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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

Renee M Stewart

General Practice

Status: In Good Standing Licensed: 36 Years

CONTACT

Mill City, OR 97360

Ernest H Badeau

Federal, Estate Planning, Family Law, Elder Law

Status: In Good Standing Licensed: 20 Years

CONTACT

Molalla, OR 97038

Jennifer Lynne Tiger

General Practice

Status: In Good Standing

CONTACT

Stayton, OR 97383

David A Kushner

Commercial Real Estate, Estate Planning

Status: Suspended Licensed: 45 Years

CONTACT

22846 S Reid Rd, Estacada, OR 97023

Donald M. Kelley

Commercial Real Estate, Estate Planning, Business

Status: In Good Standing Licensed: 50 Years

CONTACT

110 N 2nd St, Silverton, OR 97381

Patrick E Doyle

Real Estate, Estate Planning, Civil & Human Rights, Business & Trade

Status: In Good Standing Licensed: 30 Years

CONTACT

429 N. Water Street, Silverton, OR 97381

Randall J Adams

Income Tax, Corporate Tax, Tax, Gift Taxation

Status: In Good Standing Licensed: 33 Years

CONTACT

195-B N. Main Street, Mount Angel, OR 97362

Andrew K Kauffman

Commercial Real Estate, Electronic Commerce, Estate Planning, Personal Injury

Status: In Good Standing Licensed: 25 Years

CONTACT

Canby, OR 97013

Cynthia Allen Mccormick

Elder Law, Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 34 Years

CONTACT

21075 S Mountain Meadow Rd, Beavercreek, OR 97004

Roger A Nelson

Estate Planning

Status: In Good Standing Licensed: 62 Years

CONTACT

69120 N Pine, Sisters, OR 97759

800-923-0641

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LEGAL TERMS

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.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

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.

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.

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. ...

Detroit Estate Planning Lawyer, Oregon

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Renee M Stewart

Ernest H Badeau

Jennifer Lynne Tiger

David A Kushner

Donald M. Kelley

Patrick E Doyle

Randall J Adams

Andrew K Kauffman

Cynthia Allen Mccormick

Roger A Nelson

TIPS

LEGAL TERMS

ALTERNATE BENEFICIARY

IRREVOCABLE TRUST

FAILURE OF ISSUE

PRETERMITTED HEIR

PROPERTY CONTROL TRUST

CERTIFIED COPY

PETITION

CONTINGENT BENEFICIARY

QDOT TRUST

SAMPLE LEGAL CASES

Connall v. Felton

LANDAUER v. LANDAUER

Landauer v. Landauer

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