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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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Samantha Murray Tighe

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Estate, Wills & Probate, Trusts

I was born in San Rafael where I have lived all my life except when I was away at school. I graduated from Golden Gate University School of Law and up... (more)

CONTACT

415-986-5910

1300 Grant Ave, Novato, CA 94945

Adamont N Georgeson

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Real Estate, Estate, Business

Adamont N. “Monty” Georgeson is the principal attorney at Georgeson Law Group. He provides individual attention to each client, ensuring they know... (more)

CONTACT

415-453-2300

1101 Fifth Avenue, San Rafael, CA 94901

Jeffrey H. Lerman

Estate, Divorce & Family Law, Lawsuit & Dispute, Real Estate

Status: In Good Standing

CONTACT

Lerman Law Building, 802 "B" Street, San Rafael, CA 94901

Julia P. Wald

Wills, Wills & Probate, Trusts, Elder Law

Status: In Good Standing

FREE CONSULTATION

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1108 5th Avenue, San Rafael, CA 94901

Jerome Marks

Trusts, Estate

Status: In Good Standing Licensed: 59 Years

CONTACT

7 Crest Rd, Belvedere Tiburon, CA 94920

Allan Henri Cadgene

Tax, Real Estate, International, Gift Taxation

Status: In Good Standing Licensed: 52 Years

CONTACT

140 Bayview Ave, Belvedere Tiburon, CA 94920

Thomas J Bauch

Government, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 45 Years

CONTACT

54 Alcatraz Ave, Belvedere Tiburon, CA 94920

Andrew Evered Allen

General Practice

Status: In Good Standing Licensed: 48 Years

CONTACT

83 Beach Road, Belvedere Tiburon, CA 94920

Elizabeth Anne Dupar

Real Estate, Estate, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 32 Years

CONTACT

1550 Tiburon Blvd, Belvedere Tiburon, CA 94920

Jason William Kuhns

Trusts, Business

Status: In Good Standing Licensed: 29 Years

CONTACT

1550 Tiburon Blvd, Belvedere Tiburon, CA 94920

800-923-0641

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LEGAL TERMS

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.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

TITLE COMPANY

A company that issues title insurance.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

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.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

SAMPLE LEGAL CASES

In re Estate of Young

Stephen Parker, as administrator of the estate of Irma E. Young, deceased (the Estate), filed this petition under Probate Code section 850, subdivision (a), [1] to request an order and judgment establishing the Estate's ownership of certain real property and personal property held by ...

Estate of Kievernagel

In this case we must decide whether a widow has the right to use her late husband's frozen sperm to attempt to conceive a child where her late husband signed an agreement with the company storing the frozen sperm providing that the frozen sperm was to be discarded upon his ...

Estate of Bennett

Claimants Smith Heavy Industrial Transit Corporation and Advanced Development Holdings, Inc. (collectively Smith), appeal from a probate court order granting the motion of petitioners Lu Ella Bennett, Jack H. Bennett, Jr., and Louise Comer to set aside and rescind a ...

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San Rafael Estate Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Samantha Murray Tighe

Adamont N Georgeson

Jeffrey H. Lerman

Julia P. Wald

Jerome Marks

Allan Henri Cadgene

Thomas J Bauch

Andrew Evered Allen

Elizabeth Anne Dupar

Jason William Kuhns

TIPS

LEGAL TERMS

TRUST MERGER

SURVIVING SPOUSE'S TRUST

AUGMENTED ESTATE

DISTRIBUTEE

TITLE COMPANY

TRUSTEE POWERS

RESIDUARY ESTATE

LAPSE

CONTINGENT BENEFICIARY

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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