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

Peter Joseph Mozena

Commercial Real Estate, Estate Planning, Estate, Personal Injury

Status: In Good Standing Licensed: 47 Years

CONTACT

15835 Boones Ferry Rd, 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

Terry Joseph Tassin

International, Estate, International Tax, Estate Planning

Status: In Good Standing Licensed: 26 Years

CONTACT

5 Centerpointe Dr, Lake Oswego, OR 97035

Neil N. Olsen

Litigation, Estate Planning, Transactions

Status: In Good Standing Licensed: 19 Years

CONTACT

5 Centerpointe Dr, Lake Oswego, OR 97035

Priscilla Marie Taylor

International Tax, Trusts, Estate Planning, Divorce & Family Law

Status: In Good Standing Licensed: 38 Years

CONTACT

15171 Bangy Rd, Lake Oswego, OR 97035

Roy Brian Thompson

Corporate Tax, Tax, Gift Taxation, Divorce

Status: In Good Standing Licensed: 45 Years

CONTACT

5 Centerpointe Dr, Lake Oswego, OR 97035

Julia Courtney Rice

Mediation, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 17 Years

CONTACT

Lake Oswego, OR 97034

Garry J Schnell

Public Finance, Gift Taxation, Merger & Acquisition, Corporate

Status: In Good Standing Licensed: 30 Years

CONTACT

4800 Meadows Rd, Lake Oswego, OR 97035

Garry Joseph Schnell

Public Finance, Gift Taxation, Merger & Acquisition, Corporate

Status: In Good Standing Licensed: 30 Years

CONTACT

4800 Meadows Rd, Lake Oswego, OR 97035

800-923-0641

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LEGAL TERMS

LIFE BENEFICIARY

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

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

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.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

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.

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.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

TESTAMENTARY TRUST

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

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

Peter Joseph Mozena

James P Estes

Gary D Hill

Terry Joseph Tassin

Neil N. Olsen

Priscilla Marie Taylor

Roy Brian Thompson

Julia Courtney Rice

Garry J Schnell

Garry Joseph Schnell

TIPS

LEGAL TERMS

LIFE BENEFICIARY

POWER OF APPOINTMENT

RULE AGAINST PERPETUITIES

ENTITY

GENERATION-SKIPPING TRANSFER TAX

WILL

GRANTOR

TAKING AGAINST THE WILL

TESTAMENTARY TRUST

SAMPLE LEGAL CASES

Connall v. Felton

LANDAUER v. LANDAUER

Landauer v. Landauer

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