Manton 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

Robert Lawrence Robinson

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

Status: In Good Standing Licensed: 53 Years

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Oak Run, CA 96069

Roy F. "Pete" Peters

Health Care, Estate Administration, Estate Planning, Elder Law

Status: In Good Standing Licensed: 46 Years

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Palo Cedro, CA 96073

Steven Alexis Small

Trusts, Estate Planning, Criminal, Bankruptcy

Status: In Good Standing Licensed: 50 Years

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3355 Hotlam Rd, Redding, CA 96002

Thomas Dale Patrick

Estate Planning, Workers' Compensation, Bankruptcy, Insurance, Construction

Status: In Good Standing

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100 Rio St, Red Bluff, CA 96080

Shawn Tilmon Mccammon

Estate, Estate Planning, Wills & Probate, Trusts, Business

Status: In Good Standing

FREE CONSULTATION

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2155 Larkspur Ln., Suite B, Redding, CA 96002

Evan Louis Delgado

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing

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420 Redcliff Drive, Redding, CA 96002

Bradford Adam Masters

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 9 Years

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420 Redcliff Dr, Redding, CA 96002

Randall Cooling Nelson

Estate Planning, Construction, Elder Law, Administrative Law, Trusts

Status: In Good Standing

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420 Redcliff Dr, Redding, CA 96002

Joey Seth Zizileuskas

Real Estate, International, Trusts, Gift Taxation

Status: In Good Standing Licensed: 17 Years

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1095 Hilltop Dr, Redding, CA 96003

Robert Alton West

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

Status: In Good Standing Licensed: 32 Years

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2515 Park Marina Dr, Redding, CA 96001

800-923-0641

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LEGAL TERMS

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.

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.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

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.'

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

NET ESTATE

The value of all property owned at death less liabilities or debts.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

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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Manton Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Robert Lawrence Robinson

Roy F. "Pete" Peters

Steven Alexis Small

Thomas Dale Patrick

Shawn Tilmon Mccammon

Evan Louis Delgado

Bradford Adam Masters

Randall Cooling Nelson

Joey Seth Zizileuskas

Robert Alton West

TIPS

LEGAL TERMS

ACCUMULATION TRUST

POUR-OVER WILL

SURVIVING SPOUSE'S TRUST

PRETERMITTED HEIR

SPENDTHRIFT TRUST

NET ESTATE

ABSTRACT OF TRUST

EXECUTOR

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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