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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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Michael J. Hodnett

Commercial Real Estate, Trusts, Contract, Business

Status: In Good Standing

CONTACT

6741 State Highway 49, El Dorado, CA 95623

Daryl J. Lander

Estate, Divorce & Family Law, Criminal, Bankruptcy & Debt

Status: In Good Standing

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4120 Cameron Park Drive, Cameron Park, CA 95682

Jana Stuart Ellerman

Trusts, Estate, Elder Law, Wills

Status: In Good Standing Licensed: 38 Years

CONTACT

3108 Ponte Morino Dr, Shingle Springs, CA 95682

Terri Anne Smith

Dispute Resolution, Trusts, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 25 Years

CONTACT

3332 Heights Dr, Shingle Springs, CA 95682

Brian Eugene Maloney

Tax, Trusts, Estate, Pension & Benefits

Status: In Good Standing

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2473 Sleepy Hollow Dr, Shingle Springs, CA 95682

Clara Yang

Other, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 21 Years

CONTACT

2810 Coloma St, Placerville, CA 95667

Valerie A Baker

Trusts, Education, Commercial Real Estate, Wills

Status: In Good Standing Licensed: 30 Years

CONTACT

1010 Camerado Dr, Shingle Springs, CA 95682

Andrea R. Garcia

Commercial Real Estate, Estate Planning, Employment, Contract

Status: In Good Standing

CONTACT

3080 Cedar Ravine Road, Placerville, CA 95667

Vorris J. Blankenship

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 53 Years

CONTACT

3120 Texas Hill Rd, Placerville, CA 95667

Catherine Ann Lawson

Wills, Trusts, Estate

Status: In Good Standing Licensed: 40 Years

CONTACT

309 Placerville Dr, Placerville, CA 95667

800-923-0641

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LEGAL TERMS

NET ESTATE

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

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary 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.

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.

SURROGATE COURT

See probate court.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

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.

SAMPLE LEGAL CASES

In re Estate of Young

Stephen Parker, as administrator of the estate of Irma E. Young, deceased (the Estate), filed this petition under Probate Code section 850, subdivision (a), [1] to request an order and judgment establishing the Estate's ownership of certain real property and personal property held by ...

Estate of Kievernagel

In this case we must decide whether a widow has the right to use her late husband's frozen sperm to attempt to conceive a child where her late husband signed an agreement with the company storing the frozen sperm providing that the frozen sperm was to be discarded upon his ...

Estate of Bennett

Claimants Smith Heavy Industrial Transit Corporation and Advanced Development Holdings, Inc. (collectively Smith), appeal from a probate court order granting the motion of petitioners Lu Ella Bennett, Jack H. Bennett, Jr., and Louise Comer to set aside and rescind a ...

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El Dorado Estate Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Michael J. Hodnett

Daryl J. Lander

Jana Stuart Ellerman

Terri Anne Smith

Brian Eugene Maloney

Clara Yang

Valerie A Baker

Andrea R. Garcia

Vorris J. Blankenship

Catherine Ann Lawson

TIPS

LEGAL TERMS

NET ESTATE

DEATH TAXES

LAPSE

TRUSTEE

PROBATE

SURROGATE COURT

AUGMENTED ESTATE

DISTRIBUTEE

RESIDUARY ESTATE

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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