Adel Trusts Lawyer, Oregon

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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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Jeffrey David Hedlund

Wills & Probate, Trusts, Family Law, Elder Law, Credit & Debt

Status: In Good Standing Licensed: 16 Years

CONTACT

28 N G St, Lakeview, OR 97630

James R Arsenault

General Practice

Status: In Good Standing Licensed: 12 Years

CONTACT

28 N G St, Lakeview, OR 97630

David M Vandenberg

Lawsuit & Dispute, Divorce & Family Law, Criminal, Accident & Injury

Status: In Good Standing Licensed: 35 Years

CONTACT

513 Center St, Lakeview, OR 97630

Ted K Martin

Immigration, Divorce

Status: In Good Standing Licensed: 17 Years

CONTACT

513 Center St, Lakeview, OR 97630

Ulys J Stapleton

Government

Status: In Good Standing Licensed: 50 Years

CONTACT

513 Center St, Lakeview, OR 97630

Andrew Lee Vandergaw

General Practice

Status: Inactive

CONTACT

513 Center Street, Lakeview, OR 97630

Andrew L Vandergaw

General Practice

Status: Inactive Licensed: 49 Years

CONTACT

513 Center Street, Lakeview, OR 97630

Scott Warner

Commercial Real Estate, Land Use & Zoning, Foreclosure, Transactions

Status: In Good Standing Licensed: 31 Years

CONTACT

628 N 1st St, Lakeview, OR 97630

John H Bogardus

Real Estate, Government, Employment, Business

Status: Inactive Licensed: 50 Years

CONTACT

35 S G St, Lakeview, OR 97630

Albert Marion Monaco

General Practice

Status: In Good Standing Licensed: 61 Years

CONTACT

35 S "G" St, Lakeview, OR 97630

800-923-0641

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LEGAL TERMS

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.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

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.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

SAMPLE LEGAL CASES

MARRIAGE OF BROWN

... Husband appeals from a dissolution judgment awarding wife spousal support from husband's interests in two family trusts created by husband's father and grandmother. ... In this appeal, the dispute concerns the disposition of two family trusts of which husband is a beneficiary. ...

Connall v. Felton

... ORS 93.020(1). Plaintiff does not contend that the decedent created an express trust when she deeded the property to defendant. Implied trusts fall into two categories: constructive trusts and resulting trusts. Shipe et al, 206 Or. at 562, 292 P.2d 123. ...

TRUSTS OF VIEANNA ELEANOR ANDERSON TRUST DATED MAY 20, 1987 v. Anderson

275 P.3d 1017 (2012). 248 Or. App. 755. TRUSTS OF VIEANNA ELEANOR ANDERSON TRUST DATED MAY 20, 1987 v. ANDERSON. A146802. Court of Appeals of Oregon. March 7, 2012. Affirmed without opinion.

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Adel Trusts Lawyer, Oregon

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Jeffrey David Hedlund

James R Arsenault

David M Vandenberg

Ted K Martin

Ulys J Stapleton

Andrew Lee Vandergaw

Andrew L Vandergaw

Scott Warner

John H Bogardus

Albert Marion Monaco

TIPS

LEGAL TERMS

INVESTOR

GENERATION-SKIPPING TRANSFER TAX

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

QTIP TRUST

PETITION

ADMINISTRATRIX

BENEFICIARY

TRUSTEE

INVENTORY

SAMPLE LEGAL CASES

MARRIAGE OF BROWN

Connall v. Felton

TRUSTS OF VIEANNA ELEANOR ANDERSON TRUST DATED MAY 20, 1987 v. Anderson

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