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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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Matthew J. McAlerney

Wills & Probate, Trusts, Estate, Civil & Human Rights

Status: In Good Standing Licensed: 47 Years

CONTACT

545-000 Ema Lu Ln, Mcarthur, CA 96056

Roy Frank Peters

Trusts, Estate

Status: In Good Standing Licensed: 46 Years

CONTACT

Palo Cedro, CA 96073

Robert Bailey Boston

Trusts, Estate

Status: In Good Standing Licensed: 45 Years

CONTACT

205 N Mt Shasta Bvod, Mount Shasta, CA 96067

Charles Todd Endres

Commercial Real Estate, Trusts, Corporate, Contract

Status: In Good Standing Licensed: 34 Years

CONTACT

1425 Victor Ave, Redding, CA 96003

Steven Alexis Small

Trusts, Estate Planning, Criminal, Bankruptcy

Status: In Good Standing Licensed: 50 Years

CONTACT

3355 Hotlam Rd, Redding, CA 96002

Robert Alton West

Estate Planning, International Tax, Commercial Real Estate, Business, Trusts

Status: In Good Standing Licensed: 32 Years

CONTACT

2515 Park Marina Dr, Redding, CA 96001

William Alan Somppi

Personal Injury, Bankruptcy, Family Law, Trusts

Status: Inactive Licensed: 35 Years

CONTACT

Redding, CA 96099

Michael Charles Fitzpatrick

Real Estate, Trusts, Family Law, Personal Injury

Status: Inactive Licensed: 55 Years

CONTACT

2851 Park Marina Dr, Redding, CA 96001

Sandra Jeanne Clark

Trusts, Estate

Status: In Good Standing Licensed: 43 Years

CONTACT

1648 Riverside Dr, Redding, CA 96001

Jerrald Keith Pickering

Litigation, Trusts, Workers' Compensation, Employment

Status: In Good Standing Licensed: 67 Years

CONTACT

Redding, CA 96099

800-923-0641

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LEGAL TERMS

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.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

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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Burney Trusts Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Matthew J. McAlerney

Roy Frank Peters

Robert Bailey Boston

Charles Todd Endres

Steven Alexis Small

Robert Alton West

William Alan Somppi

Michael Charles Fitzpatrick

Sandra Jeanne Clark

Jerrald Keith Pickering

TIPS

LEGAL TERMS

QTIP TRUST

PETITION

HEIR AT LAW

AB TRUST

ALTERNATE BENEFICIARY

BEQUEATH

PROPERTY CONTROL TRUST

PREDECEASED SPOUSE

SUCCESSOR TRUSTEE

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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