Stewarts Point Estate Planning Lawyer, California, page 2

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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

Brian Charles Carter

Estate Planning, Environmental Law, Commercial Real Estate, Business, Trusts

Status: In Good Standing Licensed: 36 Years

CONTACT

305 N Main St, Ukiah, CA 95482

Brian David Rondon

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 37 Years

CONTACT

713 Spring St, Santa Rosa, CA 95404

Brian Edward Mclaughlin

Commercial Real Estate, Real Estate, Estate Planning, Business

Status: In Good Standing Licensed: 47 Years

CONTACT

648 W School St, Rohnert Park, CA 94931

Bridget Hannigan Mackay

Trusts, Estate Planning, Estate, Civil & Human Rights

Status: In Good Standing Licensed: 29 Years

CONTACT

19 Keller St, Petaluma, CA 94952

Bruce Robert Langston

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 43 Years

CONTACT

Lakeport, CA 95453

Bruce Cameron Mclaughlin

Public Law, Government, Gift Taxation, Environmental Law

Status: In Good Standing Licensed: 30 Years

CONTACT

101 Morris St, Sebastopol, CA 95472

Bruce David Ketron

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 53 Years

CONTACT

Santa Rosa, CA 95402

Candice Lynn Raposo

Tax, International, Gift Taxation, Trusts

Status: In Good Standing

CONTACT

90 South E St, Santa Rosa, CA 95404

Charles D. Stark

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

Status: In Good Standing

CONTACT

1550 Airport Blvd, Santa Rosa, CA 95403

Charles Douglas Stark

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

Status: In Good Standing

CONTACT

1550 Airport Blvd, Santa Rosa, CA 95403

800-923-0641

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LEGAL TERMS

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

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.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

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.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

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, page 2

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Brian Charles Carter

Brian David Rondon

Brian Edward Mclaughlin

Bridget Hannigan Mackay

Bruce Robert Langston

Bruce Cameron Mclaughlin

Bruce David Ketron

Candice Lynn Raposo

Charles D. Stark

Charles Douglas Stark

TIPS

LEGAL TERMS

SECONDARY MEANING

RESIDUARY ESTATE

HOLOGRAPHIC WILL

FAILURE OF ISSUE

ANCILLARY PROBATE

GRANTOR RETAINED INCOME TRUST

SWEARING MATCH

INVENTORY

DISCHARGE (OF PROBATE ADMINISTRATOR)

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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