Paisley Estate Planning Lawyer, Oregon

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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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2. Email
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Includes: Gift Taxation

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Lane W Simpson

General Practice

Status: In Good Standing Licensed: 47 Years

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Lakeview, OR 97630

Ronald Dean Howen

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Status: In Good Standing Licensed: 51 Years

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Lakeview, OR 97630

Kathleen Marie Stout

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Status: Inactive Licensed: 50 Years

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Scott Warner

Commercial Real Estate, Land Use & Zoning, Foreclosure, Transactions

Status: In Good Standing Licensed: 31 Years

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628 N 1st St, Lakeview, OR 97630

Marc Valens

General Practice

Status: Inactive Licensed: 45 Years

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Albert Marion Monaco

General Practice

Status: In Good Standing Licensed: 61 Years

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35 S "G" St, Lakeview, OR 97630

Jeffrey David Hedlund

Wills & Probate, Trusts, Family Law, Elder Law, Credit & Debt

Status: In Good Standing Licensed: 16 Years

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28 N G St, Lakeview, OR 97630

David M Vandenberg

Lawsuit & Dispute, Divorce & Family Law, Criminal, Accident & Injury

Status: In Good Standing Licensed: 35 Years

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513 Center St, Lakeview, OR 97630

John H Bogardus

Real Estate, Government, Employment, Business

Status: Inactive Licensed: 50 Years

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35 S G St, Lakeview, OR 97630

Ulys J Stapleton

Government

Status: In Good Standing Licensed: 50 Years

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513 Center St, Lakeview, OR 97630

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LEGAL TERMS

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

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.

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.

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.

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.

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.

CERTIFICATION OF TRUST

See abstract of trust.

SAMPLE LEGAL CASES

Connall v. Felton

... a friend. The deed stated that "[t]he true and actual consideration paid for this transfer is $-0-; estate planning." The decedent had the deed notarized at a title insurance company and then recorded the deed. Plaintiff learned ...

LANDAUER v. LANDAUER

... that defendants had acted in concert to exercise undue influence over Henry and Gertrude in a manner that induced them to sell the farm for less than its fair market value under terms that they did not comprehend and that were inconsistent with their estate planning objectives. ...

Paisley Estate Planning Lawyer, Oregon

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Lane W Simpson

Ronald Dean Howen

Kathleen Marie Stout

Scott Warner

Marc Valens

Albert Marion Monaco

Jeffrey David Hedlund

David M Vandenberg

John H Bogardus

Ulys J Stapleton

TIPS

LEGAL TERMS

SUCCESSOR TRUSTEE

DISCHARGE (OF PROBATE ADMINISTRATOR)

SELF-PROVING WILL

SPRINKLING TRUST

ANCILLARY PROBATE

ACCUMULATION TRUST

DISINHERIT

TAKING AGAINST THE WILL

CERTIFICATION OF TRUST

SAMPLE LEGAL CASES

Connall v. Felton

LANDAUER v. LANDAUER

Landauer v. Landauer

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