Moss Beach 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

Daniel R. Morris

Estate Planning, Elder Law, Corporate, Contract

Status: In Good Standing

FREE CONSULTATION

CONTACT

1290 Howard Avenue, Burlingame, CA 94010

Mark Lewis Epstein

Tax, International, Gift Taxation, Business

Status: In Good Standing

CONTACT

2025 Carlos St, Moss Beach, CA 94038

Marion Lee Brown

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

Status: In Good Standing Licensed: 58 Years

CONTACT

350 Primrose Rd, Burlingame, CA 94010

Steven Duane Anderson

Estate Planning, International Tax, Business, Trusts, Estate

Status: In Good Standing Licensed: 36 Years

CONTACT

350 Primrose Rd, Burlingame, CA 94010

Levon Sagatelyan

Private Schools, Trusts, Estate Planning, Civil Rights

Status: In Good Standing

CONTACT

700 El Camino Real, Millbrae, CA 94030

Lage Edward Andersen

Tax, Real Estate, Gift Taxation, Business

Status: In Good Standing Licensed: 47 Years

CONTACT

216 Park Rd, Burlingame, CA 94010

Linda Jeanne Dvorak

Trusts, Estate Planning

Status: In Good Standing Licensed: 42 Years

CONTACT

Half Moon Bay, CA 94019

James Stanley Henderson

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 43 Years

CONTACT

180 Siskiyou Ct, San Bruno, CA 94066

Oleg Gluzman

Tax, Gift Taxation

Status: In Good Standing Licensed: 30 Years

CONTACT

1350 Old Bayshore Hwy, Burlingame, CA 94010

Joyce L Berenstein

Estate Planning, Family Law, Real Estate, Trusts

Status: Inactive Licensed: 41 Years

CONTACT

1220 Howard Ave, Burlingame, CA 94010

800-923-0641

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LEGAL TERMS

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.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

CERTIFICATION OF TRUST

See abstract of trust.

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.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

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

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Daniel R. Morris

Mark Lewis Epstein

Marion Lee Brown

Steven Duane Anderson

Levon Sagatelyan

Lage Edward Andersen

Linda Jeanne Dvorak

James Stanley Henderson

Oleg Gluzman

Joyce L Berenstein

TIPS

LEGAL TERMS

DEVISEE

INVENTORY

RULE AGAINST PERPETUITIES

CONTINGENT BENEFICIARY

CERTIFICATION OF TRUST

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

SUMMARY PROBATE

HEIR AT LAW

HEIR APPARENT

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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