Coronado Trusts Lawyer, California, page 4

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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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Barbara Jean Orr

Litigation, International, Trusts, Estate

Status: In Good Standing

CONTACT

4365 Executive Dr, San Diego, CA 92121

Jerilyn Satterfiel Jones

Trusts, Estate, Divorce & Family Law

Status: In Good Standing

CONTACT

1550 Hotel Cir N, San Diego, CA 92108

Gary Dale Jander

Trusts, Estate, Contract, Business

Status: In Good Standing

CONTACT

1550 Hotel Cir N, San Diego, CA 92108

Gregory Joseph Borawski

Lawsuit & Dispute, Trusts, Estate, Civil & Human Rights

Status: In Good Standing

CONTACT

1550 Hotel Cir N, San Diego, CA 92108

Lisa Jean Frisellatrafeli

Litigation, Lawsuit & Dispute, Trusts, Estate

Status: In Good Standing Licensed: 23 Years

CONTACT

2139 1St Ave, San Diego, CA 92101

Helen Shih Cheng

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 24 Years

CONTACT

101 W Broadway, San Diego, CA 92101

Kent Charles Thompson

Real Estate, Trusts, Estate, Business

Status: In Good Standing

CONTACT

401 B St, San Diego, CA 92101

Martin Harold Steinley

Trusts, Estate Planning, Estate, Family Law

Status: In Good Standing

CONTACT

401 B St, San Diego, CA 92101

Matthew Deen

Wills & Probate, Trusts, Corporate, Contract

Status: In Good Standing

CONTACT

1620 5Th Ave, San Diego, CA 92101

Matthew William Deen

Commercial Real Estate, Intellectual Property, Trusts, Corporate

Status: In Good Standing Licensed: 19 Years

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1620 5Th Ave, San Diego, CA 92101

800-923-0641

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LEGAL TERMS

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

FAILURE OF ISSUE

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

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

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.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

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.

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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Coronado Trusts Lawyer, California, page 4

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Barbara Jean Orr

Jerilyn Satterfiel Jones

Gary Dale Jander

Gregory Joseph Borawski

Lisa Jean Frisellatrafeli

Helen Shih Cheng

Kent Charles Thompson

Martin Harold Steinley

Matthew Deen

Matthew William Deen

TIPS

LEGAL TERMS

RESIDUARY ESTATE

ACCUMULATION TRUST

REAL ESTATE AGENT

FAILURE OF ISSUE

RESIDUARY BENEFICIARY

TRUST MERGER

GROSS ESTATE

TRUSTEE

FAMILY ALLOWANCE

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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