Placer County, CA Trusts Lawyers

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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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Christine James

✓ VERIFIED

Estate, Trusts, Estate Planning, Wills & Probate, Real Estate

At James Law Group, we understand that talking about estate issues is hard.Planning during your life means facing your mortality.Dealing with estate m... (more)

FREE CONSULTATION

CONTACT

800-816-3270

915 Highland Pointe Drive, Roseville, CA 95678

Preston A. Marx

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Estate, Estate Planning, Trusts, Estate Administration, Elder Law

I am tremendously proud of the impact that I have made in helping my clients by providing quality estate planning and trust administration services. I... (more)

CONTACT

530-537-2915

11641 Blocker Dr, Auburn, CA 95603

Alexander Wei Beyer

Trusts, Elder Law, Corporate, Contract

Status: In Good Standing Licensed: 11 Years

CONTACT

Lincoln, CA 95648

Alexandria Isis Goff

Wills, Trusts

Status: In Good Standing Licensed: 12 Years

CONTACT

Loomis, CA 95650

Alisa Ruth Stephens

Trusts, Estate, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 47 Years

CONTACT

8267 S Lake Cir, Roseville, CA 95746

Allison L Harvey

Trusts, Estate Planning, Workers' Compensation, Contract, Administrative Law

Status: In Good Standing Licensed: 17 Years

CONTACT

195 Cherry Ave, Auburn, CA 95603

Amber Danette Pearce

Trusts, Estate

Status: In Good Standing Licensed: 19 Years

CONTACT

Rocklin, CA 95677

Amy J S Ochi

Lawsuit & Dispute, Wills, Trusts, Estate

Status: In Good Standing Licensed: 31 Years

CONTACT

970 Reserve Dr, Roseville, CA 95678

Andrea Louise Mccann

Other, Trusts, Criminal

Status: In Good Standing Licensed: 30 Years

CONTACT

4010 Foothills Blvd, Roseville, CA 95747

Andrew Richard Matteson

Trusts, Estate

Status: In Good Standing Licensed: 36 Years

CONTACT

3000 Lava Ridge Ct, Roseville, CA 95661

800-923-0641

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LEGAL TERMS

WARRANTY DEED

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

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

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.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

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.

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

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.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

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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Placer County, CA Trusts Lawyers

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Christine James

Preston A. Marx

Alexander Wei Beyer

Alexandria Isis Goff

Alisa Ruth Stephens

Allison L Harvey

Amber Danette Pearce

Amy J S Ochi

Andrea Louise Mccann

Andrew Richard Matteson

TIPS

LEGAL TERMS

WARRANTY DEED

TRUSTEE

ENTITY

AUGMENTED ESTATE

ESTATE TAXES

PREDECEASED SPOUSE

ABATEMENT

HEIR APPARENT

KINDRED

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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