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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

Cynthia S. Cho

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Estate Planning, Contract, Dispute Resolution, Elder Law, Family Law

Cynthia Cho is the founder of the CC Law Group and its principal attorney.Cynthia has built her reputation as a highly successful attorney by being no... (more)

CONTACT

800-891-9771

3900 Newpark Mall Road, 3rd Floor, Newark, CA 94560

Bernard M King

Real Estate, Estate Planning, Divorce & Family Law, Business Organization

Status: In Good Standing

CONTACT

39650 Liberty Street, Fremont, CA 94538

Chamandeep Grewal

Immigration, Estate Planning, Family Law

Status: In Good Standing

CONTACT

39300 Civic Center Drive, Fremont, CA 94538

Fred W. Thompson

Litigation, Estate Planning, Corporate, Business Organization

Status: In Good Standing

CONTACT

39650 Liberty Street, Fremont, CA 94538

Michael J. Connich

Estate Planning, Family Law, Wills & Probate

Status: In Good Standing

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39300 Civic Center Drive, Fremont, CA 94538

Ana Maria Cardenas Meza

Tax, International, Gift Taxation, Business

Status: In Good Standing Licensed: 17 Years

CONTACT

45500 Fremont Blvd, Fremont, CA 94538

Angelo Johnathan Lagorio

Wills & Probate, Trusts, Estate Planning, Family Law, Family Law

Status: In Good Standing Licensed: 13 Years

CONTACT

39510 Paseo Padre Pkwy, Fremont, CA 94538

Annalisa O Herzog

Tax, International, Gift Taxation

Status: Inactive Licensed: 35 Years

CONTACT

5736 Hidden Creek Ct, Pleasanton, CA 94566

Anthony H. Ngo

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 10 Years

CONTACT

233 E Weddell Dr, Sunnyvale, CA 94089

Brian Edward Thomas

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 18 Years

CONTACT

11551 Obispo Ct, Pleasanton, CA 94568

800-923-0641

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LEGAL TERMS

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

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.

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.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

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.

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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Sunol Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Cynthia S. Cho

Bernard M King

Chamandeep Grewal

Fred W. Thompson

Michael J. Connich

Ana Maria Cardenas Meza

Angelo Johnathan Lagorio

Annalisa O Herzog

Anthony H. Ngo

Brian Edward Thomas

TIPS

LEGAL TERMS

POUR-OVER WILL

DISINHERIT

GRANTOR

CONTINGENT BENEFICIARY

EXECUTOR

PROPERTY CONTROL TRUST

ENDOWMENT INSURANCE

CHARITABLE TRUST

ABATEMENT

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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