Del Mar Estate Planning Lawyer, California

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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

Shannon Howell

Estate Planning, Wills & Probate, Trusts, Elder Law

Status: In Good Standing

FREE CONSULTATION

CONTACT

12526 High Bluff Drive, San Diego, CA 92130

Charles S. LiMandri

Real Estate, Litigation, Estate Planning, Family Law

Status: In Good Standing Licensed: 41 Years

CONTACT

Rancho Santa Fe, CA 92067

Judy Kolodny Pressman

Estate Planning

Status: Inactive Licensed: 49 Years

CONTACT

4770 Sun Valley Rd, Del Mar, CA 92014

Steven John Chidester

Tax, International Tax, Trusts, Estate Planning

Status: In Good Standing

CONTACT

12830 El Camino Real, San Diego, CA 92130

Nancy Gundermann Henderson

Tax, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing

CONTACT

12760 High Bluff Dr, San Diego, CA 92130

Kristen Elizabeth Caverly

Litigation, Intellectual Property, Trusts, Estate Planning

Status: In Good Standing

CONTACT

12760 High Bluff Dr, San Diego, CA 92130

Susan Brindis Phillips

Tax, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 48 Years

CONTACT

12750 High Bluff Dr, San Diego, CA 92130

Phillip Lee Jelsma

Real Estate, Industry Specialties, Gift Taxation, Business

Status: In Good Standing Licensed: 38 Years

CONTACT

12750 High Bluff Dr, San Diego, CA 92130

Merilyn Messner Steele

Commercial Real Estate, Trusts, Gift Taxation, Business

Status: In Good Standing Licensed: 28 Years

CONTACT

12636 High Bluff Dr, San Diego, CA 92130

Michael James Changaris

Tax, International, Gift Taxation, Business

Status: In Good Standing

CONTACT

12544 High Bluff Dr, San Diego, CA 92130

800-923-0641

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LEGAL TERMS

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

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.

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

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.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

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.

FAILURE OF ISSUE

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

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

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.

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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Del Mar Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Shannon Howell

Charles S. LiMandri

Judy Kolodny Pressman

Steven John Chidester

Nancy Gundermann Henderson

Kristen Elizabeth Caverly

Susan Brindis Phillips

Phillip Lee Jelsma

Merilyn Messner Steele

Michael James Changaris

TIPS

LEGAL TERMS

INHERIT

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

MINERAL RIGHTS

GROSS ESTATE

SPECIFIC BEQUEST

ENDOWMENT INSURANCE

FAILURE OF ISSUE

BEQUEATH

ACCUMULATION TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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