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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

Ernest William Degasparis

Private Schools, Estate Planning, Family Law, Business

Status: In Good Standing Licensed: 50 Years

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301 E Main St, Santa Maria, CA 93454

John B. Galvin

Real Estate, International Tax, Estate Planning, Corporate

Status: In Good Standing

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2933 San Marcos Avenue, Los Olivos, CA 93441

Jack L Collison

Real Estate, Estate Planning, Wills & Probate, Trusts, Estate

Status: In Good Standing

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1610 Oak Street, Solvang, CA 93463

Charles LeBeau

Accident & Injury, Personal Injury, Estate, Estate Planning

Status: In Good Standing Licensed: 45 Years

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312 E Cook St, Santa Maria, CA 93454

James Charles Daloisio

White Collar Crime, Gift Taxation, Criminal

Status: In Good Standing Licensed: 35 Years

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45 Dearborn Pl, Santa Barbara, CA 93117

Jason Stratos Sampas

Real Estate, Gift Taxation, Corporate, Business

Status: In Good Standing Licensed: 10 Years

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3463 State St, Santa Barbara, CA 93105

Nicholas John Schneider

International Tax, Wills, Trusts, Estate Planning, Business

Status: In Good Standing

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3905 State Street, Santa Barbara, CA 93105

Joleen Shively Kocmur

International, Gift Taxation, Employee Rights

Status: In Good Standing Licensed: 24 Years

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7559 Palos Verdes Dr, Santa Barbara, CA 93117

Stephen W. Erickson

Internet, Estate Planning, Employment, Contract

Status: In Good Standing Licensed: 26 Years

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427 E Carrillo St, Santa Barbara, CA 93101

Michael Edwin Pfau

Tax, Real Estate, Gift Taxation, Business

Status: In Good Standing

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1421 State St, Santa Barbara, CA 93101

800-923-0641

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LEGAL TERMS

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

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.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

SUCCESSOR TRUSTEE

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

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

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.

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.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

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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New Cuyama Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Ernest William Degasparis

John B. Galvin

Jack L Collison

Charles LeBeau

James Charles Daloisio

Jason Stratos Sampas

Nicholas John Schneider

Joleen Shively Kocmur

Stephen W. Erickson

Michael Edwin Pfau

TIPS

LEGAL TERMS

INTESTATE

SPECIFIC BEQUEST

PROPERTY CONTROL TRUST

ENDOWMENT INSURANCE

SUCCESSOR TRUSTEE

PUBLIC ADMINISTRATOR

ADMINISTRATION (OF AN ESTATE)

AB TRUST

PETITION

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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