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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

Daniel Gerard Brown

Estate Planning, International Tax, Business, Trusts, Estate

Status: In Good Standing

CONTACT

411 Borel Ave, San Mateo, CA 94402

David Colker

Tax, International, Gift Taxation, Divorce & Family Law

Status: In Good Standing Licensed: 46 Years

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524 Hurlingham Ave, San Mateo, CA 94402

Derek Oliver Myers

Real Estate, Litigation, Estate Planning

Status: In Good Standing Licensed: 14 Years

CONTACT

66 Bovet Rd, San Mateo, CA 94402

Derek Walton Takehara

Real Estate, Gift Taxation, Employment, Business

Status: In Good Standing Licensed: 11 Years

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533 Airport Blvd, Sacramento, CA 95827

Donald Joseph Miller

Wills, Trusts, Estate Planning

Status: Retired Licensed: 74 Years

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177 Bovet Rd, San Mateo, CA 94402

Elizabeth Black Williams

Real Estate, Trusts, Gift Taxation, Business

Status: In Good Standing Licensed: 13 Years

CONTACT

177 Bovet Rd, San Mateo, CA 94402

Elizabeth Maeng

Tax, Gift Taxation

Status: In Good Standing Licensed: 19 Years

CONTACT

3133 Frontera Way, Sacramento, CA 95822

Elyse Jeesoo Park

Trusts, Estate Planning, Estate

Status: Inactive Licensed: 21 Years

CONTACT

Millbrae, CA 94030

Emily Christina O'Brien

Lawsuit & Dispute, Trusts, Estate Planning, Litigation

Status: In Good Standing Licensed: 19 Years

CONTACT

180 Utah Ave, South San Francisco, CA 94080

Emma Christine Gartner

International, Gift Taxation

Status: In Good Standing Licensed: 8 Years

CONTACT

432 Maple Ave, San Bruno, CA 94066

800-923-0641

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LEGAL TERMS

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

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.

DEVISEE

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

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

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.

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.'

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

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.

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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Moss Beach Estate Planning Lawyer, California, page 3

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Daniel Gerard Brown

David Colker

Derek Oliver Myers

Derek Walton Takehara

Donald Joseph Miller

Elizabeth Black Williams

Elizabeth Maeng

Elyse Jeesoo Park

Emily Christina O'Brien

Emma Christine Gartner

TIPS

LEGAL TERMS

PROPERTY CONTROL TRUST

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

QTIP TRUST

DEVISEE

TAKING AGAINST THE WILL

EXEMPTION TRUST

LIVING TRUST

BENEFICIARY

REMAINDERMAN

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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