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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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John R Ramos

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Estate, Trusts

John Ramos is a practicing lawyer in the state of California.

CONTACT

323-721-2514

2509 W Beverly Blvd, Montebello, CA 90640

Christopher Bernard Johnson

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing

FREE CONSULTATION

CONTACT

251 South Lake Avenue, Pasadena, CA 91101

Wendy E. Hartmann

International Tax, Trusts, Estate Planning, Estate, Family Law

Status: In Good Standing

CONTACT

130 S. Jackson Street, Glendale, CA 91205

Benazeer Roshan

Litigation, Wills & Probate, Trusts, Guardianships & Conservatorships

Status: In Good Standing

CONTACT

350 South Grand Ave, Los Angeles, CA 90071

Shea M. Randall

Estate Planning, Criminal, Trusts, Estate, Wills

Status: In Good Standing Licensed: 9 Years

CONTACT

Pasadena, CA 91102

Valerie Beth Schultz

Trusts, Gift Taxation

Status: Inactive Licensed: 24 Years

CONTACT

Pasadena, CA 91109

Nancy Mcaniff Annick

Trusts, Estate

Status: In Good Standing Licensed: 34 Years

CONTACT

Pasadena, CA 91116

Lourdes De La Cruz Wilson

Trusts

Status: In Good Standing Licensed: 21 Years

CONTACT

Pasadena, CA 91109

Dwana M Willis

Trusts, Estate

Status: In Good Standing Licensed: 19 Years

CONTACT

281 E Colorado Blvd, Pasadena, CA 91102

Richard David Mushegain

Real Estate, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 58 Years

CONTACT

Pasadena, CA 91117

800-923-0641

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LEGAL TERMS

FUNDING A TRUST

Transferring ownership of property to a trust.

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.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

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.

CREDIT SHELTER TRUST

See AB trust.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the 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.

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.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

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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Pasadena Trusts Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

John R Ramos

Christopher Bernard Johnson

Wendy E. Hartmann

Benazeer Roshan

Shea M. Randall

Valerie Beth Schultz

Nancy Mcaniff Annick

Lourdes De La Cruz Wilson

Dwana M Willis

Richard David Mushegain

TIPS

LEGAL TERMS

FUNDING A TRUST

TAKING AGAINST THE WILL

SPECIFIC BEQUEST

ANCILLARY PROBATE

CREDIT SHELTER TRUST

POUR-OVER WILL

ESTATE TAXES

QTIP TRUST

SPECIAL ADMINISTRATOR

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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