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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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Jerome Paul Marek

Trusts, Environmental Law

Status: In Good Standing Licensed: 44 Years

CONTACT

13945 West Walnut Grove Rd, Walnut Grove, CA 95690

Michael Ray Pearce

Trusts, Estate, Divorce & Family Law, Civil & Human Rights

Status: In Good Standing Licensed: 35 Years

CONTACT

3233 Dwight Rd, Elk Grove, CA 95758

Stephen Thomas Hodge

Wills, Trusts, Estate, Business

Status: In Good Standing

CONTACT

9381 E Stockton Blvd, Elk Grove, CA 95624

Quinton Joseph Miller

Wills, Trusts, Elder Law

Status: In Good Standing

CONTACT

9401 E Stockton Blvd, Elk Grove, CA 95624

Daniel Edward Allen

Other, Trusts, Estate, Employee Rights

Status: In Good Standing Licensed: 23 Years

CONTACT

8788 Elk Grove Blvd, Elk Grove, CA 95624

Ralph J. Moore

Trusts, Employee Rights, Elder Law

Status: In Good Standing Licensed: 64 Years

CONTACT

Isleton, CA 95641

Alyssa Trang Nguyen

Tax, Trusts, Gift Taxation

Status: In Good Standing Licensed: 17 Years

CONTACT

Elk Grove, CA 95758

Erik Robert Hartstrom

Wills & Probate, Trusts, Estate Planning, Estate, Unfair Labor Practices

Status: In Good Standing Licensed: 21 Years

CONTACT

9401 E Stockton Blvd, Elk Grove, CA 95624

Dezanie A. Martin

Trusts, Estate

Status: In Good Standing Licensed: 18 Years

CONTACT

9245 Laguna Springs Drive, Elk Grove, CA 95758

Robert Bruce Anson

Wills & Probate, Trusts, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 42 Years

CONTACT

Elk Grove, CA 95759

800-923-0641

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LEGAL TERMS

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.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another 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.

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.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

SURROGATE COURT

See probate court.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

FAILURE OF ISSUE

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

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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Courtland Trusts Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Jerome Paul Marek

Michael Ray Pearce

Stephen Thomas Hodge

Quinton Joseph Miller

Daniel Edward Allen

Ralph J. Moore

Alyssa Trang Nguyen

Erik Robert Hartstrom

Dezanie A. Martin

Robert Bruce Anson

TIPS

LEGAL TERMS

FINAL BENEFICIARY

CERTIFIED COPY

ANCILLARY PROBATE

EXEMPTION TRUST

POWER OF APPOINTMENT

HEIR APPARENT

SURROGATE COURT

PROBATE

FAILURE OF ISSUE

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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