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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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Judith M. Sack

Estate Planning, Dispute Resolution, Elder Law, Commercial Real Estate, Business

Status: In Good Standing Licensed: 44 Years

CONTACT

5805 White Oak Ave, Encino, CA 91416

Judith M Sack

Estate Planning, Dispute Resolution, Elder Law, Commercial Real Estate, Business

Status: In Good Standing Licensed: 44 Years

CONTACT

5805 White Oak Ave, Encino, CA 91416

Heather Patrice Glick

Commercial Real Estate, Trusts, Gift Taxation, Corporate

Status: In Good Standing Licensed: 15 Years

CONTACT

15303 Ventura Blvd, Encino, CA 91403

Marlene Sue Seltzer

Special Education, Wills & Probate, Estate, Guardianships & Conservatorships

Status: In Good Standing Licensed: 28 Years

CONTACT

5567 Reseda Blvd, Tarzana, CA 91356

Lloyd Stewart Mann

Litigation, Trusts, Corporate, Credit & Debt

Status: In Good Standing

CONTACT

15233 Ventura Blvd, Encino, CA 91403

Rebecca Goldfarb

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing Licensed: 19 Years

CONTACT

19510 Ventura Blvd, Tarzana, CA 91356

Alan Varner

Wills & Probate, Employment, Business, Legal Malpractice

Status: In Good Standing

CONTACT

15910 Ventura Blvd, Encino, CA 91436

Pardis Patrick Ashouri

Lawsuit & Dispute, Estate, Divorce & Family Law, Bankruptcy & Debt

Status: In Good Standing Licensed: 32 Years

CONTACT

19501 Ventura Boulevard, Tarzana, CA 91356

Sandra Maria Nutt

Trusts, Family Law, Credit & Debt, Bankruptcy

Status: In Good Standing Licensed: 15 Years

CONTACT

5910 Van Nuys Blvd, Encino, CA 91401

Geoffrey Mason Ely

Trusts, Family Law, Bankruptcy, Personal Injury

Status: In Good Standing Licensed: 17 Years

CONTACT

14416 Hamlin St, Encino, CA 91401

800-923-0641

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LEGAL TERMS

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

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.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

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.

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.

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.

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

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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Encino Estate Lawyer, California, page 5

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Judith M. Sack

Judith M Sack

Heather Patrice Glick

Marlene Sue Seltzer

Lloyd Stewart Mann

Rebecca Goldfarb

Alan Varner

Pardis Patrick Ashouri

Sandra Maria Nutt

Geoffrey Mason Ely

TIPS

LEGAL TERMS

CONSERVATOR

LIFE BENEFICIARY

DISCHARGE (OF PROBATE ADMINISTRATOR)

ENTITY

GENERATION-SKIPPING TRANSFER TAX

TAKING AGAINST THE WILL

AUGMENTED ESTATE

FAMILY ALLOWANCE

GRANT DEED

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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