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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Includes: Gift Taxation

Kevin Luby

Wills & Probate, Business, Estate Planning, Estate

Status:

CONTACT

16869 SW 65th Ave, Lake Oswego, OR 97035

Beau Ellis

Construction, Agriculture, Estate Planning, Administrative Law

Status:

CONTACT

17355 Sw Boones Ferry Road, Lake Oswego, OR 97035

James P Estes

Health Care, Estate Planning, Transactions, Business

Status: Licensed: 24 Years

CONTACT

15835 Boones Ferry Road, Lake Oswego, OR 97035

Gary D Hill

Estate Planning, Elder Law

Status: Licensed: 43 Years

CONTACT

4248 Galewood St, Lake Oswego, OR 97035

Robert Le Chevallier

Commercial Real Estate, Estate Planning, Corporate, Commercial Bankruptcy

Status: Licensed: 15 Years

CONTACT

5300 Meadows Rd, Lake Oswego, OR 97035

Richard Noble

Power of Attorney, Estate Planning, Estate, Elder Law

Status:

CONTACT

2875 Marylhurst Dr, West Linn, OR 97068

John Mackenzie Hogan

Commercial Real Estate, Estate Planning, Corporate, Commercial Bankruptcy, Civil Rights

Status: Licensed: 11 Years

CONTACT

10300 Sw Greenburg Rd, Happy Valley, OR 97223

Curtis Jeffrey Abbott

Commercial Real Estate, International Tax, Estate Planning, Corporate

Status:

CONTACT

1754 Willamette Falls Dr, West Linn, OR 97068

Amy L Davidson

Estate Planning, Estate, Guardianships & Conservatorships, Elder Law

Status: Licensed: 22 Years

CONTACT

6500 Sw Macadam Ave, Portland, OR 97239

Craig D. Vagt

Tax, Gift Taxation

Status: Licensed: 48 Years

CONTACT

4800 Meadows Rd, Lake Oswego, OR 97035

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LEGAL TERMS

KINDRED

Under some state's probate codes, all relatives of a deceased person.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

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.'

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living 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 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). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

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.

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

Amy L Davidson

Craig D. Vagt

TIPS

LEGAL TERMS

KINDRED

INTESTATE

AB TRUST

BENEFICIARY

TRUSTEE

INCOMPETENCE

HOLOGRAPHIC WILL

PER STIRPES

POUR-OVER WILL

SAMPLE LEGAL CASES

Connall v. Felton

LANDAUER v. LANDAUER

Landauer v. Landauer

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