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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

Shannon Howell

Estate Planning, Wills & Probate, Trusts, Elder Law

Status: In Good Standing

FREE CONSULTATION

CONTACT

12526 High Bluff Drive, San Diego, CA 92130

Kevin Lee Day

International, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 32 Years

CONTACT

341 S Cedros Ave, Solana Beach, CA 92075

Elizabeth Anne Tresp

Litigation, Wills, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

341 S Cedros Ave, Solana Beach, CA 92075

Abraham Ali Ames

Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 8 Years

CONTACT

341 S Cedros Ave, Solana Beach, CA 92075

Lincoln Browning Quintana

Landlord-Tenant, Litigation, Estate Planning, Bankruptcy

Status: In Good Standing

CONTACT

777 Santa Victoria, Solana Beach, CA 92075

John William Sunnen

Other, Tax, Trusts, Gift Taxation

Status: In Good Standing Licensed: 41 Years

CONTACT

1051 Cerro Largo Dr, Solana Beach, CA 92075

John Russell Sorensen

Landlord-Tenant, Estate Planning, Employment, Insurance

Status: Inactive

CONTACT

445 Marine View Ave, Del Mar, CA 92014

Tomer Taylor Gutman

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

Status: In Good Standing Licensed: 46 Years

CONTACT

462 Stevens Ave, Solana Beach, CA 92075

Jason Richard Schingler

Trusts, Gift Taxation, Estate Planning, Business

Status: In Good Standing Licensed: 19 Years

CONTACT

462 Stevens Avenue, Solana Beach, CA 92075

Daniel K. Printz

Wills & Probate, Estate Administration, Estate Planning, Trusts

Status: In Good Standing Licensed: 25 Years

FREE CONSULTATION

CONTACT

462 Stevens Avenue, Solana Beach, CA 92075

800-923-0641

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LEGAL TERMS

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.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

SURROGATE COURT

See probate court.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

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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Solana Beach Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Shannon Howell

Kevin Lee Day

Elizabeth Anne Tresp

Abraham Ali Ames

Lincoln Browning Quintana

John William Sunnen

John Russell Sorensen

Tomer Taylor Gutman

Jason Richard Schingler

Daniel K. Printz

TIPS

LEGAL TERMS

SUCCESSION

GENERATION-SKIPPING TRANSFER TAX

OFFICER

RESIDUARY BENEFICIARY

ABATEMENT

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

SURROGATE COURT

DOWER AND CURTESY

INVENTORY

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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