Encinitas 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

Merwyn Jay Miller

Wills, Trusts, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 50 Years

CONTACT

191 Calle Magdalena, Encinitas, CA 92024

Jeffrey Michael Brown

Estate Planning, Commercial Real Estate, Business, Trusts, Wills

Status: Inactive Licensed: 36 Years

CONTACT

740 Munevar Rd, Cardiff By The Sea, CA 92007

Amy Marks Rypins

Trusts, Gift Taxation, Family Law, Business

Status: In Good Standing Licensed: 30 Years

CONTACT

169 Saxony Rd, Encinitas, CA 92024

Nan Dempsey Gelardo

Estate, Estate Planning, Trusts

Status: In Good Standing Licensed: 28 Years

CONTACT

140 Encinitas Blvd, Encinitas, CA 92024

Sean Charles Degarmo

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 11 Years

CONTACT

1036 Cornish Dr, Encinitas, CA 92024

Charles Joseph Jamison

Other, Gift Taxation, Consumer Protection, Bankruptcy

Status: In Good Standing Licensed: 47 Years

CONTACT

1345 Blvd, Encinitas, CA 92024

William Joseph Brown

Trusts, Estate Planning, Environmental Law, Business

Status: In Good Standing Licensed: 45 Years

CONTACT

Encinitas, CA 92023

Susan Stricklin Wilson

Trusts, Estate Planning, Family Law

Status: In Good Standing

CONTACT

416 2nd St, Encinitas, CA 92024

Kristin Marie Fowle Smith

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: Inactive Licensed: 18 Years

CONTACT

1835 Lahoud Dr, Cardiff By The Sea, CA 92007

Kirby Charles Hock

Commercial Real Estate, Real Estate, Trusts, Estate Planning

Status: In Good Standing Licensed: 26 Years

CONTACT

2017 Bulrush Ln, San Anselmo, CA 94979

800-923-0641

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LEGAL TERMS

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

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.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

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.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

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.'

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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Encinitas Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Merwyn Jay Miller

Jeffrey Michael Brown

Amy Marks Rypins

Nan Dempsey Gelardo

Sean Charles Degarmo

Charles Joseph Jamison

William Joseph Brown

Susan Stricklin Wilson

Kristin Marie Fowle Smith

Kirby Charles Hock

TIPS

LEGAL TERMS

PROPERTY CONTROL TRUST

PRETERMITTED HEIR

TRUST DEED

TRUSTEE

GRANTOR RETAINED INCOME TRUST

ESTATE PLANNING

RESIDUARY ESTATE

FAMILY ALLOWANCE

BEQUEATH

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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