Humboldt County, CA Trusts Lawyers

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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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Chris Carol Hamer

Construction, Trusts, Elder Law, Corporate

Status: In Good Standing

CONTACT

381 Bayside Rd, Arcata, CA 95521

Douglas A. Ingold

Trusts, Estate

Status: In Good Standing Licensed: 48 Years

CONTACT

165 Myrtle Ct, Arcata, CA 95521

Arthur Gary Nielsen

Power of Attorney, Trusts, Gift Taxation, Corporate

Status: In Good Standing Licensed: 30 Years

CONTACT

2850 Harris St, Eureka, CA 95503

James Dale Poovey

Estate Planning, Elder Law, Commercial Real Estate, Business, Trusts

Status: In Good Standing Licensed: 46 Years

CONTACT

937 6Th St, Eureka, CA 95501

Arthur Nielsen

Litigation, Trusts, Gift Taxation, Corporate

Status: In Good Standing Licensed: 30 Years

CONTACT

2850 Harris St, Eureka, CA 95503

Angela Petrusha

Wills, Trusts

Status: In Good Standing

CONTACT

2826 E St, Eureka, CA 95501

Robert Douglas Prior

Real Estate Other, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 67 Years

CONTACT

Eureka, CA 95502

Robert Allen Zigler

Estate Planning, Commercial Real Estate, Trusts, Estate, Wills

Status: In Good Standing Licensed: 47 Years

CONTACT

677 Main St, Fortuna, CA 95540

James Joseph Aste

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 22 Years

CONTACT

Ferndale, CA 95536

Richard Gordon Daly

Tax, Trusts, Gift Taxation, Estate Planning

Status: Inactive Licensed: 57 Years

CONTACT

1530 Trinity St, Eureka, CA 95501

800-923-0641

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LEGAL TERMS

GRANTOR

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

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

FUNDING A TRUST

Transferring ownership of property to a trust.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

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.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

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.

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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Humboldt County, CA Trusts Lawyers

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Chris Carol Hamer

Douglas A. Ingold

Arthur Gary Nielsen

James Dale Poovey

Arthur Nielsen

Angela Petrusha

Robert Douglas Prior

Robert Allen Zigler

James Joseph Aste

Richard Gordon Daly

TIPS

LEGAL TERMS

GRANTOR

INHERIT

FUNDING A TRUST

AB TRUST

PERSONAL PROPERTY

TRUST MERGER

SWEARING MATCH

KINDRED

CONTINGENT BENEFICIARY

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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