Dayton Estate Planning Lawyer, Oregon

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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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2. Email
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Includes: Gift Taxation

Samuel R Justice

Real Estate, Trusts, Estate Planning, Contract

Status: In Good Standing

CONTACT

620 NE 5th Street, Mcminnville, OR 97128

Michael A. Schmidt

Power of Attorney, Medicare & Medicaid, Estate Planning, Guardianships & Conservatorships

Status: In Good Standing Licensed: 46 Years

CONTACT

18525 SW Vincent St, Beaverton, OR 97078

James D. Case

Estate Planning, Elder Law, Corporate, Malpractice

Status: In Good Standing Licensed: 51 Years

CONTACT

9800 Sw Beaverton Hillsdale Hwy, Beaverton, OR 97005

Barbara Smythe

Estate Planning, Elder Law, Wills & Probate

Status: In Good Standing Licensed: 32 Years

CONTACT

12275 Sw 2Nd St, Beaverton, OR 97005

Erin Levine

Bankruptcy, Estate Planning, Guardianships & Conservatorships, Animal Bite

Status: In Good Standing Licensed: 15 Years

CONTACT

9800 Sw Beaverton Hillsdale Hwy, Beaverton, OR 97005

Gail P Vore

Litigation, Estate Planning, Business & Trade, Bankruptcy

Status: In Good Standing Licensed: 36 Years

CONTACT

12725 SW Millikan Way, Beaverton, OR 97005

Mark John Holady

Electronic Commerce, Federal, Government, Estate Planning

Status: In Good Standing Licensed: 34 Years

CONTACT

4800 Sw Griffith Dr, Beaverton, OR 97005

Eddie D. Medina

Trusts, Estate Planning

Status: In Good Standing Licensed: 19 Years

CONTACT

4900 SW Griffith Dr, Beaverton, OR 97005

Bryan Hedlind

Medicare & Medicaid, Estate Planning, Elder Law

Status: In Good Standing Licensed: 14 Years

CONTACT

12725 Sw Millikan Way, Beaverton, OR 97005

Alan H Biedermann

Estate Planning, Family Law, Divorce, Criminal

Status: In Good Standing Licensed: 34 Years

CONTACT

5525 SW 185th Ave, Beaverton, OR 97078

800-923-0641

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LEGAL TERMS

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

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.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

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.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

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.

SAMPLE LEGAL CASES

Connall v. Felton

... a friend. The deed stated that "[t]he true and actual consideration paid for this transfer is $-0-; estate planning." The decedent had the deed notarized at a title insurance company and then recorded the deed. Plaintiff learned ...

LANDAUER v. LANDAUER

... that defendants had acted in concert to exercise undue influence over Henry and Gertrude in a manner that induced them to sell the farm for less than its fair market value under terms that they did not comprehend and that were inconsistent with their estate planning objectives. ...

Dayton Estate Planning Lawyer, Oregon

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Samuel R Justice

Michael A. Schmidt

James D. Case

Barbara Smythe

Erin Levine

Gail P Vore

Mark John Holady

Eddie D. Medina

Bryan Hedlind

Alan H Biedermann

TIPS

LEGAL TERMS

TAKING AGAINST THE WILL

EXEMPTION TRUST

INVESTOR

STATUTORY SHARE

INCOMPETENCE

IN TERROREM

SURVIVING SPOUSE'S TRUST

HOLOGRAPHIC WILL

PUBLIC ADMINISTRATOR

SAMPLE LEGAL CASES

Connall v. Felton

LANDAUER v. LANDAUER

Landauer v. Landauer

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