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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

Wilbur Derrick Britt

Intellectual Property, Industry Specialties, Gift Taxation, Business

Status: In Good Standing

CONTACT

260 Sheridan Ave, Palo Alto, CA 94306

John Christopher Martin

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

1145 Merrill St, Menlo Park, CA 94025

Kristina A. Fenton

Tax, International, Gift Taxation

Status: In Good Standing

CONTACT

1100 Alma St, Menlo Park, CA 94025

David Laurence Ach

International, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing

CONTACT

1100 Alma St, Menlo Park, CA 94025

Jennifer Halise Friedman

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

1100 Alma St, Menlo Park, CA 94025

Jan Cummins

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 19 Years

CONTACT

2600 El Camino Real, Palo Alto, CA 94306

Laurelle Marie Gutierrez

International, Trusts, Estate Planning

Status: In Good Standing Licensed: 31 Years

CONTACT

275 Middlefield Road, Menlo Park, CA 94025

Stewart Richardson

Administrative Law, Wills & Probate, Estate Planning, Trusts

Status: In Good Standing

CONTACT

285 Hamilton Avenue, Palo Alto, CA 94301

J. Ronald Hershberger

Estate Planning, Trusts, Estate

Status: In Good Standing

CONTACT

285 Hamilton Avenue, Palo Alto, CA 94301

Mary Pilibos White

Trusts, Estate Planning

Status: In Good Standing

CONTACT

2200 Sand Hill Rd, Menlo Park, CA 94025

800-923-0641

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LEGAL TERMS

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

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.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

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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Stanford Estate Planning Lawyer, California, page 3

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Wilbur Derrick Britt

John Christopher Martin

Kristina A. Fenton

David Laurence Ach

Jennifer Halise Friedman

Jan Cummins

Laurelle Marie Gutierrez

Stewart Richardson

J. Ronald Hershberger

Mary Pilibos White

TIPS

LEGAL TERMS

FAMILY ALLOWANCE

ACCUMULATION TRUST

INVESTOR

TRUST CORPUS

EXEMPTION TRUST

SUMMARY PROBATE

MINERAL RIGHTS

ENTITY

ADMINISTRATRIX

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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