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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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Herbert Matthew Rowland

Professional Responsibility, Construction, Trusts, Products Liability

Status: In Good Standing

CONTACT

1101 5Th Ave, San Rafael, CA 94901

Clyde Hobbs Charlton

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing Licensed: 37 Years

CONTACT

790 Mission Ave, San Rafael, CA 94901

Robyn Brook Christo

Litigation, Wills, Trusts, Estate

Status: In Good Standing Licensed: 15 Years

CONTACT

999 5Th Ave, San Rafael, CA 94901

Robert Frederick Epstein

Estate Planning, Dispute Resolution, Administrative Law, Commercial Real Estate, Trusts

Status: In Good Standing Licensed: 33 Years

CONTACT

999 5Th Ave, San Rafael, CA 94901

Robert Lewis Harrison

Real Estate, Wills & Probate, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing

CONTACT

1000 4Th St, San Rafael, CA 94901

Ronald E Champoux

Wills, Family Law

Status: In Good Standing

CONTACT

1000 4Th St, San Rafael, CA 94901

John Richard Cuerva

Estate Planning, Contract, Elder Law, Family Law, Trusts

Status: In Good Standing Licensed: 15 Years

CONTACT

1010 B St, San Rafael, CA 94901

Stafford Warwick Keegin

Real Estate, Intellectual Property, Gift Taxation, Business

Status: In Good Standing

CONTACT

1001 Lootens Pl, San Rafael, CA 94901

Johanna Theresa Gomez

Mass Torts, Immigration, Trusts, Personal Injury

Status: In Good Standing Licensed: 21 Years

CONTACT

1108 Tamalpais Ave, San Rafael, CA 94901

Michelle Collins Lerman

Trusts, Estate Planning, Estate, Wills

Status: In Good Standing Licensed: 41 Years

CONTACT

802 B St, San Rafael, CA 94901

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.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

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.

NET ESTATE

The value of all property owned at death less liabilities or debts.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

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.

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, page 2

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Herbert Matthew Rowland

Clyde Hobbs Charlton

Robyn Brook Christo

Robert Frederick Epstein

Robert Lewis Harrison

Ronald E Champoux

John Richard Cuerva

Stafford Warwick Keegin

Johanna Theresa Gomez

Michelle Collins Lerman

TIPS

LEGAL TERMS

EXEMPTION TRUST

QTIP TRUST

PROPERTY CONTROL TRUST

CERTIFIED COPY

NET ESTATE

INTESTATE SUCCESSION

BYPASS TRUST

ABSTRACT OF TRUST

LAPSE

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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