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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

Daniel D Kopman

Litigation, Wills, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

1198 Noria St, Laguna Niguel, CA 92651

Stephanie Diane Winstead

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing Licensed: 19 Years

CONTACT

28202 Cabot Rd, Laguna Niguel, CA 92677

John Michael Minnott

Immigration, Trusts, Estate Planning, Wrongful Termination

Status: In Good Standing Licensed: 52 Years

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Laguna Hills, CA 92654

Todd Armistead Carper

Tax, Gift Taxation

Status: In Good Standing Licensed: 21 Years

CONTACT

4 Danforth Ave, Laguna Niguel, CA 92677

Nancy Coffman Ferruzzo

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 46 Years

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28291 Via Rueda, San Juan Capistrano, CA 92675

David T. Estes

Estate Planning, Trusts

Status: In Good Standing Licensed: 45 Years

CONTACT

Estes & Estes, San Clemente, CA 92673

Jon Robert Wadsworth

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 23 Years

CONTACT

24000 Avila Rd, Laguna Niguel, CA 92677

Roberta Ann Chittenden

Real Estate, Trusts, Gift Taxation, Business

Status: In Good Standing Licensed: 45 Years

CONTACT

Laguna Beach, CA 92652

James Roger Mccoy

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 28 Years

CONTACT

205 Avenida Del Mar, San Clemente, CA 92674

Dennis Ronald Brown

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 50 Years

CONTACT

26681 Cadiz Cir, San Juan Capistrano, CA 92691

800-923-0641

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LEGAL TERMS

MARITAL LIFE ESTATE TRUST

See AB trust.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

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.

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.

NET ESTATE

The value of all property owned at death less liabilities or debts.

GRANTOR

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

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

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

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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Dana Point Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Daniel D Kopman

Stephanie Diane Winstead

John Michael Minnott

Todd Armistead Carper

Nancy Coffman Ferruzzo

David T. Estes

Jon Robert Wadsworth

Roberta Ann Chittenden

James Roger Mccoy

Dennis Ronald Brown

TIPS

LEGAL TERMS

MARITAL LIFE ESTATE TRUST

ANCILLARY PROBATE

ACCUMULATION TRUST

GENERATION-SKIPPING TRUST

NET ESTATE

GRANTOR

INHERITANCE TAXES

QTIP TRUST

BYPASS TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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