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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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Fabiola B. Karls

Estate Administration, Wills & Probate, Family Law, Guardianships & Conservatorships

Status: In Good Standing Licensed: 20 Years

CONTACT

5959 Topanga Canyon Blvd, Calabasas, CA 91367

Fabiola Brauna Karls

Estate, Trusts, Elder Law, Wills

Status: In Good Standing Licensed: 20 Years

CONTACT

5959 Topanga Canyon Blvd, Calabasas, CA 91367

Jonathan David Kassel

Tax, Immigration, Trusts, Criminal

Status: In Good Standing Licensed: 45 Years

CONTACT

5959 Topanga Canyon Blvd, Calabasas, CA 91367

Frances Kyriazis

Trusts, Estate

Status: In Good Standing Licensed: 36 Years

CONTACT

5959 Topanga Canyon Blvd, Calabasas, CA 91367

Gregory Jason Lederman

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 23 Years

CONTACT

5959 Topanga Canyon Blvd, Calabasas, CA 91367

Caren Ross Nielsen

Trusts, Estate, Elder Law, Civil & Human Rights

Status: In Good Standing Licensed: 41 Years

CONTACT

5959 Topanga Canyon Blvd, Calabasas, CA 91367

Dimitrios Alexander Saroukos

Trusts, Estate, Criminal, Accident & Injury

Status: In Good Standing Licensed: 15 Years

CONTACT

5959 Topanga Canyon Blvd, Calabasas, CA 91367

Michael James Vener

Estate Planning, Personal Injury, Mass Torts, Trusts, Wills

Status: In Good Standing Licensed: 15 Years

CONTACT

5959 Topanga Canyon Blvd, Calabasas, CA 91367

Gal Z. Elfenbein

Trusts, Estate

Status: In Good Standing Licensed: 12 Years

CONTACT

5959 Topanga Canyon Blvd, Calabasas, CA 91367

Brett Patrick Ralston

Trusts

Status: In Good Standing Licensed: 12 Years

CONTACT

5959 Topanga Canyon Blvd, Calabasas, CA 91367

800-923-0641

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LEGAL TERMS

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

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).

CREDIT SHELTER TRUST

See AB trust.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

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.

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.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

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.

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.

SAMPLE LEGAL CASES

In re Estate of Young

Stephen Parker, as administrator of the estate of Irma E. Young, deceased (the Estate), filed this petition under Probate Code section 850, subdivision (a), [1] to request an order and judgment establishing the Estate's ownership of certain real property and personal property held by ...

Estate of Kievernagel

In this case we must decide whether a widow has the right to use her late husband's frozen sperm to attempt to conceive a child where her late husband signed an agreement with the company storing the frozen sperm providing that the frozen sperm was to be discarded upon his ...

Estate of Bennett

Claimants Smith Heavy Industrial Transit Corporation and Advanced Development Holdings, Inc. (collectively Smith), appeal from a probate court order granting the motion of petitioners Lu Ella Bennett, Jack H. Bennett, Jr., and Louise Comer to set aside and rescind a ...

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Tarzana Estate Lawyer, California, page 7

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Fabiola B. Karls

Fabiola Brauna Karls

Jonathan David Kassel

Frances Kyriazis

Gregory Jason Lederman

Caren Ross Nielsen

Dimitrios Alexander Saroukos

Michael James Vener

Gal Z. Elfenbein

Brett Patrick Ralston

TIPS

LEGAL TERMS

AB TRUST

CHARITABLE TRUST

CREDIT SHELTER TRUST

SUCCESSOR TRUSTEE

SELF-PROVING WILL

CONTINGENT BENEFICIARY

DISTRIBUTEE

EXEMPTION TRUST

HOLOGRAPHIC WILL

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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