Pleasant Hill Estate Planning Lawyer, California, 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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Includes: Gift Taxation

Timothy B Walker

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 44 Years

CONTACT

106 Kendall Rd, Lafayette, CA 94595

Bartley Ben Baer

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 39 Years

CONTACT

3922 Los Arabis Dr, Lafayette, CA 94549

Jerrald Jay Schnack

Estate Planning, Commercial Real Estate, Business, Trusts, Wills

Status: In Good Standing Licensed: 51 Years

CONTACT

2540 Camino Diablo, Lafayette, CA 94597

Nancy Ann Gibbons

Government, Trusts, Gift Taxation, Criminal

Status: In Good Standing Licensed: 46 Years

CONTACT

2540 Camino Diablo, Lafayette, CA 94597

Paul Jesseph Sax

Tax, Gift Taxation

Status: In Good Standing Licensed: 56 Years

CONTACT

3995 Happy Valley Rd, Lafayette, CA 94549

David Nelson

Wills, Trusts, Estate Planning

Status: Suspended Licensed: 67 Years

CONTACT

1 Springhill Ln, Lafayette, CA 94549

Chastity Anne Schults

Other, Litigation, Trusts, Gift Taxation

Status: In Good Standing Licensed: 19 Years

CONTACT

2940 Camino Diablo, Lafayette, CA 94597

Richard Wayne Hyland

General Practice

Status: In Good Standing Licensed: 47 Years

CONTACT

1547 Palos Verdes Mall, Lafayette, CA 94597

Douglas Blackhurst Bohne

International, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 41 Years

CONTACT

1350 Treat Blvd, Lafayette, CA 94597

Ryan Wayne Lockhart

International, Trusts, Gift Taxation, Estate

Status: In Good Standing

CONTACT

1350 Treat Blvd, Lafayette, CA 94597

800-923-0641

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LEGAL TERMS

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

HEIR APPARENT

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

BENEFICIARY

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

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

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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Pleasant Hill Estate Planning Lawyer, California, page 3

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Timothy B Walker

Bartley Ben Baer

Jerrald Jay Schnack

Nancy Ann Gibbons

Paul Jesseph Sax

David Nelson

Chastity Anne Schults

Richard Wayne Hyland

Douglas Blackhurst Bohne

Ryan Wayne Lockhart

TIPS

LEGAL TERMS

BEQUEATH

NONPROBATE

HEIR APPARENT

BENEFICIARY

CONSERVATOR

TRUST MERGER

PETITION

QDOT TRUST

INCOMPETENCE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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