Oakhurst 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

Jarrod Masahiko Kiyuna

Tax, International, Trusts, Gift Taxation

Status: In Good Standing Licensed: 19 Years

CONTACT

2505 Alluvial Ave, Clovis, CA 93611

Richard Michael Aaron

Estate Planning, Business, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

8080 N Palm Ave, Fresno, CA 93729

Vreeland Osborn Jones

Corporate, International Tax, Health Care Other, Estate Planning

Status: In Good Standing

CONTACT

7647 N. Fresno Street, Fresno, CA 93720

W. F. Docker

Estate Planning, Transactions, Trusts

Status: In Good Standing

CONTACT

7647 N. Fresno Street, Fresno, CA 93720

Bryan Neil Wagner

Real Estate, International, Gift Taxation, Business

Status: In Good Standing Licensed: 40 Years

CONTACT

7110 N Fresno St, Fresno, CA 93720

Jared Reed Callister

Tax, Real Estate, Trusts, Gift Taxation, Contract

Status: In Good Standing

CONTACT

7112 N Fresno St, Fresno, CA 93720

Robert Goodman Fishman

Tax, Industry Specialties, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

7112 N Fresno St, Fresno, CA 93720

James Frederick Wagner

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 70 Years

CONTACT

7647 N Fresno St, Fresno, CA 93720

Matthew Charles Wagner

Tax, International, Gift Taxation, Trusts

Status: In Good Standing Licensed: 35 Years

CONTACT

7110 N Fresno St, Fresno, CA 93720

Kevin R Assemi

Tax, Real Estate, International, Gift Taxation

Status: In Good Standing Licensed: 16 Years

CONTACT

7561 N Cheryl Ave, Fresno, CA 93711

800-923-0641

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LEGAL TERMS

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

HEIR APPARENT

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

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

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.

SURROGATE COURT

See probate court.

CURATOR

See conservator.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

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.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

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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Oakhurst Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Jarrod Masahiko Kiyuna

Richard Michael Aaron

Vreeland Osborn Jones

W. F. Docker

Bryan Neil Wagner

Jared Reed Callister

Robert Goodman Fishman

James Frederick Wagner

Matthew Charles Wagner

Kevin R Assemi

TIPS

LEGAL TERMS

AB TRUST

HEIR APPARENT

PUBLISHED WORK

QDOT TRUST

SURROGATE COURT

CURATOR

CERTIFIED COPY

ESTATE TAXES

LETTERS TESTAMENTARY

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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