Stewarts Point Estate Planning Lawyer, California

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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

Elaine Andrews

Estate Planning, International Tax, Elder Law, Trusts, Estate

Status: In Good Standing

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The River House, 222 Weller Street, Petaluma, CA 94952

Robin Rudderow

Immigration, Trusts, Estate Planning, Criminal

Status: In Good Standing Licensed: 38 Years

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Bodega Bay, CA 94923

Charlotte Elizabeth Scott

Estate Planning, Natural Resources, Elder Law, Trusts, Estate

Status: In Good Standing Licensed: 21 Years

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501 Low Gap Road, Calpella, CA 95482

David Eugene Nelson

Wills, Trusts, Estate Planning, Environmental Law

Status: Inactive

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100 N State St, Calpella, CA 95482

Myrna Lee Oglesby

Trusts, Gift Taxation, Estate Planning, Estate

Status: In Good Standing Licensed: 41 Years

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533 S Main St, Calpella, CA 95482

Thomas Reed Sink

Trusts, Gift Taxation, Estate Planning, Elder Law

Status: In Good Standing Licensed: 40 Years

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144 S Cloverdale Blvd, Cloverdale, CA 95425

Alison Jean Hill

Real Estate, Public Law, Trusts, Gift Taxation

Status: In Good Standing Licensed: 13 Years

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Cobb, CA 95426

Lon D. Lazar

Estate Planning, Contract, Dispute Resolution, Commercial Real Estate, Trusts

Status: In Good Standing Licensed: 38 Years

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6490 Front St, Forestville, CA 95436

Alan Joel Silver

Estate Planning, International Tax, Trusts, Estate, Wills

Status: Inactive Licensed: 52 Years

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16129 Main St, Guerneville, CA 95446

Kenneth Richard Cyphers

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 27 Years

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141 North St, Healdsburg, CA 95448

800-923-0641

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LEGAL TERMS

NET ESTATE

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

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.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

FAMILY POT TRUST

See pot trust.

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.'

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.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

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.

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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Stewarts Point Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Elaine Andrews

Robin Rudderow

Charlotte Elizabeth Scott

David Eugene Nelson

Myrna Lee Oglesby

Thomas Reed Sink

Alison Jean Hill

Lon D. Lazar

Alan Joel Silver

Kenneth Richard Cyphers

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LEGAL TERMS

NET ESTATE

SUMMARY PROBATE

SELF-PROVING WILL

FAMILY POT TRUST

PRETERMITTED HEIR

EXEMPTION TRUST

BANKRUPTCY ESTATE

INTER VIVOS TRUST

DOWER AND CURTESY

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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