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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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Jefferson Stuart Shepard

Real Estate, Trusts, Estate, Contract

Status: In Good Standing Licensed: 46 Years

CONTACT

1814 E Front St, Selma, CA 93662

John Christopher Gomez

Wills, Trusts, Family Law, Criminal

Status: In Good Standing Licensed: 23 Years

CONTACT

1148 N Chinowth St, Visalia, CA 93291

Gary Harvey Ruddell

Landlord-Tenant, Lawsuit, Trusts, Estate

Status: In Good Standing

CONTACT

1102 N Chinowth St, Visalia, CA 93291

Jonette Machado Montgomery

Trusts, Estate, Bankruptcy, Personal Injury

Status: In Good Standing Licensed: 20 Years

CONTACT

502 W Grangeville Blvd, Hanford, CA 93230

Michael John Noland

Real Estate, Trusts, Environmental Law, Business

Status: In Good Standing

CONTACT

219 N Douty St, Hanford, CA 93230

Robert Wong Gin

Other, Real Estate, Trusts, Estate

Status: In Good Standing

CONTACT

111 E 7Th St, Hanford, CA 93230

Virgil Wayne Hardcastle

Trusts, Estate, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 47 Years

CONTACT

429 N Redington St, Hanford, CA 93230

K Phillip Maroot

Real Estate, Trusts, Pension & Benefits, Family Law

Status: In Good Standing Licensed: 62 Years

CONTACT

429 N Redington St, Hanford, CA 93232

Russell Raymond Mckinney

Military, Litigation, Trusts, Products Liability, Slip & Fall Accident

Status: In Good Standing Licensed: 56 Years

CONTACT

220 S Mooney Blvd, Visalia, CA 93291

James Albert Wainwright

Family Law, Guardianships & Conservatorships, Wills, Trusts

Status: In Good Standing Licensed: 48 Years

CONTACT

220 S Mooney Blvd, Visalia, CA 93291

800-923-0641

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LEGAL TERMS

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.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

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.

CREDIT SHELTER TRUST

See AB trust.

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.

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.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

SAMPLE LEGAL CASES

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...

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Traver Trusts Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Jefferson Stuart Shepard

John Christopher Gomez

Gary Harvey Ruddell

Jonette Machado Montgomery

Michael John Noland

Robert Wong Gin

Virgil Wayne Hardcastle

K Phillip Maroot

Russell Raymond Mckinney

James Albert Wainwright

TIPS

LEGAL TERMS

DISCHARGE (OF PROBATE ADMINISTRATOR)

AUGMENTED ESTATE

HOLOGRAPHIC WILL

INVESTOR

CREDIT SHELTER TRUST

AB TRUST

EXECUTOR

CONSERVATOR

SUMMARY PROBATE

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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