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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

Adam Fischer Fritz

Tax, Real Estate, International, Gift Taxation

Status: In Good Standing Licensed: 22 Years

CONTACT

125 25Th Ave, San Francisco, CA 94121

Alan Jay Titus

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

Status: In Good Standing Licensed: 41 Years

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591 Redwood Hwy, Mill Valley, CA 94941

Alexander Hughes Kugelman

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 17 Years

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21 Tamal Vista Blvd, Corte Madera, CA 94925

Alfred Baynard Fowler

Tax, Gift Taxation

Status: In Good Standing Licensed: 49 Years

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60 Westwood Dr, Greenbrae, CA 94904

Allyson Aiden Pyrdek

Tax, Gift Taxation

Status: In Good Standing Licensed: 21 Years

CONTACT

35 Miller Ave, Mill Valley, CA 94941

Amir Sassan Sarreshtehdary

Trusts, Estate Planning, Estate, Personal Injury

Status: In Good Standing

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4040 Civic Center Dr, San Rafael, CA 94903

Angela C. Kaaiohelo

General Practice

Status: In Good Standing Licensed: 7 Years

CONTACT

690 34Th Ave, San Francisco, CA 94121

Ann Claire Macarthur

Trusts, Gift Taxation, Estate, Business

Status: In Good Standing Licensed: 17 Years

CONTACT

3030 Bridgeway, Sausalito, CA 94965

Anthony Cesare Deluca

Gift Taxation

Status: Inactive Licensed: 52 Years

CONTACT

51 Lunada Ct, San Rafael, CA 94901

Armita Sobhi

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 10 Years

CONTACT

632 Robin Dr, Corte Madera, CA 94925

800-923-0641

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LEGAL TERMS

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

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.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

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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Stinson Beach Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Adam Fischer Fritz

Alan Jay Titus

Alexander Hughes Kugelman

Alfred Baynard Fowler

Allyson Aiden Pyrdek

Amir Sassan Sarreshtehdary

Angela C. Kaaiohelo

Ann Claire Macarthur

Anthony Cesare Deluca

Armita Sobhi

TIPS

LEGAL TERMS

TESTAMENTARY TRUST

PER STIRPES

TRUSTEE POWERS

DEVISEE

ENDOWMENT INSURANCE

PROPERTY CONTROL TRUST

SPENDTHRIFT TRUST

IRREVOCABLE TRUST

POWER OF APPOINTMENT

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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