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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

Susan Elizabeth Leming Clark

Estate Planning, Child Custody, Divorce & Family Law, Civil & Human Rights

Status: In Good Standing Licensed: 44 Years

CONTACT

44325 Lowtree Ave, Lancaster, CA 93534

Kevin Lewis Vontungeln

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

963 W Avenue, Lancaster, CA 93534

Kevin L. Von Tungeln

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

963 W Avenue, Lancaster, CA 93534

Michael Yeager

Estate, Wills & Probate, Trusts, Gift Taxation, Estate Administration

Status: In Good Standing Licensed: 11 Years

FREE CONSULTATION

CONTACT

44905 10th Street West, Lancaster, CA 93534

Steven Forrest Boster

Trusts, Estate Planning

Status: In Good Standing Licensed: 18 Years

CONTACT

115 N Balsam St, Ridgecrest, CA 93555

Mark Edward Thompson

Social Security, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

963 W Avenue, Lancaster, CA 93534

Jeffrey Moffatt

Tax, State Government, Gift Taxation, Elder Law

Status: Suspended Licensed: 22 Years

CONTACT

43625 N Sierra Parkway, Lancaster, CA 93534

Jeffrey D Moffatt

Veterans' Affairs, State Government, Gift Taxation, Elder Law

Status: Suspended Licensed: 22 Years

CONTACT

43625 N Sierra Parkway, Lancaster, CA 93534

Robert Steven Derryberry

Landlord-Tenant, Real Estate, Estate Planning, Divorce & Family Law

Status: In Good Standing Licensed: 18 Years

CONTACT

41240 11Th St W, Palmdale, CA 93551

Robert Raymond Wood

Estate Planning, International Tax, Business, Trusts, Wills

Status: In Good Standing Licensed: 40 Years

CONTACT

42156 Tropez Dr, Lancaster, CA 93536

800-923-0641

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LEGAL TERMS

CURATOR

See conservator.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

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.

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).

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

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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California City Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Susan Elizabeth Leming Clark

Kevin Lewis Vontungeln

Kevin L. Von Tungeln

Michael Yeager

Steven Forrest Boster

Mark Edward Thompson

Jeffrey Moffatt

Jeffrey D Moffatt

Robert Steven Derryberry

Robert Raymond Wood

TIPS

LEGAL TERMS

CURATOR

TRUST MERGER

PETITION

CHARITABLE TRUST

SPECIAL ADMINISTRATOR

ABSTRACT OF TRUST

POUR-OVER WILL

REMAINDERMAN

FINAL BENEFICIARY

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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