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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: Estate Administration, Living Wills, Wills

Olga Nazimova

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Estate, Wills & Probate

I am a graduate of University of the Pacific, McGeorge School of Law, a private law school in Sacramento, California. I was fortunate enough to have n... (more)

CONTACT

619-236-1136

1011 Camino Del Mar, Del Mar, CA 92014

Shannon Howell

Estate Planning, Wills & Probate, Trusts, Elder Law

Status: In Good Standing

FREE CONSULTATION

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12526 High Bluff Drive, San Diego, CA 92130

Stuart M. Manroel

Family Law, Medical Malpractice, Wills & Probate, Corporate

Status: In Good Standing

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6540 Lusk Boulevard, San Diego, CA 92121

Jack E Stephens

Land Use & Zoning, Wills, Trusts, Estate Planning

Status: In Good Standing

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12526 High Bluff Dr, San Diego, CA 92130

Jack Edward Stephens

Wills, Trusts, Elder Law

Status: In Good Standing

CONTACT

12526 High Bluff Dr, San Diego, CA 92130

Elizabeth Anne Tresp

Tax, Wills, Trusts, Estate

Status: In Good Standing Licensed: 11 Years

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341 South Cedros Avenue, Solana Beach, CA 92075

Elizabeth Anne Tresp

Litigation, Wills, Trusts, Gift Taxation

Status: In Good Standing

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341 S Cedros Ave, Solana Beach, CA 92075

Robert Charles Mardian

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing Licensed: 22 Years

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12230 El Camino Real, San Diego, CA 92130

Kristina Renee Hess

Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 25 Years

CONTACT

6540 Lusk Blvd, San Diego, CA 92121

Eloise Hock Feinstein

Wills & Probate, Trusts

Status: In Good Standing Licensed: 42 Years

CONTACT

Law Office of Eloise Hock Feinstein, San Diego, CA 92130

800-923-0641

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LEGAL TERMS

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.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

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.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

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.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

SAMPLE LEGAL CASES

Guardianship of Ann S.

... 1118 OPINION. CORRIGAN, J.â€”. In 2003 the Legislature enacted Probate Code section 1516.5, making it easier for children in probate guardianships to be adopted by their guardians. (Stats. 2003, ch. ... We granted review. II. DISCUSSION. A. Probate Guardianship. ...

Schwartz v. Labow

... In August 2003, the probate court appointed Lionel B. Sanders, certified public accountant, conservator of Sylvia's and Louis's estates in the related conservatorships. ... DISCUSSION. 1. The probate court had jurisdiction in November 2005 to suspend appellant trustee's powers. ...

Estate of Bennett

... (collectively Smith), appeal from a probate court order granting the motion of petitioners Lu Ella Bennett, Jack H. Bennett, Jr., and Louise Comer to set aside and rescind a settlement agreement and an assignment of their interests in the estate of Jack Harry Bennett (decedent). ...

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Del Mar Wills & Probate Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Olga Nazimova

Shannon Howell

Stuart M. Manroel

Jack E Stephens

Jack Edward Stephens

Elizabeth Anne Tresp

Elizabeth Anne Tresp

Robert Charles Mardian

Kristina Renee Hess

Eloise Hock Feinstein

TIPS

LEGAL TERMS

INHERITANCE TAXES

RULE AGAINST PERPETUITIES

QDOT TRUST

SURVIVING SPOUSE'S TRUST

INHERIT

TRUST MERGER

DISCHARGE (OF PROBATE ADMINISTRATOR)

INVESTOR

ALTERNATE BENEFICIARY

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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