA 95340

Nini Lee

Litigation, Trusts, Estate, Civil & Human Rights

Status: In Good Standing Licensed: 26 Years

CONTACT

835 W 20Th St, Merced, CA 95340

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.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

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.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

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.

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.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

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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Chowchilla Estate Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Steven Robert Mortimer

Mason Lee Brawley

Stuart B Spencer

Kevin Francis Kelley

L Carmen Ramirez

Thomas Marshall Curry

Richard Timothy Marchini

Cyril Leonard Lawrence

Charles Rayburn Wilson

Nini Lee

TIPS

LEGAL TERMS

AUGMENTED ESTATE

INTESTATE

TRUST MERGER

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

SURVIVING SPOUSE'S TRUST

GENERATION-SKIPPING TRANSFER TAX

PROPERTY CONTROL TRUST

SPECIAL ADMINISTRATOR

BYPASS TRUST

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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