Orinda 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

Keith Schiller

Corporate, Business Organization, Contract, Estate Planning

Status: In Good Standing

CONTACT

4 Orinda Way, Orinda, CA 94563

Stephanni Marie Hemmi

Business Organization, Corporate Tax, Elder Law, Gift Taxation

Status: In Good Standing

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4 Orinda Way, Orinda, CA 94563

Jeffrey D Hosking

Construction, Litigation, Estate Planning, Family Law

Status: In Good Standing

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1999 Harrison Street, Oakland, CA 94612

Jonna Marie Thomas

Tax, Lawsuit & Dispute, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 19 Years

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4 Way, Orinda, CA 94563

Rebecca Lee Conradi

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 46 Years

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4 Orinda Way, Orinda, CA 94563

Peter Alan Shelton

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing Licensed: 28 Years

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827 Broadway, Oakland, CA 94607

Sidhardha Lakireddy

Real Estate, International, Gift Taxation, Business

Status: In Good Standing Licensed: 19 Years

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2040 Bancroft Way, Berkeley, CA 94704

Nduka Ukoha

Tax, Trusts, Gift Taxation, Business

Status: In Good Standing Licensed: 23 Years

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3640 Grand Ave, Oakland, CA 94610

Michael John Low

Tax, Trusts, Gift Taxation, Employee Rights

Status: In Good Standing Licensed: 29 Years

CONTACT

3640 Mt Diablo Blvd, Lafayette, CA 94549

Richard Carrol Naish

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing Licensed: 12 Years

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1760 Solano Ave, Albany, CA 94707

800-923-0641

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LEGAL TERMS

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

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.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

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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Orinda Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Keith Schiller

Stephanni Marie Hemmi

Jeffrey D Hosking

Jonna Marie Thomas

Rebecca Lee Conradi

Peter Alan Shelton

Sidhardha Lakireddy

Nduka Ukoha

Michael John Low

Richard Carrol Naish

TIPS

LEGAL TERMS

WILL

PROBATE COURT

SURVIVING SPOUSE'S TRUST

ENTITY

LIVING TRUST

TRUST MERGER

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

DISTRIBUTEE

CHARITABLE TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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