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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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Includes: Gift Taxation

Matthew Dean Short

Litigation, International, Gift Taxation, Business

Status: In Good Standing Licensed: 25 Years

CONTACT

525 B St, San Diego, CA 92101

Enrique Hernandez

Tax, International, Trusts, Gift Taxation

Status: In Good Standing Licensed: 19 Years

CONTACT

525 B St, San Diego, CA 92101

Pedro Enrique Corona De La Fuente

Tax, International Tax, International, Gift Taxation

Status: In Good Standing Licensed: 14 Years

CONTACT

525 B St, San Diego, CA 92101

Ralph Edmund Hughes

Dispute Resolution, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

401 B St, San Diego, CA 92101

Shannon Noelle Montisano

Trusts, Estate Planning

Status: In Good Standing Licensed: 30 Years

CONTACT

401 B St, San Diego, CA 92101

Stephen Andrew Bond

Dispute Resolution, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

401 B St, San Diego, CA 92101

Camille Anne Perna

Estate Planning, International Tax, Business, Trusts, Estate

Status: In Good Standing Licensed: 20 Years

CONTACT

401 B St, San Diego, CA 92101

James Edward Lauth

Wills, Trusts, Estate Planning, Estate, Business

Status: In Good Standing

CONTACT

401 B St, San Diego, CA 92101

Anne Marie Rudolph

Lawsuit & Dispute, Government, Trusts, Estate Planning

Status: In Good Standing Licensed: 25 Years

CONTACT

401 B St, San Diego, CA 92101

Robert Phillip Pizzuto

International Tax, Trusts, Estate Planning, Estate, Business

Status: In Good Standing

CONTACT

401 B St, San Diego, CA 92101

800-923-0641

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LEGAL TERMS

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.

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.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

FAMILY POT TRUST

See pot trust.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

KINDRED

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

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

SAMPLE LEGAL CASES

Murphy v. Murphy

... The probate court has discretion, circumscribed by the statutory scheme, to order a "substituted judgment" that authorizes a conservator on behalf of a conservatee to take necessary or desirable action to facilitate estate planning, when a reasonably prudent person in the ...

In re Estate of Young

... her lawyer at the time, Dennis Burns. Mr. Burns represented her for 15 years for estate planning purposes and a bankruptcy of one of Young's businesses, Green Thumb Nursery. In the 1991 estate plan, Charles was expressly ...

Chang v. Lederman

... 2. The Law Regarding Liability for Negligence in Estate Planning to Intended or Potential Beneficiaries. ... Nevertheless, the attorney prepared new estate planning documents that fundamentally changed the plan and made a substantial gift to Michael. ...

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Chula Vista Estate Planning Lawyer, California, page 3

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Matthew Dean Short

Enrique Hernandez

Pedro Enrique Corona De La Fuente

Ralph Edmund Hughes

Shannon Noelle Montisano

Stephen Andrew Bond

Camille Anne Perna

James Edward Lauth

Anne Marie Rudolph

Robert Phillip Pizzuto

TIPS

LEGAL TERMS

SPENDTHRIFT TRUST

ENDOWMENT INSURANCE

LETTERS TESTAMENTARY

FAMILY POT TRUST

CHARITABLE TRUST

SPECIFIC BEQUEST

KINDRED

CONSERVATOR

AB TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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