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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
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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
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  Estate
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Katherine Mae Shaw

Estate Planning, Business, Trusts, Estate, Wills

Status: In Good Standing Licensed: 12 Years

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660 Newport Center Dr, Newport Coast, CA 92660

Ahmed Shaikh

Wills, Trusts, Estate Planning, Business

Status: In Good Standing

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600 Anton Blvd, Costa Mesa, CA 92626

Robert Franklin Bolinger

Trusts, Estate, Dispute Resolution

Status: In Good Standing Licensed: 46 Years

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3169 Via Vista, Laguna Woods, CA 92637

Kelly Hope Zinser

Estate Planning, Bankruptcy, Business, Trusts, Wills

Status: In Good Standing

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23 Corporate Plaza Dr, Newport Coast, CA 92660

John K Styskal

Construction, Trusts, Elder Law, Business

Status: In Good Standing Licensed: 14 Years

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2600 Walnut Ave, Tustin, CA 92780

Brian Scott Mandel

Wills, Trusts

Status: In Good Standing Licensed: 28 Years

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24031 El Toro Rd, Laguna Hills, CA 92653

Samantha Sterling Smith

Estate Planning, Contract, Commercial Real Estate, Trusts, Estate

Status: In Good Standing Licensed: 10 Years

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15147 Woodlawn Ave, Tustin, CA 92780

Charles W Lin

Wills, Trusts, Gift Taxation

Status: In Good Standing Licensed: 16 Years

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100 Spectrum Center Drive, Irvine, CA 92618

Khanh Phuong Nguyen

Litigation, Trusts, Family Law, Criminal

Status: In Good Standing Licensed: 12 Years

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246 Turtle Crest Dr, Irvine, CA 92603

Colleen Barney

Wills, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 31 Years

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312 Signal Rd, Newport Coast, CA 92663

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LEGAL TERMS

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

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.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

LIFE BENEFICIARY

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

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.

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).

SAMPLE LEGAL CASES

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...

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Irvine Trusts Lawyer, California, page 8

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Katherine Mae Shaw

Ahmed Shaikh

Robert Franklin Bolinger

Kelly Hope Zinser

John K Styskal

Brian Scott Mandel

Samantha Sterling Smith

Charles W Lin

Khanh Phuong Nguyen

Colleen Barney

TIPS

LEGAL TERMS

HEIR APPARENT

IN TERROREM

WILL

DEATH TAXES

PERSONAL PROPERTY

INCOMPETENCE

LIFE BENEFICIARY

GENERATION-SKIPPING TRANSFER TAX

PER CAPITA

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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