Tulare 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

Joseph M Simoes

Estate Planning, Contract, Family Law, Trusts, Estate

Status: In Good Standing Licensed: 19 Years

CONTACT

250 N. "M" Street, Tulare, CA 93274

Julia Melissa Lew

Lawsuit & Dispute, Health Care, Estate Planning, Employee Rights

Status: In Good Standing Licensed: 26 Years

CONTACT

4010 S Demaree St, Visalia, CA 93277

Chad M Lew

Estate Planning, Estate, Employee Rights

Status: In Good Standing Licensed: 26 Years

CONTACT

4010 S Demaree St, Visalia, CA 93277

Matthew Clay Pierce

Estate Planning, Environmental Law, Employee Rights, Criminal

Status: In Good Standing Licensed: 16 Years

CONTACT

2900 W Burrel Ave, Visalia, CA 93291

Dale R. Bruder

Estate Planning, Family Law, Commercial Real Estate, Trusts, Wills

Status: In Good Standing Licensed: 42 Years

CONTACT

2534 W Main St, Visalia, CA 93291

Dale Richard Bruder

Estate Planning, Family Law, Commercial Real Estate, Trusts, Wills

Status: In Good Standing

CONTACT

2534 W Main St, Visalia, CA 93291

Zishan Lokhandwala

Estate Planning, Civil Rights, Insurance, Personal Injury

Status: In Good Standing

CONTACT

3323 S Fairway St, Visalia, CA 93277

Zishan Lokhandwala

Estate Planning, Civil Rights, Insurance, Personal Injury

Status: In Good Standing

CONTACT

3323 S Fairway St, Visalia, CA 93277

David Allen Hamilton

Estate Planning, Elder Law, Federal Appellate Practice, Trusts, Estate

Status: In Good Standing Licensed: 42 Years

CONTACT

2703 S Encina St, Visalia, CA 93277

Richard Bruce Barron

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

Status: In Good Standing

CONTACT

632 W Oak Ave, Visalia, CA 93291

800-923-0641

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LEGAL TERMS

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.

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).

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.

IRREVOCABLE TRUST

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

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

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.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

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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Tulare Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Joseph M Simoes

Julia Melissa Lew

Chad M Lew

Matthew Clay Pierce

Dale R. Bruder

Dale Richard Bruder

Zishan Lokhandwala

Zishan Lokhandwala

David Allen Hamilton

Richard Bruce Barron

TIPS

LEGAL TERMS

AUGMENTED ESTATE

CHARITABLE TRUST

EXEMPTION TRUST

IRREVOCABLE TRUST

BEQUEATH

CERTIFIED COPY

HOLOGRAPHIC WILL

PERSONAL PROPERTY

ADMINISTRATION (OF AN ESTATE)

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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