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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

Andrew Christopher Smith

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

Status: In Good Standing Licensed: 14 Years

CONTACT

Bakersfield, CA 93386

Anna Ferran Wells

Divorce & Family Law, Estate, Divorce, Estate Planning

Status: In Good Standing Licensed: 13 Years

CONTACT

1430 Truxtun Ave, Bakersfield, CA 93301

Anton Labrentz

Estate Planning, Federal Appellate Practice, Business, Trusts, Estate

Status: In Good Standing Licensed: 19 Years

CONTACT

1626 19Th St, Bakersfield, CA 93301

Anton Heyn Labrentz

Estate Planning, Federal Appellate Practice, Business, Trusts, Estate

Status: In Good Standing Licensed: 19 Years

CONTACT

1626 19Th St, Bakersfield, CA 93301

Barry Lee Goldner

Real Estate, Gift Taxation, Insurance, Business

Status: In Good Standing Licensed: 42 Years

CONTACT

4550 California Ave, Bakersfield, CA 93309

Barry L. Goldner

Traffic, Gift Taxation, Business, Bankruptcy

Status: In Good Standing

CONTACT

4550 California Ave, Bakersfield, CA 93309

Barry Lee Goldner

Real Estate, Lawsuit & Dispute, Gift Taxation, Business

Status: In Good Standing Licensed: 42 Years

CONTACT

4550 California Ave, Bakersfield, CA 93309

Barry Lee Mccown

Wills, Trusts, Gift Taxation, Tax

Status: Suspended Licensed: 45 Years

CONTACT

8110 Willoughby Ct, Bakersfield, CA 93313

Brandon Bryce Holladay

Estate Planning, Personal Injury, Mass Torts, Trusts, Wills

Status: In Good Standing Licensed: 23 Years

CONTACT

1901 Truxtun Ave, Bakersfield, CA 93301

Chris Hamilton

Estate Planning

Status: In Good Standing

CONTACT

1800 30Th Street, Bakersfield, CA 93301

800-923-0641

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LEGAL TERMS

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.

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).

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.

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.

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.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

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.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

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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Keene Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Andrew Christopher Smith

Anna Ferran Wells

Anton Labrentz

Anton Heyn Labrentz

Barry Lee Goldner

Barry L. Goldner

Barry Lee Goldner

Barry Lee Mccown

Brandon Bryce Holladay

Chris Hamilton

TIPS

LEGAL TERMS

HOLOGRAPHIC WILL

GRANTOR RETAINED INCOME TRUST

BYPASS TRUST

INHERIT

PROVING A WILL

EXEMPTION TRUST

AB TRUST

LETTERS TESTAMENTARY

GENERATION-SKIPPING TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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