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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

Victor Taching Chang

Other, Trusts, Gift Taxation, Business

Status: In Good Standing Licensed: 13 Years

CONTACT

7923 Festival Ct, Cupertino, CA 95014

Tracey Kay Edwards

Tax, International, Gift Taxation, Business

Status: In Good Standing Licensed: 42 Years

CONTACT

10377 Vista Knoll Blvd, Cupertino, CA 95014

Minda B. Parrish

Estate Planning

Status: Inactive Licensed: 40 Years

CONTACT

12361 Beauchamps Ln, Saratoga, CA 95070

Jann Besson

Trusts, Estate Planning

Status: In Good Standing Licensed: 30 Years

CONTACT

2310 Homestead Road, Los Altos, CA 94024

Holly L Carmichael

General Practice

Status: In Good Standing Licensed: 15 Years

CONTACT

20400 Stevens Creek Blvd, Cupertino, CA 95014

Ivan Alejandro Morales

Tax, International, Gift Taxation, Employment Discrimination

Status: In Good Standing Licensed: 26 Years

CONTACT

1 Apple Park Way, Cupertino, CA 95014

Richard Gary Glasner

Other, Government, Trusts, Estate Planning

Status: In Good Standing

CONTACT

1 Apple Park Way, San Diego, CA 92166

Frank Orrand Denby

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 17 Years

CONTACT

1021 Tuscany Pl, Cupertino, CA 95014

Peter Craig Stern

Estate Planning, Workers' Compensation, Discrimination, White Collar Crime, Medical Malpractice

Status: In Good Standing Licensed: 27 Years

CONTACT

1 Infinite Loop, Cupertino, CA 95014

Cathy Ann Stahler

Tax, International, Gift Taxation

Status: Inactive Licensed: 33 Years

CONTACT

20120 Las Ondas Way, Cupertino, CA 95014

800-923-0641

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LEGAL TERMS

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.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

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.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

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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Cupertino Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Victor Taching Chang

Tracey Kay Edwards

Minda B. Parrish

Jann Besson

Holly L Carmichael

Ivan Alejandro Morales

Richard Gary Glasner

Frank Orrand Denby

Peter Craig Stern

Cathy Ann Stahler

TIPS

LEGAL TERMS

GENERATION-SKIPPING TRUST

CONTINGENT BENEFICIARY

GRANTOR RETAINED INCOME TRUST

LIFE BENEFICIARY

POUR-OVER WILL

PUBLIC ADMINISTRATOR

WILL

LAPSE

PROBATE COURT

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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