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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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Josie Porras Corporon

Real Estate, Trusts

Status: In Good Standing

CONTACT

116 Henshaw Ave, Chico, CA 95973

Kelly Albrecht

Trusts, Estate, Contract, Commercial Real Estate

Status: In Good Standing Licensed: 49 Years

CONTACT

1440 Lincoln St, Belden, CA 95965

Kevin Dean Schmidt

Trusts, Workers' Compensation, Wills

Status: In Good Standing Licensed: 10 Years

CONTACT

2619 Forest Ave, Chico, CA 95928

Lawrence Alan Puritz

Estate Planning, Trusts, Estate

Status: In Good Standing

CONTACT

PO BOX 935, Chico, CA 95927

Leni Alice Cecil

General Practice

Status: In Good Standing

CONTACT

20 Independence Cir, Chico, CA 95973

Margaret Mary Mcnulty

Real Estate Other, Real Estate, Trusts, Estate

Status: In Good Standing

CONTACT

310 Flume St, Chico, CA 95928

Martha Jean Dunlap

Trusts, Estate, Environmental Law, Employment

Status: In Good Standing Licensed: 20 Years

CONTACT

5 Jerome Pl, Chico, CA 95926

Myra Loe Bailey

Wills & Probate, Juvenile Law, Trusts, Juvenile Law, Power of Attorney

Status: In Good Standing Licensed: 35 Years

CONTACT

5778 Almond St, Paradise, CA 95969

Neil Alan Harris

Trusts, Estate Planning, Estate, Elder Law

Status: In Good Standing

CONTACT

466 Vallombrosa Ave, Chico, CA 95926

Nels A Christensen

General Practice

Status: In Good Standing Licensed: 59 Years

CONTACT

1082 San Ramon Dr, Chico, CA 95973

800-923-0641

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LEGAL TERMS

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

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.

FAMILY POT TRUST

See pot trust.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

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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Richvale Trusts Lawyer, California, page 4

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Josie Porras Corporon

Kelly Albrecht

Kevin Dean Schmidt

Lawrence Alan Puritz

Leni Alice Cecil

Margaret Mary Mcnulty

Martha Jean Dunlap

Myra Loe Bailey

Neil Alan Harris

Nels A Christensen

TIPS

LEGAL TERMS

EXEMPTION TRUST

RESIDUARY ESTATE

CHARITABLE TRUST

PERSONAL PROPERTY

ANCILLARY PROBATE

FAMILY POT TRUST

SUCCESSION

PUBLISHED WORK

SWEARING MATCH

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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