Beverly Hills Estate Planning Lawyer, California, page 8

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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

Tali Klapach

Litigation, International Tax, Trusts, Estate Planning

Status: In Good Standing

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8200 Wilshire Blvd., Beverly Hills, CA 90211

Philip Karpel

Estate Planning, Trusts, Tax, International Tax

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10960 Wilshire Boulevard, Los Angeles, CA 90024

Roger Carl Glienke

Tax, International Tax, International, Gift Taxation

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11400 W Olympic Blvd, Los Angeles, CA 90064

Howard Chaim Rosenblatt

Tax, International Tax, Gift Taxation

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11400 W Olympic Blvd, Los Angeles, CA 90064

Jeffrey Forer

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing Licensed: 41 Years

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2215 Colby Ave, Los Angeles, CA 90064

Dennis Neal Brager

Tax, International Tax, International, Gift Taxation

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12121 Wilshire Blvd, Los Angeles, CA 90025

John Arao

Tax, Litigation, International, Gift Taxation

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2219 25Th St, Santa Monica, CA 90405

Isai Bismark Cortez

International Tax, International, Gift Taxation, Credit & Debt

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1370 N St Andrews Pl, Los Angeles, CA 90028

J. Dan Olincy

Tax, Trusts, Gift Taxation, Estate Planning

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10866 Wilshire Blvd, Los Angeles, CA 90024

Nadine Lewis

Commercial Real Estate, Gift Taxation, Family Law, Business

Status: In Good Standing Licensed: 29 Years

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1305 Pico Blvd, Santa Monica, CA 90405

800-923-0641

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LEGAL TERMS

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

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.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass 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.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

BENEFICIARY

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

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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Beverly Hills Estate Planning Lawyer, California, page 8

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Tali Klapach

Philip Karpel

Roger Carl Glienke

Howard Chaim Rosenblatt

Jeffrey Forer

Dennis Neal Brager

John Arao

Isai Bismark Cortez

J. Dan Olincy

Nadine Lewis

TIPS

LEGAL TERMS

ABATEMENT

ENTITY

POWER OF APPOINTMENT

SUMMARY PROBATE

GENERATION-SKIPPING TRUST

BYPASS TRUST

SPECIFIC BEQUEST

GRANTOR RETAINED INCOME TRUST

BENEFICIARY

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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