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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

Kevin Daniel O'Hara

Tax, Wills & Probate, Estate Planning, Corporate

Status: In Good Standing Licensed: 41 Years

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24422 Avenida De La Carlota, Laguna Hills, CA 92653

Robert Burch

Farms, Estate Planning, Corporate, Business Organization

Status: In Good Standing Licensed: 28 Years

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20281 Sw Birch, Newport Beach, CA 92660

Eric Richard Bardwell

International Tax, Wills, Estate Planning, Estate

Status: In Good Standing Licensed: 16 Years

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3 Park Plz, Irvine, CA 92614

Scott Allen Harshman

Tax, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing

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3 Park Plaza, Irvine, CA 92614

Joy Berus

International Trade, Entertainment, Gift Taxation, Business

Status: In Good Standing Licensed: 32 Years

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620 Newport Center Dr, Newport Coast, CA 92660

Goodarz T Agahi

Tax, Gift Taxation, Merger & Acquisition

Status: In Good Standing

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1 Park Plaza, Irvine, CA 92614

Craig Charles Glorioso

Commercial Real Estate, Real Estate, Estate Planning

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3161 Michelson Dr, Irvine, CA 92612

Carol Lynn Lew

Tax, International, Government, Gift Taxation

Status: In Good Standing

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660 Newport Center Dr, Newport Coast, CA 92660

Ryan Charles Gaglio

Tax, International Tax, Gift Taxation, Corporate

Status: In Good Standing

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660 Newport Center Dr, Newport Coast, CA 92660

Timothy Cahill Pickart

Estate Planning, International Tax, Business, Trusts, Estate

Status: In Good Standing

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120 Newport Center Drive, Newport Coast, CA 92660

800-923-0641

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LEGAL TERMS

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.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

CURATOR

See conservator.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB 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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El Toro Estate Planning Lawyer, California, page 7

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Kevin Daniel O'Hara

Robert Burch

Eric Richard Bardwell

Scott Allen Harshman

Joy Berus

Goodarz T Agahi

Craig Charles Glorioso

Carol Lynn Lew

Ryan Charles Gaglio

Timothy Cahill Pickart

TIPS

LEGAL TERMS

CONTINGENT BENEFICIARY

SUMMARY PROBATE

CURATOR

PROVING A WILL

ENTITY

TRUSTEE

TESTAMENTARY TRUST

ESTATE TAXES

LIFE BENEFICIARY

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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