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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

John J. Stanton

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Estate, Wills & Probate, Trusts, Estate Planning, Divorce & Family Law

Hiring a lawyer can be intimidating. Stepping into a lawyer's office can be even more stressful. At our firm, however, we strive to take the stress ou... (more)

CONTACT

800-856-9850

1370 Brea Boulevard, Fullerton, CA 92835

Renee Marie Rodda

International, Trusts, Gift Taxation, Business

Status: In Good Standing Licensed: 20 Years

CONTACT

1134 N Gilbert, Anaheim, CA 92801

Chester A. Swart

Tax, International, Trusts, Gift Taxation

Status: In Good Standing Licensed: 39 Years

CONTACT

1818 Island Dr, Fullerton, CA 92833

Ichen Jennifer Bushong

Tax, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 12 Years

CONTACT

Anaheim, CA 92816

Steven S Chung

Internet, Science, Technology & Internet, Immigration, Gift Taxation

Status: In Good Standing Licensed: 18 Years

CONTACT

13337 South St, Artesia, CA 90703

John Edward Yusin

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 29 Years

CONTACT

12900 Park Plaza Drive, Los Angeles, CA 90013

Marie Alice Cioth

Private Schools, Trusts, Estate Planning, Partnerships

Status: In Good Standing Licensed: 33 Years

CONTACT

12800 Center Court Dr, Cerritos, CA 90703

Cindy Strom Arellano

International, Gift Taxation, Employee Rights, Business

Status: In Good Standing Licensed: 31 Years

CONTACT

12800 Center Court Dr, Artesia, CA 90703

Evan James Gautier

Tax, Gift Taxation, Merger & Acquisition, Accident & Injury

Status: In Good Standing Licensed: 10 Years

CONTACT

12800 Center Court Dr S, Artesia, CA 90703

Kimberly Christine Ludwin

Other, Internet, Estate Planning, Corporate

Status: In Good Standing Licensed: 15 Years

CONTACT

12800 Center Court Dr, Artesia, CA 90703

800-923-0641

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LEGAL TERMS

CERTIFICATION OF TRUST

See abstract of trust.

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.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

FUNDING A TRUST

Transferring ownership of property to a trust.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

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.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

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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Buena Park Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

John J. Stanton

Renee Marie Rodda

Chester A. Swart

Ichen Jennifer Bushong

Steven S Chung

John Edward Yusin

Marie Alice Cioth

Cindy Strom Arellano

Evan James Gautier

Kimberly Christine Ludwin

TIPS

LEGAL TERMS

CERTIFICATION OF TRUST

QTIP TRUST

CHARITABLE TRUST

TRUSTEE POWERS

FUNDING A TRUST

ACCUMULATION TRUST

SPENDTHRIFT TRUST

SUMMARY PROBATE

DISCHARGE (OF PROBATE ADMINISTRATOR)

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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