Midpines 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

Susan E. Foley

Estate Planning, Corporate, Contract, Business Organization

Status: Inactive Licensed: 47 Years

CONTACT

3263 Wildcat Rd, Mariposa, CA 95338

Robert Thomas Haden

Real Estate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 44 Years

CONTACT

2241 N St, Merced, CA 95340

Richard Timothy Marchini

Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 16 Years

CONTACT

Merced, CA 95344

Mason Lee Brawley

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

2039 Canal St, Merced, CA 95340

Keith Creighton King

Trusts, Estate Planning, Business

Status: In Good Standing Licensed: 64 Years

CONTACT

510 W 21St St, Merced, CA 95340

Lawrence Creighton King

Trusts, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 33 Years

CONTACT

510 W 21St St, Merced, CA 95340

Cyril Leonard Lawrence

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 53 Years

CONTACT

2111 K St, Merced, CA 95340

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

Thomas Marshall Curry

Estate Planning, Personal Injury, Mass Torts, Trusts, Wills

Status: In Good Standing

CONTACT

728 W 19Th St, Merced, CA 95340

800-923-0641

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LEGAL TERMS

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.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

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.'

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

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.

FAMILY POT TRUST

See pot trust.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

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

Robert Thomas Haden

Richard Timothy Marchini

Mason Lee Brawley

Keith Creighton King

Lawrence Creighton King

Cyril Leonard Lawrence

Kevin Francis Kelley

Anthony E. Dejager

Thomas Marshall Curry

TIPS

LEGAL TERMS

EXECUTOR

RESIDUARY BENEFICIARY

KINDRED

PRETERMITTED HEIR

AUGMENTED ESTATE

CERTIFIED COPY

FAMILY POT TRUST

ADMINISTRATION (OF AN ESTATE)

STATUTORY SHARE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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