Placer County, CA Trusts Lawyers, page 2

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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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Amy J S Ochi

Lawsuit & Dispute, Wills, Trusts, Estate

Status: In Good Standing Licensed: 31 Years

CONTACT

970 Reserve Dr, Roseville, CA 95678

Michael Sampson Oehler

Tax, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 24 Years

CONTACT

1400 Rocky Ridge Dr, Roseville, CA 95661

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

Jackie Marie Howard

Power of Attorney, Wills & Probate, Trusts, Estate, Elder Law

Status: In Good Standing

CONTACT

210 Estates Drive, Roseville, CA 95678

Jill Shannon Gregory

Trusts, Estate Planning

Status: In Good Standing Licensed: 28 Years

CONTACT

640 N. Lake Blvd., Tahoe City, CA 96145

Marlene Elane Sanborn

Litigation, Wills, Trusts, Credit & Debt

Status: In Good Standing

CONTACT

2998 Douglas Blvd, Roseville, CA 95661

Shareen Golbahar

Trusts, Family Law

Status: In Good Standing

CONTACT

4250 Midas Ave, Rocklin, CA 95677

Edward Warren Goodson

Wills, Trusts, Estate Planning, Criminal

Status: In Good Standing Licensed: 29 Years

CONTACT

100 El Dorado St, Auburn, CA 95603

Rachel Penn Patton

Trusts, Estate, Bankruptcy, Wills

Status: In Good Standing Licensed: 15 Years

CONTACT

919 Reserve Dr, Roseville, CA 95678

Caitlin Elizabeth Ross

Tax, Trusts, Gift Taxation, Bankruptcy

Status: In Good Standing Licensed: 25 Years

CONTACT

919 Reserve Dr, Roseville, CA 95678

800-923-0641

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LEGAL TERMS

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

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.

DEED OF TRUST

See trust deed.

SUCCESSOR TRUSTEE

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

SURROGATE COURT

See probate court.

PREDECEASED SPOUSE

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

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, page 2

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Amy J S Ochi

Michael Sampson Oehler

Allison L Harvey

Jackie Marie Howard

Jill Shannon Gregory

Marlene Elane Sanborn

Shareen Golbahar

Edward Warren Goodson

Rachel Penn Patton

Caitlin Elizabeth Ross

TIPS

LEGAL TERMS

MINERAL RIGHTS

BYPASS TRUST

AB TRUST

ALTERNATE BENEFICIARY

SELF-PROVING WILL

DEED OF TRUST

SUCCESSOR TRUSTEE

SURROGATE COURT

PREDECEASED SPOUSE

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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