Newport Beach Trusts Lawyer, California, page 2

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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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Patricia Nance

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 24 Years

FREE CONSULTATION

CONTACT

1200 Quail Street, Newport Beach, CA 92660

Kirk McIntosh

Power of Attorney, Wills & Probate, Trusts, Estate, Car Accident

Status: In Good Standing Licensed: 41 Years

FREE CONSULTATION

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129 W. Wilson St., Costa Mesa, CA 92627

Halli Baum Heston

Wills & Probate, Trusts, Estate Planning, Bankruptcy, Collection

Status: In Good Standing Licensed: 45 Years

FREE CONSULTATION

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19700 Fairchild Rd., Irvine, CA 92612

David Alan Sherak

Estate Planning, Administrative Law, Trusts, Wills, Business

Status: In Good Standing Licensed: 25 Years

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4400 Macarthur Blvd, Newport Coast, CA 92658

Ozgun K. Tumer

Litigation, Trusts, Corporate, Contract

Status: In Good Standing Licensed: 11 Years

CONTACT

170 E 17Th St, Costa Mesa, CA 92627

Harrison Kenneth Long

Real Estate, Litigation, Dispute Resolution, Trusts

Status: In Good Standing Licensed: 48 Years

CONTACT

140 Newport Center Dr, Newport Beach, CA 92660

Kelly Hope Zinser

Estate Planning, Bankruptcy, Business, Trusts, Wills

Status: In Good Standing

CONTACT

23 Corporate Plaza Dr, Newport Coast, CA 92660

Alexander Lawrence Conti

Litigation, Trusts, Estate, Elder Law, Business

Status: In Good Standing

CONTACT

23 Corporate Plaza, Newport Coast, CA 92660

Jillyn Sue Hess

Commercial Real Estate, Federal Appellate Practice, Trusts, Corporate

Status: In Good Standing Licensed: 34 Years

CONTACT

620 Newport Center Dr, Newport Beach, CA 92660

Jillyn S. Hess-Verdon

Business, Tax, Trusts

Status: In Good Standing

CONTACT

620 Newport Center Drive, Newport Beach, CA 92660

800-923-0641

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LEGAL TERMS

BENEFICIARY

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

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

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.

HEIR APPARENT

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

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

IRREVOCABLE TRUST

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

SURROGATE COURT

See probate court.

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.

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

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. ...

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Newport Beach Trusts Lawyer, California, page 2

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Patricia Nance

Kirk McIntosh

Halli Baum Heston

David Alan Sherak

Ozgun K. Tumer

Harrison Kenneth Long

Kelly Hope Zinser

Alexander Lawrence Conti

Jillyn Sue Hess

Jillyn S. Hess-Verdon

TIPS

LEGAL TERMS

BENEFICIARY

QDOT TRUST

ESTATE TAXES

HEIR APPARENT

GRANTOR RETAINED INCOME TRUST

IRREVOCABLE TRUST

SURROGATE COURT

TAKING AGAINST THE WILL

SPRINKLING TRUST

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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