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

Chad M Lew

Estate Planning, Estate, Employee Rights

Status: In Good Standing Licensed: 26 Years

CONTACT

4010 S Demaree St, Visalia, CA 93277

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

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

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

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

Richard Bruce Barron

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

Status: In Good Standing

CONTACT

632 W Oak Ave, 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

800-923-0641

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LEGAL TERMS

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

IRREVOCABLE TRUST

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

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

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.

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.

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.

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.

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

Chad M Lew

Dale R. Bruder

Dale Richard Bruder

David Allen Hamilton

Joseph M Simoes

Julia Melissa Lew

Matthew Clay Pierce

Richard Bruce Barron

Zishan Lokhandwala

Zishan Lokhandwala

TIPS

LEGAL TERMS

ABSTRACT OF TRUST

SPECIFIC BEQUEST

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

IRREVOCABLE TRUST

REAL ESTATE AGENT

SELF-PROVING WILL

CONSERVATOR

POUR-OVER WILL

INVESTOR

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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