Lodi Estate Planning Lawyer, California

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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

Scott L. Harper

Corporate, Estate Planning, Family Law, Litigation

Status: In Good Standing

CONTACT

3031 West March Lane, Stockton, CA 95219

Jerry D Hall

Corporate, Business & Trade, Business Organization, Estate Planning

Status: In Good Standing

CONTACT

3031 West March Lane, Stockton, CA 95219

Francis Xavier Mohan

Tax, International, Trusts, Gift Taxation

Status: In Good Standing Licensed: 31 Years

CONTACT

801 S Ham Ln, Lodi, CA 95242

Sabrina Miaei Schneweis-Coe

Estate Planning, Trusts, Mediation, Family Law

Status: In Good Standing

CONTACT

404 West Pine Street, Lodi, CA 95240

Andrew David Smith

Estate Planning, Commercial Real Estate, Trusts, Estate, Wills

Status: In Good Standing Licensed: 27 Years

CONTACT

115 W Walnut St, Lodi, CA 95240

Antone Lee Zupo

Tax, International Tax, International, Gift Taxation

Status: In Good Standing Licensed: 49 Years

CONTACT

1174 Orangewood Dr, Lodi, CA 95240

Christopher Herrick Engh

Lawsuit & Dispute, Trusts, Estate Planning, DUI-DWI

Status: In Good Standing

CONTACT

7540 Shoreline Dr, Stockton, CA 95219

Jeffrey Ernest Prag

International Tax, Trusts, Estate Planning, Estate, Business

Status: In Good Standing

CONTACT

5250 Claremont Ave, Stockton, CA 95207

Dennis Shore

Litigation, Estate Planning, Family Law, Corporate

Status: In Good Standing Licensed: 50 Years

CONTACT

1617 Saint Marks Plz, Stockton, CA 95207

Jason William Harrel

Estate Planning, International Tax, Criminal, Commercial Real Estate, Business

Status: In Good Standing Licensed: 28 Years

CONTACT

1810 Grand Canal Blvd, Stockton, CA 95207

800-923-0641

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LEGAL TERMS

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.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

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.

NET ESTATE

The value of all property owned at death less liabilities or debts.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

BENEFICIARY

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

SAMPLE LEGAL CASES

Murphy v. Murphy

... The probate court has discretion, circumscribed by the statutory scheme, to order a "substituted judgment" that authorizes a conservator on behalf of a conservatee to take necessary or desirable action to facilitate estate planning, when a reasonably prudent person in the ...

In re Estate of Young

... her lawyer at the time, Dennis Burns. Mr. Burns represented her for 15 years for estate planning purposes and a bankruptcy of one of Young's businesses, Green Thumb Nursery. In the 1991 estate plan, Charles was expressly ...

Chang v. Lederman

... 2. The Law Regarding Liability for Negligence in Estate Planning to Intended or Potential Beneficiaries. ... Nevertheless, the attorney prepared new estate planning documents that fundamentally changed the plan and made a substantial gift to Michael. ...

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Lodi Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Scott L. Harper

Jerry D Hall

Francis Xavier Mohan

Sabrina Miaei Schneweis-Coe

Andrew David Smith

Antone Lee Zupo

Christopher Herrick Engh

Jeffrey Ernest Prag

Dennis Shore

Jason William Harrel

TIPS

LEGAL TERMS

PROPERTY CONTROL TRUST

ABATEMENT

TRUST DEED

DISTRIBUTEE

BEQUEATH

FAMILY ALLOWANCE

NET ESTATE

NONPROBATE

BENEFICIARY

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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