Lodi Trusts 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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Randall Ward Rosa

Power of Attorney, Trusts, Civil & Human Rights, Insurance

Status: In Good Standing Licensed: 42 Years

CONTACT

115 S School St, Lodi, CA 95240

Sabrina Miaei Schneweis-Coe

Estate Planning, Trusts, Mediation, Family Law

Status: In Good Standing

CONTACT

404 West Pine Street, Lodi, CA 95240

Steven John Cottrell

Trusts, Estate, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 48 Years

CONTACT

125 N Pleasant Ave, 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

Robert Oldfield Hardwick

Trusts, Estate

Status: In Good Standing Licensed: 49 Years

CONTACT

115 W Walnut St, Lodi, CA 95240

Harold Douglas Duncan

Estate Planning, International Tax, Business, Trusts, Estate

Status: In Good Standing Licensed: 30 Years

CONTACT

Lodi, CA 95241

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

Richard Salvatore Calone

Tax, Timeshare, International Tax, Trusts, Bankruptcy

Status: In Good Standing Licensed: 53 Years

CONTACT

1810 Grand Canal Blvd, Stockton, CA 95207

George Kent Gibson

Real Estate, Trusts, Commercial Real Estate

Status: Retired Licensed: 47 Years

CONTACT

10100 Trinity Pkwy, Stockton, CA 95219

800-923-0641

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LEGAL TERMS

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

CREDIT SHELTER TRUST

See AB trust.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

LIFE BENEFICIARY

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

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

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.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

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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Lodi Trusts Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Randall Ward Rosa

Sabrina Miaei Schneweis-Coe

Steven John Cottrell

Andrew David Smith

Robert Oldfield Hardwick

Harold Douglas Duncan

Christopher Herrick Engh

Jeffrey Ernest Prag

Richard Salvatore Calone

George Kent Gibson

TIPS

LEGAL TERMS

INVENTORY

CREDIT SHELTER TRUST

LAPSE

LIFE BENEFICIARY

QTIP TRUST

AB TRUST

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

INHERITANCE TAXES

PRETERMITTED HEIR

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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