Ojai Trusts 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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Jeffrey W. Loebl

Foreign Investment, Health Care Other, Trusts, Contract

Status: In Good Standing Licensed: 38 Years

CONTACT

206 N Signal St, Ojai, CA 93023

Samuel Delucenna Ingham

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 49 Years

CONTACT

444 S Flower St, Ojai, CA 93023

James Patrick Casey

Trusts, Estate Planning, Family Law, Criminal

Status: In Good Standing Licensed: 16 Years

CONTACT

530 W Ojai Ave, Ojai, CA 93023

Jeri Ann Becker

Real Estate, Trusts, Family Law, Property Damage

Status: Inactive

CONTACT

100 Longhorn Ln, Ojai, CA 93023

Peter Russell John Thompson

Estate Planning, Family Law, Criminal, Trusts, Estate

Status: In Good Standing Licensed: 45 Years

CONTACT

335 Encino Dr, Oak View, CA 93022

Rennee Renata Dehesa

Estate Planning, Bankruptcy, Business, Trusts, Estate

Status: In Good Standing Licensed: 17 Years

CONTACT

915 E Main St, Santa Paula, CA 93060

Katherine Theresa Hause Becker

Power of Attorney, Power of Attorney, Trusts, Elder Law, Contract

Status: In Good Standing Licensed: 13 Years

CONTACT

915 E Main St, Santa Paula, CA 93060

Benedict A. Schuck

Trusts, Estate, Business

Status: In Good Standing Licensed: 55 Years

CONTACT

915 E Main St, Santa Paula, CA 93060

Carolyn Richards Tulberg

Government, Trusts

Status: In Good Standing Licensed: 42 Years

CONTACT

1167 Los Robles Dr, Santa Paula, CA 93060

Amy Renee Dilbeck

Trusts, Estate

Status: In Good Standing Licensed: 14 Years

CONTACT

144 Davis St, Santa Paula, CA 93060

800-923-0641

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LEGAL TERMS

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

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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Ojai Trusts Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Jeffrey W. Loebl

Samuel Delucenna Ingham

James Patrick Casey

Jeri Ann Becker

Peter Russell John Thompson

Rennee Renata Dehesa

Katherine Theresa Hause Becker

Benedict A. Schuck

Carolyn Richards Tulberg

Amy Renee Dilbeck

TIPS

LEGAL TERMS

PRETERMITTED HEIR

DOWER AND CURTESY

QTIP TRUST

NONPROBATE

BEQUEATH

WARRANTY DEED

FAILURE OF ISSUE

SWEARING MATCH

FAMILY ALLOWANCE

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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