Lake Oswego Estate Planning 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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2. Email
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Includes: Gift Taxation

Kevin Luby

Wills & Probate, Business, Estate Planning, Estate

Status: In Good Standing

CONTACT

16869 SW 65th Ave, Lake Oswego, OR 97035

Beau Ellis

Construction, Agriculture, Estate Planning, Administrative Law

Status: In Good Standing

CONTACT

17355 Sw Boones Ferry Road, Lake Oswego, OR 97035

James P Estes

Health Care, Estate Planning, Transactions, Business

Status: In Good Standing Licensed: 23 Years

CONTACT

15835 Boones Ferry Road, Lake Oswego, OR 97035

Gary D Hill

Estate Planning, Elder Law

Status: In Good Standing Licensed: 43 Years

CONTACT

4248 Galewood St, Lake Oswego, OR 97035

Robert Le Chevallier

Commercial Real Estate, Estate Planning, Corporate, Commercial Bankruptcy

Status: In Good Standing Licensed: 15 Years

CONTACT

5300 Meadows Rd, Lake Oswego, OR 97035

Richard Noble

Power of Attorney, Estate Planning, Estate, Elder Law

Status: In Good Standing

CONTACT

2875 Marylhurst Dr, West Linn, OR 97068

John Mackenzie Hogan

Commercial Real Estate, Estate Planning, Corporate, Commercial Bankruptcy

Status: In Good Standing Licensed: 11 Years

CONTACT

10300 Sw Greenburg Rd, Happy Valley, OR 97223

Curtis Jeffrey Abbott

Commercial Real Estate, International Tax, Estate Planning, Corporate

Status: In Good Standing

CONTACT

1754 Willamette Falls Dr, West Linn, OR 97068

Douglas A. Harrison

Wills, Estate Planning, Guardianships & Conservatorships, Elder Law

Status: In Good Standing Licensed: 42 Years

CONTACT

6500 Sw Macadam Ave, Happy Valley, OR 97239

Amy L Davidson

Estate Planning, Estate, Guardianships & Conservatorships, Elder Law

Status: In Good Standing Licensed: 21 Years

CONTACT

6500 Sw Macadam Ave, Portland, OR 97239

800-923-0641

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LEGAL TERMS

TITLE COMPANY

A company that issues title insurance.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

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).

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.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

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.

SAMPLE LEGAL CASES

Connall v. Felton

... a friend. The deed stated that "[t]he true and actual consideration paid for this transfer is $-0-; estate planning." The decedent had the deed notarized at a title insurance company and then recorded the deed. Plaintiff learned ...

LANDAUER v. LANDAUER

... that defendants had acted in concert to exercise undue influence over Henry and Gertrude in a manner that induced them to sell the farm for less than its fair market value under terms that they did not comprehend and that were inconsistent with their estate planning objectives. ...

Lake Oswego Estate Planning Lawyer, Oregon

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Kevin Luby

Beau Ellis

James P Estes

Gary D Hill

Robert Le Chevallier

Richard Noble

John Mackenzie Hogan

Curtis Jeffrey Abbott

Douglas A. Harrison

Amy L Davidson

TIPS

LEGAL TERMS

TITLE COMPANY

GENERATION-SKIPPING TRUST

RULE AGAINST PERPETUITIES

CHARITABLE TRUST

PROPERTY CONTROL TRUST

SPRINKLING TRUST

TESTAMENTARY TRUST

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

ACCUMULATION TRUST

SAMPLE LEGAL CASES

Connall v. Felton

LANDAUER v. LANDAUER

Landauer v. Landauer

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