Carlsbad Estate Planning Lawyer, California, page 2

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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

Howard Bennett Hellen

Wills, Estate Planning, Estate, Insurance

Status: In Good Standing Licensed: 36 Years

CONTACT

380 S Melrose Dr, Vista, CA 92083

Howard Bennett Hellen

Wills, Estate Planning, Estate, Insurance

Status: In Good Standing Licensed: 36 Years

CONTACT

380 S Melrose Dr, Vista, CA 92083

Amy Marks Rypins

Trusts, Gift Taxation, Family Law, Business

Status: In Good Standing Licensed: 30 Years

CONTACT

169 Saxony Rd, Encinitas, CA 92024

Nan Dempsey Gelardo

Estate, Estate Planning, Trusts

Status: In Good Standing Licensed: 28 Years

CONTACT

140 Encinitas Blvd, Encinitas, CA 92024

Karina P. Cochran

International, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

1901 Camino Vida Roble, Carlsbad, CA 92008

Alan Louis Geraci

Commercial Real Estate, Litigation, Estate Planning, Defamation & Slander

Status: In Good Standing Licensed: 42 Years

CONTACT

817 W San Marcos Blvd, San Marcos, CA 92078

Susan Stricklin Wilson

Trusts, Estate Planning, Family Law

Status: In Good Standing

CONTACT

416 2nd St, Encinitas, CA 92024

Merwyn Jay Miller

Wills, Trusts, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 50 Years

CONTACT

191 Calle Magdalena, Encinitas, CA 92024

Guy William Mcroskey

Real Estate, International, Gift Taxation, Business

Status: In Good Standing Licensed: 24 Years

CONTACT

1808 Aston Ave, Carlsbad, CA 92008

Kevin Patrick Gordon

Real Estate, Trusts, Gift Taxation

Status: In Good Standing Licensed: 26 Years

CONTACT

6005 Hidden Valley Rd, Carlsbad, CA 92011

800-923-0641

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LEGAL TERMS

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

CURATOR

See conservator.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

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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Carlsbad Estate Planning Lawyer, California, page 2

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Howard Bennett Hellen

Howard Bennett Hellen

Amy Marks Rypins

Nan Dempsey Gelardo

Karina P. Cochran

Alan Louis Geraci

Susan Stricklin Wilson

Merwyn Jay Miller

Guy William Mcroskey

Kevin Patrick Gordon

TIPS

LEGAL TERMS

OFFICER

KINDRED

NONPROBATE

SPRINKLING TRUST

IRREVOCABLE TRUST

CURATOR

RULE AGAINST PERPETUITIES

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

POWER OF APPOINTMENT

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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