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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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Leonard Patrick Breijo

Intellectual Property, Trusts, Estate, Criminal

Status: In Good Standing Licensed: 42 Years

CONTACT

Beverly Hills, CA 90213

Victor Edward Portanova

Tax, Trusts, Gift Taxation

Status: Inactive Licensed: 52 Years

CONTACT

Beverly Hills, CA 90209

Leonard M Ross

Litigation, International, Trusts, Gift Taxation

Status: In Good Standing Licensed: 56 Years

CONTACT

Beverly Hills, CA 90213

Victor Edward Portanova

Tax, Trusts

Status: Suspended Licensed: 53 Years

CONTACT

Beverly Hills, CA 90209

Marilla Ross

Wills, Trusts, Estate Planning

Status: Suspended Licensed: 42 Years

CONTACT

Beverly Hills, CA 90209

Paris David Brunner

Foreign Investment, Trusts, Elder Law, Contract

Status: In Good Standing Licensed: 36 Years

CONTACT

315 S Beverly Dr, Beverly Hills, CA 90212

Christopher Robert Mallicoat

Trusts, Estate, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 22 Years

CONTACT

321 S Beverly Dr, Beverly Hills, CA 90212

Oron Maher

Real Estate, Trusts

Status: In Good Standing Licensed: 16 Years

CONTACT

275 S Beverly Dr, Beverly Hills, CA 90212

Jeffrey Allan Cohen

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing Licensed: 56 Years

CONTACT

204 S Beverly Dr, Beverly Hills, CA 90212

Howard L. Horwitz

Litigation, Lawsuit & Dispute, Trusts, Insurance

Status: In Good Standing

CONTACT

9430 W Olympic Blvd, Beverly Hills, CA 90212

800-923-0641

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LEGAL TERMS

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

BENEFICIARY

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

MARITAL LIFE ESTATE TRUST

See AB trust.

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.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

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.

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.

CREDIT SHELTER TRUST

See AB trust.

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.

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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Beverly Hills Trusts Lawyer, California, page 8

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Leonard Patrick Breijo

Victor Edward Portanova

Leonard M Ross

Victor Edward Portanova

Marilla Ross

Paris David Brunner

Christopher Robert Mallicoat

Oron Maher

Jeffrey Allan Cohen

Howard L. Horwitz

TIPS

LEGAL TERMS

TRUST DEED

BENEFICIARY

MARITAL LIFE ESTATE TRUST

EXEMPTION TRUST

FAMILY ALLOWANCE

GROSS ESTATE

CONSERVATOR

CREDIT SHELTER TRUST

PETITION

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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