Marion County, OR Estate Planning Lawyers

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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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2. Email
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Includes: Gift Taxation

Jeffrey G Moore

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 26 Years

CONTACT

Salem, OR 97308

Christopher Bruce Matheny

Estate Planning, Civil Rights, Contract, Credit & Debt

Status: In Good Standing

CONTACT

1644 Liberty St Se, Salem, OR 97302

Ryan Wesley Collier

Estate Planning, Estate, Guardianships & Conservatorships, Corporate

Status: In Good Standing

CONTACT

1020 Liberty St Se, Salem, OR 97302

Joseph H Hobson

General Practice

Status: In Good Standing Licensed: 49 Years

CONTACT

530 Center St Ne, Salem, OR 97301

Dawn Marie Reynolds

General Practice

Status: In Good Standing

CONTACT

495 State St, Salem, OR 97301

Catherine Schulist Yao

International Tax, Agriculture, Estate Planning, Corporate

Status: In Good Standing Licensed: 10 Years

CONTACT

1011 Commercial St NE, Salem, OR 97301

Randall J Adams

Income Tax, Corporate Tax, Tax, Gift Taxation

Status: In Good Standing Licensed: 33 Years

CONTACT

195-B N. Main Street, Mount Angel, OR 97362

Matthew G Shepard

Commercial Real Estate, Estate Planning, Business & Trade, Business

Status: In Good Standing Licensed: 14 Years

CONTACT

Salem, OR 97308

William James Weidner

Tax, Business & Trade, Corporate, Estate Planning

Status: In Good Standing Licensed: 14 Years

CONTACT

Weidner Law, LLC, Salem, OR 97308

800-923-0641

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LEGAL TERMS

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.

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.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

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.

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.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

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. ...

Landauer v. Landauer

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Marion County, OR Estate Planning Lawyers

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Jeffrey G Moore

Christopher Bruce Matheny

Ryan Wesley Collier

Joseph H Hobson

Dawn Marie Reynolds

Catherine Schulist Yao

Randall J Adams

Matthew G Shepard

William James Weidner

TIPS

LEGAL TERMS

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

WILL

CERTIFIED COPY

SUCCESSOR TRUSTEE

CONSERVATOR

BYPASS TRUST

DEATH TAXES

POUR-OVER WILL

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

SAMPLE LEGAL CASES

Connall v. Felton

LANDAUER v. LANDAUER

Landauer v. Landauer

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