Happy Valley Wills & Probate Lawyer, Oregon

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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: Estate Administration, Living Wills, Wills

Bob Casey

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Estate, Wills & Probate, Corporate, Guardianships & Conservatorships, Business Organization

Bob Casey is a practicing attorney in the state of Oregon. He graduated from Seattle University School of Law in 1991 with his J.D.

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800-951-9470

806 SW Broadway, Portland, OR 97205

Toby Borst

Business Organization, Franchising, Banking & Finance, Wills & Probate

Status: In Good Standing

CONTACT

510 S. W. Fifth Avenue, Portland, OR 97204

Steven Christopher Maddoux

Wills, Business & Trade

Status: In Good Standing Licensed: 18 Years

CONTACT

12901 Se 97Th Ave, Clackamas, OR 97015

Jonathan David Mishkin

Wills, Gift Taxation, Estate, Business & Trade

Status: In Good Standing Licensed: 18 Years

CONTACT

4380 S Macadam Ave, Happy Valley, OR 97239

Douglas A. Harrison

Wills, Estate Planning, Guardianships & Conservatorships, Elder Law

Status: In Good Standing Licensed: 41 Years

CONTACT

6500 SW Macadam Ave, Happy Valley, OR 97239

Kristin Ann Gaston

Wills, Estate Planning, Estate

Status: In Good Standing Licensed: 20 Years

CONTACT

3635 S Hood Ave, Happy Valley, OR 97239

Raymond W Greycloud

Bankruptcy, Wills & Probate, Business

Status: In Good Standing

CONTACT

5933 Ne Win Sivers Dr, Portland, OR 97220

Dean C. Werst

Wills, Wills & Probate, Family Law, Corporate

Status: In Good Standing Licensed: 54 Years

CONTACT

1785 Willamette Falls Dr, West Linn, OR 97068

Charles T Landman

Bankruptcy & Debt, Real Estate, Wills & Probate, Business & Trade

Status: Inactive Licensed: 38 Years

CONTACT

6321 Se 58Th Ave, Portland, OR 97206

Denise Nicole Gorrell

Wills & Probate, Business

Status: In Good Standing

CONTACT

520 Sw Yamhill St, Portland, OR 97204

800-923-0641

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LEGAL TERMS

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.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

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.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

CERTIFICATION OF TRUST

See abstract of 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.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

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

Brown v. Hackney

... Plaintiff appeals a judgment of final distribution arising out of a probate proceeding in which the court approved personal representative fees payable to defendant by the estate of Christopher Brown (the decedent) based on the proceeds of a wrongful death claim settlement. ...

Assisted Living Concepts, Inc. v. Fellows

... Appellant, Assisted Living Concepts, Inc. (ALC), which is not a party in the underlying probate proceeding, appeals from an order of the probate court denying its motion to quash a subpoena duces tecum and granting the personal representative's motion to compel discovery. ...

Hammond v. Hammond

... three sons. [1]. In March 2009, petitioner filed an action seeking to probate Acy's will and to be appointed her personal representative. Later that year, he sought a declaration regarding ownership of the real property. The trial ...

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Happy Valley Wills & Probate Lawyer, Oregon

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Bob Casey

Toby Borst

Steven Christopher Maddoux

Jonathan David Mishkin

Douglas A. Harrison

Kristin Ann Gaston

Raymond W Greycloud

Dean C. Werst

Charles T Landman

Denise Nicole Gorrell

TIPS

LEGAL TERMS

FAMILY ALLOWANCE

CHARITABLE TRUST

LAPSE

PER CAPITA

CERTIFICATION OF TRUST

QTIP TRUST

QDOT TRUST

INHERIT

RESIDUARY ESTATE

SAMPLE LEGAL CASES

Brown v. Hackney

Assisted Living Concepts, Inc. v. Fellows

Hammond v. Hammond

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