Forest Falls Estate Planning Lawyer, California, page 4

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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

Robert L Firth

Wills, Trusts, Estate Planning, Bankruptcy

Status: Retired Licensed: 45 Years

CONTACT

2653 Junipero Ave, Palm Springs, CA 92262

Robert Austin Concolino

Trusts, Gift Taxation, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 51 Years

CONTACT

28150 Highway 189, Lake Arrowhead, CA 92352

Robert E. Smith

Wills, Trusts, Estate Planning

Status: Inactive Licensed: 48 Years

CONTACT

Palm Springs, CA 92262

Michael Steven Kahn

Intellectual Property, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 53 Years

CONTACT

Palm Springs, CA 92263

Annette Louise Isaac

Estate Planning, Family Law, Business & Trade, Commercial Bankruptcy

Status: In Good Standing Licensed: 24 Years

CONTACT

777 E Tahquitz Canyon Way, Palm Springs, CA 92262

Laura Julia O'Kane

Real Estate, Trusts, Gift Taxation, Estate

Status: In Good Standing

CONTACT

777 E. Tahquitz Cyn Way, Palm Springs, CA 92262

Marc Edwin Empey

Health Care Other, Estate Planning, Consumer Protection, Business

Status: In Good Standing

CONTACT

1800 E Tahquitz Canyon Way, Palm Springs, CA 92262

Thomas Stephen Slovak

Estate Planning, Workers' Compensation, Personal Injury, Commercial Real Estate, Business

Status: In Good Standing

CONTACT

1800 E Tahquitz Canyon Way, Palm Springs, CA 92262

Barbara Gene Knox

Estate, Estate Planning, Wills & Probate, Guardianships & Conservatorships

Status: In Good Standing

CONTACT

1130 N. Valdivia Way, Palm Springs, CA 92262

Philip Saul Klatchko

Estate Planning, Bankruptcy, Construction, Contract, Elder Law

Status: In Good Standing Licensed: 50 Years

CONTACT

177 S Civic Dr, Palm Springs, CA 92262

800-923-0641

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LEGAL TERMS

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

CURATOR

See conservator.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

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.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

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.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

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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Forest Falls Estate Planning Lawyer, California, page 4

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Robert L Firth

Robert Austin Concolino

Robert E. Smith

Michael Steven Kahn

Annette Louise Isaac

Laura Julia O'Kane

Marc Edwin Empey

Thomas Stephen Slovak

Barbara Gene Knox

Philip Saul Klatchko

TIPS

LEGAL TERMS

GRANTOR

CURATOR

PERSONAL PROPERTY

PROBATE

POUR-OVER WILL

HOLOGRAPHIC WILL

ESTATE TAXES

HEIR AT LAW

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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