Sylmar 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

Bonnie Marie Bursk

Trusts, Estate Planning, Elder Law, Wills

Status: In Good Standing

CONTACT

10663 Yarmouth Ave, Granada Hills, CA 91344

Jaclyn K Cunanan

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 15 Years

CONTACT

Panorama City, CA 91412

Stephen George Mckee

Trusts, Estate Planning, DUI-DWI, Civil & Human Rights

Status: In Good Standing Licensed: 50 Years

CONTACT

25375 Orchard Village Rd, Valencia, CA 91355

Lawrence Holden Davis

Trusts, Estate Planning

Status: In Good Standing Licensed: 39 Years

CONTACT

11344 Quail Creek Rd, Porter Ranch, CA 91326

Randy Munyon

Tax, Gift Taxation

Status: In Good Standing Licensed: 33 Years

CONTACT

19197 Golden Valley Rd, Canyon Country, CA 91387

Don Kiyomi Yamagishi

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 27 Years

CONTACT

Mission Hills, CA 91346

Jonathan David Marquit

Tax, International, Gift Taxation, Employee Rights

Status: In Good Standing Licensed: 16 Years

CONTACT

16216 Kittridge St, Encino, CA 91406

David Saul Blumberg

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 31 Years

CONTACT

17341 Gresham St, Northridge, CA 91325

Israel Aaron Levy

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 55 Years

CONTACT

15862 Vincennes St, North Hills, CA 91343

Brandon Marc Schindelheim

Tax, International, Gift Taxation, Employee Rights

Status: In Good Standing Licensed: 17 Years

CONTACT

7120 Hayvenhurst Ave, Encino, CA 91406

800-923-0641

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LEGAL TERMS

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.

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.

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

CREDIT SHELTER TRUST

See AB trust.

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.

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.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

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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Sylmar Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Bonnie Marie Bursk

Jaclyn K Cunanan

Stephen George Mckee

Lawrence Holden Davis

Randy Munyon

Don Kiyomi Yamagishi

Jonathan David Marquit

David Saul Blumberg

Israel Aaron Levy

Brandon Marc Schindelheim

TIPS

LEGAL TERMS

RESIDUARY ESTATE

HOLOGRAPHIC WILL

INVESTOR

PUBLISHED WORK

WILL

CREDIT SHELTER TRUST

ABATEMENT

EXECUTOR

SURVIVING SPOUSE'S TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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