Moraga Trusts Lawyer, California

Sponsored Law Firm

x
Click For More Info:

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
1. Contact
2. Email
3. Refer
5. Visit:
6. Website
7. Profile

Aaron Roy Feldman

Other, Litigation, Trusts, Elder Law

Status: In Good Standing Licensed: 42 Years

CONTACT

1855 Olympic Blvd, Walnut Creek, CA 94596

Alan Jack Silver

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

1600 S Main St, Walnut Creek, CA 94596

Alan Fredrick Neckritz

Trusts, Estate

Status: In Good Standing Licensed: 53 Years

CONTACT

400 Wovenwood, Orinda, CA 94563

Aldo Paul Guidotti

Trusts

Status: In Good Standing Licensed: 80 Years

CONTACT

1 Bates Blvd, Orinda, CA 94563

Aleksandr A Volkov

Real Estate, Litigation, Trusts, Personal Injury

Status: In Good Standing Licensed: 13 Years

CONTACT

675 Ygnacio Valley Rd, Walnut Creek, CA 94596

Alice Pak-Yan Cheng

Trusts, Estate Planning, Family Law, Divorce & Family Law

Status: In Good Standing

CONTACT

1981 N Broadway, Walnut Creek, CA 94596

Allen Herman Dempster

Public Law, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 35 Years

CONTACT

3000F Danville Blvd, Alamo, CA 94507

Amrit S. Kullar

Trusts, Family Law

Status: In Good Standing

CONTACT

1655 N Main St, Walnut Creek, CA 94596

Andrea Ann Wirum

Real Estate, Trusts, Estate, Business

Status: In Good Standing Licensed: 44 Years

CONTACT

Lafayette, CA 94549

Andrew Zabronsky

Litigation, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

4 Orinda Way, Orinda, CA 94563

800-923-0641

Free Help: Use This Form or Call 800-943-8690

Call me for fastest results!
800-943-8690

Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

LEGAL TERMS

FUNDING A TRUST

Transferring ownership of property to a trust.

INTER VIVOS TRUST

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

DEVISEE

A person or entity who inherits real estate under the terms of a will.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

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.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

SAMPLE LEGAL CASES

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...

SORT BY:

FILTER BY:

Free Consultation
Male
Female
Suspended

Moraga Trusts Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Aaron Roy Feldman

Alan Jack Silver

Alan Fredrick Neckritz

Aldo Paul Guidotti

Aleksandr A Volkov

Alice Pak-Yan Cheng

Allen Herman Dempster

Amrit S. Kullar

Andrea Ann Wirum

Andrew Zabronsky

TIPS

LEGAL TERMS

FUNDING A TRUST

INTER VIVOS TRUST

DEVISEE

INVENTORY

REMAINDERMAN

AB TRUST

RESIDUARY ESTATE

INHERIT

QTIP TRUST

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

SORT BY:

FILTER BY:

PRACTICE AREAS

NEARBY CITY SUGGESTIONS

Lawyer.com Legal Protection Plan

Premium Membership

Additional Services

Resources

My Account Details