El Sobrante Trusts Lawyer, California

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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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Kathleen A Hunt

Other, Communication & Media Law, Immigration, Trusts, Defamation & Slander

Status: In Good Standing

CONTACT

6002 Barrett Ave, El Cerrito, CA 94530

Peter August Hass

Trusts, Estate, Corporate

Status: In Good Standing

CONTACT

3700 Barrett Ave, El Sobrante, CA 94805

Howard Phillip Abelson

Commercial Real Estate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 56 Years

CONTACT

3220 Blume Dr, El Sobrante, CA 94806

Joel David Abelson

Trusts, Estate, Employee Rights, Employment

Status: In Good Standing Licensed: 9 Years

CONTACT

3220 Blume Dr, El Sobrante, CA 94806

David Roger Welden

Trusts, Estate

Status: In Good Standing Licensed: 43 Years

CONTACT

623 Ventura St, El Sobrante, CA 94805

Adriana J Quintero

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 32 Years

CONTACT

7511 Fairmount Ave, El Cerrito, CA 94530

Angelina Rocco

Trusts, Workers' Compensation, Employment

Status: In Good Standing Licensed: 27 Years

CONTACT

3229 Barrett Ave, Richmond, CA 94804

Alice K Dueker

Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 14 Years

CONTACT

N/A, Richmond, CA 94804

Catherine R. Trimbur

Trusts, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 42 Years

CONTACT

Berkeley, CA 94707

Jeffery Kent Jackl

Trusts

Status: In Good Standing Licensed: 41 Years

CONTACT

744 Wellesley Ave, Albany, CA 94708

800-923-0641

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LEGAL TERMS

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

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.

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).

NET ESTATE

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

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.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

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

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...

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El Sobrante Trusts Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Kathleen A Hunt

Peter August Hass

Howard Phillip Abelson

Joel David Abelson

David Roger Welden

Adriana J Quintero

Angelina Rocco

Alice K Dueker

Catherine R. Trimbur

Jeffery Kent Jackl

TIPS

LEGAL TERMS

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

QTIP TRUST

GRANTOR RETAINED INCOME TRUST

NET ESTATE

POUR-OVER WILL

INTESTATE SUCCESSION

SUCCESSOR TRUSTEE

NONPROBATE

ALTERNATE BENEFICIARY

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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