El Cerrito Estate Planning Lawyer, California, page 2

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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

Cherie Lee Evans

Tax, International, Gift Taxation, Business

Status: In Good Standing Licensed: 29 Years

CONTACT

1726 Solano Ave, Albany, CA 94707

Deanna Down Lyon

Trusts, Estate Planning, Estate

Status: Inactive Licensed: 52 Years

CONTACT

3060 El Cerrito Plaza, El Cerrito, CA 94530

Denis Richard Huston

Education, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 31 Years

CONTACT

8 Tumbling Brook Rd, Orinda, CA 94563

Denis Joseph Clifford

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 56 Years

CONTACT

2703 7Th St, Albany, CA 94710

Donald Hastings Read

International Tax, Immigration, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

982 Santa Barbara Rd, Albany, CA 94707

Eve T. Contente

Estate Planning, Trusts

Status: In Good Standing Licensed: 40 Years

CONTACT

547 Vistamont Ave, Berkeley, CA 94708

Frank Arthur Lowe

Corporate Tax, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 52 Years

CONTACT

1604 Solano Ave, Albany, CA 94707

Genevieve Lise Casey

Wills & Probate, Estate Planning, Employee Rights, Employment

Status: In Good Standing Licensed: 15 Years

CONTACT

2030 Addison St, Berkeley, CA 94704

Geoffrey Whitford Haynes

Tax, International Tax, International, Gift Taxation

Status: In Good Standing

CONTACT

716 Arlington Ave, Albany, CA 94707

Gregory C. Magnuson

Intellectual Property, Gift Taxation

Status: In Good Standing Licensed: 10 Years

CONTACT

2010 5Th St, Albany, CA 94710

800-923-0641

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LEGAL TERMS

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

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.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

MARITAL LIFE ESTATE TRUST

See AB trust.

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.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

CERTIFICATION OF TRUST

See abstract of trust.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

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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El Cerrito Estate Planning Lawyer, California, page 2

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Cherie Lee Evans

Deanna Down Lyon

Denis Richard Huston

Denis Joseph Clifford

Donald Hastings Read

Eve T. Contente

Frank Arthur Lowe

Genevieve Lise Casey

Geoffrey Whitford Haynes

Gregory C. Magnuson

TIPS

LEGAL TERMS

PROBATE COURT

BYPASS TRUST

QTIP TRUST

MARITAL LIFE ESTATE TRUST

EXEMPTION TRUST

ENTITY

DEVISEE

CERTIFICATION OF TRUST

TAKING AGAINST THE WILL

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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