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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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Charles D. Stark

Estate Planning, Elder Law, Family Law, Trusts, Estate

Status: In Good Standing

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1550 Airport Blvd, Santa Rosa, CA 95403

Charles Douglas Stark

Estate Planning, Elder Law, Family Law, Trusts, Estate

Status: In Good Standing

CONTACT

1550 Airport Blvd, Santa Rosa, CA 95403

Richard Glen Cole

Estate, Employee Rights, Wills & Probate, Criminal

Status: In Good Standing Licensed: 44 Years

CONTACT

6700 Berryhill Ct, Forestville, CA 95436

Samuel Joseph Zanutto

Real Estate, Trusts, Employee Rights, Business

Status: In Good Standing Licensed: 23 Years

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400 Aviation Blvd, Santa Rosa, CA 95403

Steven Murray Goldberg

Estate Planning, International Tax, Products Liability, Aviation, Family Law

Status: In Good Standing Licensed: 40 Years

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400 Aviation Blvd, Santa Rosa, CA 95403

Stephanie Barber Hess

Litigation, Trusts, Business, Credit & Debt

Status: In Good Standing Licensed: 25 Years

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400 Aviation Blvd, Santa Rosa, CA 95403

Yvon O. Heckscher

Dispute Resolution, International Trade, Wills, Contract

Status: Inactive Licensed: 66 Years

CONTACT

10940 Peaks Pike Rd, Sebastopol, CA 95472

Teresa Jean Norton

Wills, Wills & Probate, Trusts, Estate Planning

Status: In Good Standing Licensed: 28 Years

CONTACT

200 Fourth Street, Santa Rosa, CA 95401

Tate Allison Birnie

Immigration, Trusts, Estate, Child Custody

Status: In Good Standing Licensed: 24 Years

CONTACT

7182 Healdsburg Ave, Sebastopol, CA 95472

Karen Marie Hendrickson

Government, Trusts, Family Law, Business

Status: In Good Standing Licensed: 28 Years

CONTACT

121 N Main St, Sebastopol, CA 95472

800-923-0641

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LEGAL TERMS

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.

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.

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.

DEVISEE

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

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.

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.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

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.

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

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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Forestville Estate Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Charles D. Stark

Charles Douglas Stark

Richard Glen Cole

Samuel Joseph Zanutto

Steven Murray Goldberg

Stephanie Barber Hess

Yvon O. Heckscher

Teresa Jean Norton

Tate Allison Birnie

Karen Marie Hendrickson

TIPS

LEGAL TERMS

QTIP TRUST

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

ENDOWMENT INSURANCE

DEVISEE

AUGMENTED ESTATE

PROBATE COURT

POUR-OVER WILL

ACCUMULATION TRUST

ADMINISTRATRIX

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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