Colton Estate Planning Lawyer, California

Sponsored Law Firm

x
Click For More Info:

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
1. Contact
2. Email
3. Refer
5. Visit:
6. Website
7. Profile

Includes: Gift Taxation

Christopher Aaron Shumate

Other, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 19 Years

CONTACT

1801 Orange Tree Ln, Redlands, CA 92374

Robert Wareing Cannon

Trusts, Estate Planning

Status: In Good Standing

CONTACT

1806 Orange Tree Ln, Redlands, CA 92375

John Kevin Mirau

Tax, Commercial Real Estate, Real Estate, Estate Planning

Status: In Good Standing

CONTACT

1806 Orange Tree Ln, Redlands, CA 92375

Matthew Murillo

Estate Planning, DUI-DWI, Criminal, Business & Trade

Status: In Good Standing

CONTACT

1255 W Colton Ave, Redlands, CA 92374

Tori Lee Praul

Tax, International, Gift Taxation, Elder Law

Status: In Good Standing Licensed: 16 Years

CONTACT

1040 Iowa Ave, Riverside, CA 92507

J. David Horspool

Wills & Probate, Trusts, Estate Planning, Guardianships & Conservatorships, Business

Status: In Good Standing Licensed: 43 Years

CONTACT

300 E State St, Redlands, CA 92373

Herbert Lee Chavers

Trusts, Estate Planning, Merger & Acquisition

Status: In Good Standing Licensed: 35 Years

CONTACT

5041 La Mart Dr, Riverside, CA 92507

Julienne Marie Peccorini

Tax, Trusts, Gift Taxation, Employee Rights

Status: In Good Standing Licensed: 36 Years

CONTACT

1845 Business Center Dr, San Bernardino, CA 92408

Karin Elizabeth Horspool

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 25 Years

CONTACT

300 E State St, Redlands, CA 92373

Darrell Kevin Moore

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 36 Years

CONTACT

1040 Iowa Ave, Riverside, CA 92507

800-923-0641

Free Help: Use This Form or Call 800-943-8690

Call me for fastest results!
800-943-8690

Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

LEGAL TERMS

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.

GRANTOR

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

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

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.

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.

FAMILY POT TRUST

See pot 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. ...

SORT BY:

FILTER BY:

Free Consultation
Male
Female
Suspended

Colton Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Christopher Aaron Shumate

Robert Wareing Cannon

John Kevin Mirau

Matthew Murillo

Tori Lee Praul

J. David Horspool

Herbert Lee Chavers

Julienne Marie Peccorini

Karin Elizabeth Horspool

Darrell Kevin Moore

TIPS

LEGAL TERMS

SURVIVING SPOUSE'S TRUST

GRANTOR

DOWER AND CURTESY

EXEMPTION TRUST

ABATEMENT

GENERATION-SKIPPING TRANSFER TAX

FAILURE OF ISSUE

SPENDTHRIFT TRUST

FAMILY POT TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

SORT BY:

FILTER BY:

PRACTICE AREAS

NEARBY CITY SUGGESTIONS

Lawyer.com Legal Protection Plan

Premium Membership

Additional Services

Resources

My Account Details