Larkspur 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

Johanna Alexandria Kecskes

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 28 Years

CONTACT

80 E Sir Francis Drake Blvd, Larkspur, CA 94939

Tina L Lucero

Commercial Bankruptcy, Estate Planning, Commercial Real Estate, Real Estate

Status: Suspended Licensed: 58 Years

CONTACT

2300 Lincoln Village Cir, Larkspur, CA 94939

Elizabeth Rose Malay

Commercial Real Estate, Litigation, Estate Planning, Business & Trade

Status: In Good Standing Licensed: 11 Years

CONTACT

18 Myrtle Avenue, Larkspur, CA 94939

Duane Roman Menting

Corporate Tax, Tax, Trusts, Gift Taxation

Status: In Good Standing Licensed: 44 Years

CONTACT

705 Magnolia Ave, Larkspur, CA 94939

Linda Alden Swanson

Estate Planning, International Tax, Commercial Real Estate, Trusts, Wills

Status: In Good Standing Licensed: 56 Years

CONTACT

150 Madrone Ave, Larkspur, CA 94939

Alexander Hughes Kugelman

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 17 Years

CONTACT

21 Tamal Vista Blvd, Corte Madera, CA 94925

Basim M. Humeid

Juvenile Law, Estate Planning, Workers' Compensation, International Tax, Contract

Status: In Good Standing Licensed: 10 Years

CONTACT

336 Bon Air Ctr, Greenbrae, CA 94904

Elle Srisirikul

Tax, Gift Taxation, Business

Status: In Good Standing Licensed: 10 Years

CONTACT

50 Corte Cayuga Ave, Greenbrae, CA 94904

George R. Dirkes

Trusts, Estate Planning

Status: In Good Standing Licensed: 50 Years

CONTACT

80 E Sir Francis Drake Blvd, Larkspur, CA 94939

Matthew W. Harris

Litigation, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 10 Years

CONTACT

700 Larkspur Landing Cir, Larkspur, CA 94939

800-923-0641

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LEGAL TERMS

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.

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.

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.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

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.

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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Larkspur Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Johanna Alexandria Kecskes

Tina L Lucero

Elizabeth Rose Malay

Duane Roman Menting

Linda Alden Swanson

Alexander Hughes Kugelman

Basim M. Humeid

Elle Srisirikul

George R. Dirkes

Matthew W. Harris

TIPS

LEGAL TERMS

SUMMARY PROBATE

LETTERS TESTAMENTARY

ENTITY

BENEFICIARY

FAILURE OF ISSUE

PROBATE COURT

DOWER AND CURTESY

QDOT TRUST

RULE AGAINST PERPETUITIES

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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