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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

Susan E. Foley

Estate Planning, Corporate, Contract, Business Organization

Status: Inactive Licensed: 47 Years

CONTACT

3263 Wildcat Rd, Mariposa, CA 95338

Antonio Barajas Garcia

Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 32 Years

CONTACT

40291 Junction Dr, Oakhurst, CA 93644

Gregory Maurice Chappel

Real Estate, Trusts, Estate Planning, Business & Trade

Status: In Good Standing Licensed: 41 Years

CONTACT

49430 Road 426, Oakhurst, CA 93644

Mark Johnson

Estate Planning, International Tax, Car Accident, Admiralty & Maritime, Family Law

Status: In Good Standing Licensed: 19 Years

CONTACT

1624 K St, Merced, CA 95340

Marvin James Brown

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

Status: Inactive Licensed: 53 Years

CONTACT

2534 Lecco Way, Merced, CA 95340

David Alan Wolff

Real Estate, Estate Planning, Commercial Bankruptcy

Status: In Good Standing Licensed: 31 Years

CONTACT

40108 Highway 49, Oakhurst, CA 93644

Kevin Francis Kelley

Tax, Real Estate, International, Gift Taxation

Status: In Good Standing Licensed: 41 Years

CONTACT

2844 Park Ave, Merced, CA 95348

Anthony E. Dejager

Trusts, Estate Planning, Business & Trade, Business

Status: In Good Standing Licensed: 9 Years

CONTACT

2844 Park Ave, Merced, CA 95348

Cyril Leonard Lawrence

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 53 Years

CONTACT

2111 K St, Merced, CA 95340

Robert Thomas Haden

Real Estate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 44 Years

CONTACT

2241 N St, Merced, CA 95340

800-923-0641

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LEGAL TERMS

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

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.

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

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.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

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.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

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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Midpines Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Susan E. Foley

Antonio Barajas Garcia

Gregory Maurice Chappel

Mark Johnson

Marvin James Brown

David Alan Wolff

Kevin Francis Kelley

Anthony E. Dejager

Cyril Leonard Lawrence

Robert Thomas Haden

TIPS

LEGAL TERMS

LIVING TRUST

PROVING A WILL

PREDECEASED SPOUSE

CONTINGENT BENEFICIARY

AB TRUST

GRANTOR

SPECIFIC BEQUEST

LAPSE

TRUST CORPUS

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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