Foothill Ranch Estate Planning 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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Includes: Gift Taxation

Richard T. Hsueh

Employment, Estate Planning, Family Law, Litigation

Status: In Good Standing

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16148 Sand Canyon Avenue, Irvine, CA 92618

John Robert Armstrong

Estate Planning, Workers' Compensation, Construction, Dispute Resolution, Contract

Status: In Good Standing Licensed: 9 Years

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26475 Rancho Parkway South, El Toro, CA 92630

David Allen Talley

Estate Planning, Trusts, Business Successions, Business

Status: In Good Standing Licensed: 34 Years

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116 Agave, El Toro, CA 92630

Krista Lee Powers

International Tax, Trusts, Estate Planning, Estate

Status: In Good Standing

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23832 Rockfield Blvd, El Toro, CA 92630

Kulwinder Singh Ahluwalia

Tax, Gift Taxation

Status: In Good Standing Licensed: 16 Years

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43 Prominence, El Toro, CA 92630

Anthony Joseph Mccarthy

Tax, Real Estate, Gift Taxation, Business

Status: In Good Standing Licensed: 47 Years

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1128 Portola Oaks Dr, Foothill Ranch, CA 92610

Eugene Kim

Tax, Trusts, Gift Taxation

Status: In Good Standing

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26000 Towne Centre Dr, Foothill Ranch, CA 92610

Jonathan David Alexander

Wills, Trusts, Estate Planning

Status: Suspended Licensed: 21 Years

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26632 Towne Center Dr, Foothill Ranch, CA 92610

Jonathan David Alexander

Trusts, Estate Planning, Employment, Business

Status: In Good Standing Licensed: 21 Years

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26632 Towne Center Dr, Foothill Ranch, CA 92610

John Francis Nolan

Tax, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 47 Years

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26000 Towne Centre Dr, Foothill Ranch, CA 92610

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.

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.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

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.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

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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Foothill Ranch Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Richard T. Hsueh

John Robert Armstrong

David Allen Talley

Krista Lee Powers

Kulwinder Singh Ahluwalia

Anthony Joseph Mccarthy

Eugene Kim

Jonathan David Alexander

Jonathan David Alexander

John Francis Nolan

TIPS

LEGAL TERMS

ALTERNATE BENEFICIARY

SUMMARY PROBATE

REMAINDERMAN

ADMINISTRATION (OF AN ESTATE)

CONSERVATOR

RULE AGAINST PERPETUITIES

LIFE BENEFICIARY

BYPASS TRUST

POWER OF APPOINTMENT

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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