Placer County, CA Trusts Lawyers, page 3

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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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Jennifer Lynn Brown

Trusts, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 9 Years

CONTACT

2400 Professional Dr, Roseville, CA 95661

Robert Clifford Duncan

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 29 Years

CONTACT

3009 Douglas Blvd, Roseville, CA 95661

Sharon Eileen Didion

Trusts, Estate, Criminal

Status: In Good Standing Licensed: 21 Years

CONTACT

1731 E Roseville Pkwy, Roseville, CA 95661

Sean Douglas De Burgh

Litigation, Trusts, Employee Rights, Civil Rights

Status: In Good Standing Licensed: 15 Years

CONTACT

2281 Lava Ridge Ct, Roseville, CA 95661

Garin Dane Clyma

Trusts, Estate, Child Custody, Criminal

Status: In Good Standing Licensed: 11 Years

CONTACT

2520 Douglas Blvd, Roseville, CA 95661

Scott David Christensen

Land Use & Zoning, Litigation, Trusts, Corporate

Status: In Good Standing Licensed: 29 Years

CONTACT

Auburn, CA 95604

Drummond Fisher Mccunn

Trusts, Gift Taxation, Family Law, Business & Trade

Status: In Good Standing Licensed: 50 Years

CONTACT

6840 Poca Montoya Dr, Roseville, CA 95746

Marlon Holden Bateman

Litigation, Trusts, Corporate, Bankruptcy

Status: In Good Standing Licensed: 24 Years

CONTACT

5701 Lonetree Blvd, Rocklin, CA 95765

Elise Sheryl Fagelson Baker

Trusts, Gift Taxation, Criminal, Consumer Protection

Status: In Good Standing Licensed: 26 Years

CONTACT

5440 Park Dr, Rocklin, CA 95677

Debra Sue Petersen

Other, Wills, Wills & Probate, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

3017 Douglas Blvd, Roseville, CA 95661

800-923-0641

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LEGAL TERMS

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.

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

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.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

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.

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 3

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Jennifer Lynn Brown

Robert Clifford Duncan

Sharon Eileen Didion

Sean Douglas De Burgh

Garin Dane Clyma

Scott David Christensen

Drummond Fisher Mccunn

Marlon Holden Bateman

Elise Sheryl Fagelson Baker

Debra Sue Petersen

TIPS

LEGAL TERMS

DISCHARGE (OF PROBATE ADMINISTRATOR)

ESTATE PLANNING

ABATEMENT

OFFICER

GRANTOR RETAINED INCOME TRUST

GROSS ESTATE

BENEFICIARY

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

POUR-OVER WILL

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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