Larkspur Estate Planning Lawyer, California, page 3

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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

Sterling Lloyd Ross

Medical Products & Devices, State and Local, Trusts, Estate Planning

Status: In Good Standing Licensed: 52 Years

CONTACT

125 Morning Sun Ave, Mill Valley, CA 94941

James Lee Brat

Real Estate, Gift Taxation, Employee Rights, Business

Status: In Good Standing Licensed: 27 Years

CONTACT

591 Redwood Hwy Frontage Rd, Mill Valley, CA 94941

Wayne Harlan Gilbert

Tax, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 46 Years

CONTACT

3950 Civic Center Drive, San Rafael, CA 94903

Alan Richard Sankin

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 49 Years

CONTACT

10 Owlswood Rd, Belvedere Tiburon, CA 94920

Christopher Story Armstrong

International, Trusts, Gift Taxation, Business

Status: In Good Standing Licensed: 52 Years

CONTACT

Belvedere Tiburon, CA 94920

Jeannette Dilg Richards

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 35 Years

CONTACT

Belvedere Tiburon, CA 94920

Patrick John Quinn

Tax, Litigation, International, Gift Taxation

Status: In Good Standing Licensed: 46 Years

CONTACT

1050 Northgate Dr, San Rafael, CA 94903

Myron S Greenberg

Wills, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 54 Years

CONTACT

700 Larkspur Lndg Cir, Larkspur, CA 94939

Edward Richard Sarti

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

Status: In Good Standing Licensed: 27 Years

CONTACT

20 Oak Knoll Rd, Greenbrae, CA 94904

Alfred Baynard Fowler

Tax, Gift Taxation

Status: In Good Standing Licensed: 49 Years

CONTACT

60 Westwood Dr, Greenbrae, CA 94904

800-923-0641

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LEGAL TERMS

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

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.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

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.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

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.

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, page 3

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Sterling Lloyd Ross

James Lee Brat

Wayne Harlan Gilbert

Alan Richard Sankin

Christopher Story Armstrong

Jeannette Dilg Richards

Patrick John Quinn

Myron S Greenberg

Edward Richard Sarti

Alfred Baynard Fowler

TIPS

LEGAL TERMS

REAL ESTATE AGENT

PRETERMITTED HEIR

CERTIFIED COPY

SWEARING MATCH

DISINHERIT

TRUST MERGER

ACCUMULATION TRUST

FINAL BENEFICIARY

POUR-OVER WILL

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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