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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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Jonathan Guy Basham

Litigation, Estate Planning, Elder Law, Credit & Debt

Status: Suspended Licensed: 37 Years

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2709 Nw Nordic Ave, Bend, OR 97703

Kitri C. Ford

Insurance, Estate Planning, Estate, Wills

Status: Inactive Licensed: 35 Years

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61489 Sw Longview St, Bend, OR 97702

Joel Jamon Kent

Immigration, Estate, Divorce & Family Law, Business

Status: In Good Standing

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158 Ne Greenwood Ave, Bend, OR 97701

Joshua M. Hood

Wills, Estate Planning, Family Law, Business & Trade

Status: In Good Standing Licensed: 14 Years

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747 Sw Mill View Way, Bend, OR 97702

Alison Ann Huycke

Estate, Divorce & Family Law, Business

Status: In Good Standing

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1148 NW Hill St, Bend, OR 97703

Paul B Heatherman

General Practice

Status: In Good Standing Licensed: 31 Years

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250 Nw Franklin Ave, Bend, OR 97701

John D Sorlie

Wills & Probate, Family Law, Divorce, Insurance

Status: In Good Standing

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591 Sw Mill View Way, Bend, OR 97702

Melissa P Lande

Estate

Status: In Good Standing

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591 SW Mill View Way, Bend, OR 97702

Mark G Reinecke

Real Estate, Lawsuit & Dispute, Immigration, Estate

Status: In Good Standing

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591 Sw Mill View Way, Bend, OR 97702

Kelly S Hansen

Commercial Real Estate, Real Estate, Agriculture, Estate

Status: In Good Standing Licensed: 21 Years

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698 N.W. York Drive, Bend, OR 97703

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LEGAL TERMS

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

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.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

FAMILY POT TRUST

See pot trust.

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.

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.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

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Camp Sherman Estate Lawyer, Oregon, page 2

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Jonathan Guy Basham

Kitri C. Ford

Joel Jamon Kent

Joshua M. Hood

Alison Ann Huycke

Paul B Heatherman

John D Sorlie

Melissa P Lande

Mark G Reinecke

Kelly S Hansen

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LEGAL TERMS

LIFE BENEFICIARY

QDOT TRUST

FINAL BENEFICIARY

PER CAPITA

FAMILY POT TRUST

FAMILY ALLOWANCE

EXEMPTION TRUST

FAILURE OF ISSUE

DOWER AND CURTESY

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