Lincoln Acres 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

Jesse Sainz Blanco

Public Finance, Trusts, Gift Taxation, Banking & Finance, Business

Status: In Good Standing Licensed: 16 Years

CONTACT

265 E St, Chula Vista, CA 91910

Shahin Rahimi

Tax, Litigation, International, Gift Taxation

Status: In Good Standing Licensed: 21 Years

CONTACT

110 S Euclid Ave, San Diego, CA 92114

Michael Keeling

Wills & Probate, Estate Planning, Estate, Business

FREE CONSULTATION

CONTACT

120 C Ave, Coronado, CA 92118

Mark T. Bradshaw

Estate, Trusts, Wills & Probate, Estate Planning

Status: In Good Standing Licensed: 31 Years

FREE CONSULTATION

CONTACT

2550 5th Avenue, San Diego, CA 92103

Reed V Langlois

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing

FREE CONSULTATION

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Chula Vista, CA 91921

James Howard Siegel

Tax, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 38 Years

CONTACT

750 B St, San Diego, CA 92101

Clive Mark Essakow

Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 28 Years

CONTACT

600 B St, San Diego, CA 92101

Andrew Michael Glatt

Tax, Gift Taxation, Estate, Business

Status: In Good Standing Licensed: 39 Years

CONTACT

600 B St, San Diego, CA 92101

Matthew Dean Short

Litigation, International, Gift Taxation, Business

Status: In Good Standing Licensed: 25 Years

CONTACT

525 B St, San Diego, CA 92101

Jon Paul Schimmer

International, Trusts, Gift Taxation, Business

Status: In Good Standing Licensed: 22 Years

CONTACT

525 B St, San Diego, CA 92101

800-923-0641

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LEGAL TERMS

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

TITLE COMPANY

A company that issues title insurance.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

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.

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.

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).

SURROGATE COURT

See probate court.

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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Lincoln Acres Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Jesse Sainz Blanco

Shahin Rahimi

Michael Keeling

Mark T. Bradshaw

Reed V Langlois

James Howard Siegel

Clive Mark Essakow

Andrew Michael Glatt

Matthew Dean Short

Jon Paul Schimmer

TIPS

LEGAL TERMS

HEIR APPARENT

TITLE COMPANY

BANKRUPTCY ESTATE

LAPSE

GROSS ESTATE

SUMMARY PROBATE

PROBATE

GRANTOR RETAINED INCOME TRUST

SURROGATE COURT

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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