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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

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1290 Howard Avenue, Burlingame, CA 94010

Mark Lewis Epstein

Tax, International, Gift Taxation, Business

Status: In Good Standing

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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

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350 Primrose Rd, Burlingame, CA 94010

Steven Duane Anderson

Estate Planning, International Tax, Business, Trusts, Estate

Status: In Good Standing Licensed: 36 Years

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350 Primrose Rd, Burlingame, CA 94010

Levon Sagatelyan

Private Schools, Trusts, Estate Planning, Civil Rights

Status: In Good Standing

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700 El Camino Real, Millbrae, CA 94030

Lage Edward Andersen

Tax, Real Estate, Gift Taxation, Business

Status: In Good Standing Licensed: 47 Years

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216 Park Rd, Burlingame, CA 94010

Linda Jeanne Dvorak

Trusts, Estate Planning

Status: In Good Standing Licensed: 42 Years

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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

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

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.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

CREDIT SHELTER TRUST

See AB trust.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

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

ACCUMULATION TRUST

IN TERROREM

TRUST DEED

EXECUTOR

ANCILLARY PROBATE

DISINHERIT

PETITION

CREDIT SHELTER TRUST

GRANTOR

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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