Mammoth Lakes 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

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Richard William Liebersbach

Landlord-Tenant, Real Estate

Status: In Good Standing

CONTACT

Mammoth Lakes, CA 93546

Gerald Fitzgibbon Mohun

Litigation, Estate, Family Law, Property Damage

Status: In Good Standing

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Mammoth Lakes, CA 93546

Carl Michael Hovland

Trusts, Family Law, Banking & Finance, Medical Malpractice

Status: Inactive Licensed: 57 Years

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Mammoth Lakes, CA 93546

Mary Dinius White

Estate, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 33 Years

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100 Thompsons Way, Mammoth Lakes, CA 93546

Christopher Ryan Wood

Estate, Employee Rights, Divorce & Family Law, Criminal

Status: In Good Standing Licensed: 13 Years

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126 Old Mammoth Rd, Mammoth Lakes, CA 93546

William Alexander Kerr

General Practice

Status: Inactive Licensed: 57 Years

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Mammoth Lakes, CA 93546

James Stanley Reed

Lawsuit & Dispute, Government, Environmental Law, Business

Status: Inactive

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Mammoth Lakes, CA 93546

Wendy Lynn Schneider

Lawsuit & Dispute, Employment, Consumer Rights

Status: Inactive Licensed: 29 Years

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553 Sierra Springs Dr, Mammoth Lakes, CA 93546

Claudia Silverman

Family Law

Status: Suspended Licensed: 45 Years

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Mammoth Lakes, CA 93546

Randall Lewis Gephart

Commercial Real Estate, Arbitration, Criminal, Administrative Law

Status: In Good Standing Licensed: 43 Years

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Mammoth Lakes, CA 93546

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LEGAL TERMS

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

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.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

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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Mammoth Lakes Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Richard William Liebersbach

Gerald Fitzgibbon Mohun

Carl Michael Hovland

Mary Dinius White

Christopher Ryan Wood

William Alexander Kerr

James Stanley Reed

Wendy Lynn Schneider

Claudia Silverman

Randall Lewis Gephart

TIPS

LEGAL TERMS

FAILURE OF ISSUE

DEATH TAXES

ALTERNATE BENEFICIARY

PROBATE

DISCHARGE (OF PROBATE ADMINISTRATOR)

HEIR APPARENT

GENERATION-SKIPPING TRANSFER TAX

ANCILLARY PROBATE

ADMINISTRATION (OF AN ESTATE)

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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