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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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Charles D. Stark

Estate Planning, Elder Law, Family Law, Trusts, Estate

Status: In Good Standing

CONTACT

1550 Airport Blvd, Santa Rosa, CA 95403

Charles Douglas Stark

Estate Planning, Elder Law, Family Law, Trusts, Estate

Status: In Good Standing

CONTACT

1550 Airport Blvd, Santa Rosa, CA 95403

Stephanie Barber Hess

Litigation, Trusts, Business, Credit & Debt

Status: In Good Standing Licensed: 25 Years

CONTACT

400 Aviation Blvd, Santa Rosa, CA 95403

Samuel Joseph Zanutto

Real Estate, Trusts, Employee Rights, Business

Status: In Good Standing Licensed: 23 Years

CONTACT

400 Aviation Blvd, Santa Rosa, CA 95403

Philip Jason Silverstein

Tax, Dispute Resolution, Trusts, Estate

Status: In Good Standing Licensed: 36 Years

CONTACT

3558 Round Barn Blvd, Santa Rosa, CA 95403

Ann Thomas

Trusts, Estate

Status: Inactive Licensed: 29 Years

CONTACT

Windsor, CA 95492

Steven Mark Waite

Wills, Trusts, Estate

Status: In Good Standing Licensed: 13 Years

CONTACT

616 Strech Ln, Windsor, CA 95492

Arthur L Lafranchi

Trusts

Status: In Good Standing Licensed: 62 Years

CONTACT

420 Aviation Blvd, Santa Rosa, CA 95403

William M Andrews

Real Estate, Trusts, Employment, DUI-DWI

Status: In Good Standing Licensed: 55 Years

CONTACT

420 Aviation Blvd, Santa Rosa, CA 95403

Michael Daniel Maciel

Trusts, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 23 Years

CONTACT

3558 Round Barn Blvd, Santa Rosa, CA 95403

800-923-0641

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LEGAL TERMS

MARITAL LIFE ESTATE TRUST

See AB trust.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

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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Windsor Trusts Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Charles D. Stark

Charles Douglas Stark

Stephanie Barber Hess

Samuel Joseph Zanutto

Philip Jason Silverstein

Ann Thomas

Steven Mark Waite

Arthur L Lafranchi

William M Andrews

Michael Daniel Maciel

TIPS

LEGAL TERMS

MARITAL LIFE ESTATE TRUST

REMAINDERMAN

PER CAPITA

FAILURE OF ISSUE

LIVING TRUST

HEIR APPARENT

PROVING A WILL

FINAL BENEFICIARY

GROSS ESTATE

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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