Monte Rio 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

Elaine Andrews

Estate Planning, International Tax, Elder Law, Trusts, Estate

Status: In Good Standing

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The River House, 222 Weller Street, Petaluma, CA 94952

Alan Joel Silver

Estate Planning, International Tax, Trusts, Estate, Wills

Status: Inactive Licensed: 52 Years

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16129 Main St, Guerneville, CA 95446

Albert Gresser Handelman

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 46 Years

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90 S E St, Santa Rosa, CA 95402

Ann M Davis

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 23 Years

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2200 Range Ave, Santa Rosa, CA 95403

Anthony Dominic Roselli

Class Action, Trusts, Gift Taxation, Employee Rights

Status: In Good Standing Licensed: 8 Years

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3055 Cleveland Ave, Santa Rosa, CA 95403

Barry Leigh Adams

Wills, Trusts, Estate Planning, Civil Rights

Status: In Good Standing

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532 Mendocino Ave, Santa Rosa, CA 95401

Brian David Rondon

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 37 Years

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713 Spring St, Santa Rosa, CA 95404

Brian Edward Mclaughlin

Commercial Real Estate, Real Estate, Estate Planning, Business

Status: In Good Standing Licensed: 47 Years

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648 W School St, Rohnert Park, CA 94931

Bridget Hannigan Mackay

Trusts, Estate Planning, Estate, Civil & Human Rights

Status: In Good Standing Licensed: 29 Years

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19 Keller St, Petaluma, CA 94952

Bruce Cameron Mclaughlin

Public Law, Government, Gift Taxation, Environmental Law

Status: In Good Standing Licensed: 30 Years

CONTACT

101 Morris St, Sebastopol, CA 95472

800-923-0641

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LEGAL TERMS

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

MARITAL LIFE ESTATE TRUST

See AB trust.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

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.

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.

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.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

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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Monte Rio Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Elaine Andrews

Alan Joel Silver

Albert Gresser Handelman

Ann M Davis

Anthony Dominic Roselli

Barry Leigh Adams

Brian David Rondon

Brian Edward Mclaughlin

Bridget Hannigan Mackay

Bruce Cameron Mclaughlin

TIPS

LEGAL TERMS

ANCILLARY PROBATE

MARITAL LIFE ESTATE TRUST

EXEMPTION TRUST

ADMINISTRATRIX

SURVIVING SPOUSE'S TRUST

RESIDUARY BENEFICIARY

KINDRED

TRUST MERGER

INTER VIVOS TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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