Clovis Estate Planning Lawyer, California, page 3

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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

Ronald Arch Henderson

Tax, Gift Taxation, Corporate, Business

Status: In Good Standing

CONTACT

8080 N Palm Ave 3Fl, Fresno, CA 93729

Sydney Alice Smith

Estate Planning

Status: In Good Standing

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5200 North Palm Avenue, Fresno, CA 93704

Matthew R. Nutting

Lawsuit, Estate Planning, Consumer Protection, Transactions

Status: In Good Standing

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499 W Shaw Ave, Fresno, CA 93704

Eliot S Nahigian

Real Estate, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing

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499 W Shaw Ave, Fresno, CA 93704

William Herbert Coleman

Real Estate, Trusts, Estate Planning, Business

Status: In Good Standing

CONTACT

499 W Shaw Ave, Fresno, CA 93704

Robert Harold Oliver

Estate Planning, Estate, Medical Malpractice, Trusts

Status: In Good Standing Licensed: 51 Years

CONTACT

5260 N Palm Ave, Fresno, CA 93704

James Mcguire Bell

Tax, Gift Taxation, Estate, Bankruptcy & Debt

Status: In Good Standing

CONTACT

5200 N Palm Ave, Fresno, CA 93704

Harold H Bolen

Real Estate, International, Gift Taxation, Business

Status: In Good Standing Licensed: 48 Years

CONTACT

5088 N Fruit Ave, Fresno, CA 93711

Robert Anthony Mallek

Tax, Trusts, Gift Taxation, Business

Status: In Good Standing Licensed: 46 Years

CONTACT

5088 N Fruit Ave, Fresno, CA 93711

Matthew Charles Wagner

Tax, International, Gift Taxation, Trusts

Status: In Good Standing Licensed: 35 Years

CONTACT

7110 N Fresno St, Fresno, CA 93720

800-923-0641

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LEGAL TERMS

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

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.

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.

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.

DEED OF TRUST

See trust deed.

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

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.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

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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Clovis Estate Planning Lawyer, California, page 3

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Ronald Arch Henderson

Sydney Alice Smith

Matthew R. Nutting

Eliot S Nahigian

William Herbert Coleman

Robert Harold Oliver

James Mcguire Bell

Harold H Bolen

Robert Anthony Mallek

Matthew Charles Wagner

TIPS

LEGAL TERMS

LAPSE

EXEMPTION TRUST

RULE AGAINST PERPETUITIES

POUR-OVER WILL

DEED OF TRUST

ESTATE PLANNING

HOLOGRAPHIC WILL

OFFICER

BYPASS TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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