Petaluma 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

Stephen Joseph Healy

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Estate Planning, Workers' Compensation, Insurance, Products Liability, Aviation

Stephen Healy has practiced law for over 27 years, now focusing his practice on asbestos compensation claims and asbestos civil litigation in state an... (more)

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CONTACT

707-772-5496

755 Baywood Drive, Petaluma, CA 94954

Daniel L. Sullivan

Wills & Probate, Estate Planning, Criminal, Personal Injury

Status: In Good Standing

CONTACT

1210 Pearl Street, Napa, CA 94559

William R. Fishman

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 40 Years

CONTACT

Petaluma, CA 94953

Andrew Kern

Estate Planning, Workers' Compensation, International Tax, Bankruptcy, Business

Status: In Good Standing

CONTACT

755 Baywood Drive, Petaluma, CA 94954

Duane Paul Sartori

Education, Traffic, Trusts, Gift Taxation, Contract

Status: In Good Standing Licensed: 48 Years

CONTACT

17 Keller St, Petaluma, CA 94952

Andrew Louis Kern

Estate Planning, Workers' Compensation, International Tax, Bankruptcy, Business

Status: In Good Standing

CONTACT

755 Baywood Drive, Petaluma, CA 94954

Kimberly Ann Strickland

Estate Planning, Construction, Business, Trusts, Estate

Status: In Good Standing Licensed: 19 Years

CONTACT

755 Baywood Dr, Petaluma, CA 94954

John Bernard Cinnamon

Trusts, Gift Taxation, Wrongful Termination, Business

Status: In Good Standing Licensed: 58 Years

CONTACT

737 N Webster St, Petaluma, CA 94952

Richard Allan Burger

Real Estate, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

17 Keller St, Petaluma, CA 94952

Ralph James Symons

Estate Planning, International Tax, Trusts, Wills, International

Status: In Good Standing Licensed: 50 Years

CONTACT

132 Sunny Hill Dr, Petaluma, CA 94952

800-923-0641

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LEGAL TERMS

SURROGATE COURT

See probate court.

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.'

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

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.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

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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Petaluma Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Stephen Joseph Healy

Daniel L. Sullivan

William R. Fishman

Andrew Kern

Duane Paul Sartori

Andrew Louis Kern

Kimberly Ann Strickland

John Bernard Cinnamon

Richard Allan Burger

Ralph James Symons

TIPS

LEGAL TERMS

SURROGATE COURT

PRETERMITTED HEIR

STATUTORY SHARE

ABATEMENT

INTER VIVOS TRUST

INHERITANCE TAXES

ANCILLARY PROBATE

FINAL BENEFICIARY

ADMINISTRATION (OF AN ESTATE)

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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