Sacramento County, CA Trusts Lawyers, page 4

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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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Belan Kirk Wagner

Estate Planning, International Tax, Commercial Real Estate, Business, Trusts

Status: In Good Standing

CONTACT

10640 Mather Blvd, Mather, CA 95655

Weiru Wang

Estate Planning, Intellectual Property, Commercial Real Estate, Trusts, Estate

Status: In Good Standing

CONTACT

1900 Point West Way, Sacramento, CA 95815

Borden Domina Webb

Trusts, Estate Planning, Family Law, Elder Law

Status: In Good Standing

CONTACT

7311 Greenhaven Dr, Sacramento, CA 95831

Brian Douglas Wyatt

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

3406 American River Dr, Sacramento, CA 95864

Douglas Leland Youmans

Other, Tax, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

10640 Mather Blvd, Mather, CA 95655

Jennifer L Harmon

Estate Planning, International Tax, Business, Trusts, Wills

Status: In Good Standing

CONTACT

10640 Mather Blvd, Mather, CA 95655

Janet Marie Stroman

Wills, Trusts, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 24 Years

CONTACT

Fair Oaks, CA 95628

Jennifer Suzanne Rouse

Commercial Real Estate, Wills, Trusts, Business & Trade

Status: In Good Standing

CONTACT

1555 River Park Dr, Sacramento, CA 95815

Robert Mauri Logan

Real Estate, Trusts, Estate, Business

Status: In Good Standing Licensed: 35 Years

CONTACT

404 Natoma St, Folsom, CA 95630

Jeffrey Norris Klink

Commercial Real Estate, Federal Appellate Practice, Trusts, Estate Planning, Family Law

Status: In Good Standing

CONTACT

3200 L St, Sacramento, CA 95816

800-923-0641

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LEGAL TERMS

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

SUCCESSOR TRUSTEE

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

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

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.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

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.

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.

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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Sacramento County, CA Trusts Lawyers, page 4

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Belan Kirk Wagner

Weiru Wang

Borden Domina Webb

Brian Douglas Wyatt

Douglas Leland Youmans

Jennifer L Harmon

Janet Marie Stroman

Jennifer Suzanne Rouse

Robert Mauri Logan

Jeffrey Norris Klink

TIPS

LEGAL TERMS

CERTIFIED COPY

SUCCESSOR TRUSTEE

INHERIT

RESIDUARY ESTATE

IN TERROREM

PRETERMITTED HEIR

HEIR AT LAW

POUR-OVER WILL

PETITION

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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