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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

Golnar Yazdi

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing Licensed: 32 Years

CONTACT

216 Park Rd, Burlingame, CA 94011

Gregory Peter Menzel

International, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 36 Years

CONTACT

155 Bovet Rd, San Mateo, CA 94402

Harold Oliver Hughes

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 51 Years

CONTACT

1650 Borel Pl, San Mateo, CA 94402

Hesam Ferdows

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

Status: In Good Standing Licensed: 32 Years

CONTACT

1290 Howard Ave, Burlingame, CA 94010

James Nugent Casey

International Tax, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 51 Years

CONTACT

1611 Borel Pl, San Mateo, CA 94402

James Olen Creech

Tax, International Tax, International, Gift Taxation

Status: In Good Standing Licensed: 16 Years

CONTACT

1833 Castenada Dr, Burlingame, CA 94010

James Stanley Henderson

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 43 Years

CONTACT

180 Siskiyou Ct, San Bruno, CA 94066

Janet Fogarty

Land Use & Zoning, Wills & Probate, Estate Planning, Business

Status: In Good Standing

CONTACT

111 Anza Boulevard, Burlingame, CA 94010

Janice Sze Wan Tam

Tax, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 14 Years

CONTACT

216 Park Rd, Burlingame, CA 94010

Jazabel Kwok

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 12 Years

CONTACT

354 Oyster Point Blvd, South San Francisco, CA 94080

800-923-0641

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LEGAL TERMS

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

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.

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.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

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 4

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Golnar Yazdi

Gregory Peter Menzel

Harold Oliver Hughes

Hesam Ferdows

James Nugent Casey

James Olen Creech

James Stanley Henderson

Janet Fogarty

Janice Sze Wan Tam

Jazabel Kwok

TIPS

LEGAL TERMS

TRUSTEE POWERS

IRREVOCABLE TRUST

RESIDUARY BENEFICIARY

PROPERTY CONTROL TRUST

HEIR AT LAW

INHERITANCE TAXES

SECONDARY MEANING

ESTATE TAXES

SPRINKLING TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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