Dana Point Trusts 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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Leslie Rubright Daff

Wills, Trusts

Status: In Good Standing

CONTACT

352 3Rd St, Laguna Niguel, CA 92651

David Maxwell Holmes

International, Trusts, Antitrust, Business

Status: In Good Standing Licensed: 49 Years

CONTACT

22861 Via Orvieto, Dana Point, CA 92629

Richard Brian Carter

Construction, Litigation, Trusts, Contract

Status: Inactive Licensed: 32 Years

CONTACT

32356 Coast Hwy, Laguna Niguel, CA 92651

Nicole Cohrs

Commercial Real Estate, Trusts, Corporate, Business

Status: In Good Standing Licensed: 16 Years

CONTACT

580 Broadway St, Laguna Niguel, CA 92651

Benjamin Behar

Wills, Trusts, Estate, Business

Status: In Good Standing Licensed: 9 Years

CONTACT

27281 Las Ramblas Ave, San Juan Capistrano, CA 92691

Teresa Joanning Farrell

Real Estate, Trusts

Status: In Good Standing Licensed: 38 Years

CONTACT

32072 Camino Capistrano, San Juan Capistrano, CA 92675

Linda Harper Wisener

Litigation, Wills, Trusts, Elder Law

Status: In Good Standing Licensed: 37 Years

CONTACT

27345 Ortega Hwy, San Juan Capistrano, CA 92675

Linda Joice Marquis

Trusts, Estate

Status: In Good Standing Licensed: 19 Years

CONTACT

30025 Alicia Pkwy, Laguna Niguel, CA 92677

Gerald Edward Wilson

Tax, Trusts

Status: In Good Standing Licensed: 35 Years

CONTACT

30850 Rancho Viejo Rd, San Juan Capistrano, CA 92675

David Morris Gerson

Trusts

Status: In Good Standing Licensed: 38 Years

CONTACT

69 Primrose, Laguna Hills, CA 92656

800-923-0641

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LEGAL TERMS

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

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.

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.

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.

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.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

NET ESTATE

The value of all property owned at death less liabilities or debts.

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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Dana Point Trusts Lawyer, California, page 3

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Leslie Rubright Daff

David Maxwell Holmes

Richard Brian Carter

Nicole Cohrs

Benjamin Behar

Teresa Joanning Farrell

Linda Harper Wisener

Linda Joice Marquis

Gerald Edward Wilson

David Morris Gerson

TIPS

LEGAL TERMS

SUMMARY PROBATE

AB TRUST

SPRINKLING TRUST

ANCILLARY PROBATE

BYPASS TRUST

POUR-OVER WILL

INCOMPETENCE

ENDOWMENT INSURANCE

NET ESTATE

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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