Nipomo 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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Guy Wendell Murray

Trusts, Estate, Personal Injury, Motorcycle Accident, Car Accident

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255 N Wilson St, Nipomo, CA 93444

Michael Eddie Zimmerman

Slip & Fall Accident, Estate, Premises Liability, Trusts

Status: Licensed: 47 Years

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Arroyo Grande, CA 93421

Michael J Boyajian

Construction, Real Estate, Lawsuit & Dispute, Trusts

Status: Licensed: 38 Years

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1178 E Grand Ave, Arroyo Grande, CA 93420

Soma F Baldwin

Trusts, Estate, Family Law, Divorce & Family Law

Status: Licensed: 63 Years

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Santa Maria, CA 93456

Jonathan S Milder

Business, Civil Rights, Trusts, Litigation, Construction

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301 E Cook St, Santa Maria, CA 93454

James Patrick O'Neill

Commercial Real Estate, Trusts, Business, Credit & Debt

Status: Licensed: 44 Years

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301 E Cook St, Santa Maria, CA 93454

Stephen Nathan Guy Dorsi

Estate, Intellectual Property, Real Estate, Trusts

Status: Licensed: 52 Years

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2710 Branch Mill Rd, Arroyo Grande, CA 93420

George L. Wittenburg

Real Estate, Trusts, Corporate, Civil Rights

Status: Licensed: 60 Years

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2550 Professional Pkwy, Santa Maria, CA 93455

J. Dean Johnson

Other, Real Estate, Trusts, Estate

Status: Licensed: 44 Years

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928 W Grand Ave, Grover Beach, CA 93433

Clifford Hughes Clark

Trusts, Estate

Status: Licensed: 75 Years

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230 N 9Th St, Grover Beach, CA 93433

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LEGAL TERMS

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

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.

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.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

SUCCESSOR TRUSTEE

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

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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Nipomo Trusts Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Guy Wendell Murray

Michael Eddie Zimmerman

Michael J Boyajian

Soma F Baldwin

Jonathan S Milder

James Patrick O'Neill

Stephen Nathan Guy Dorsi

George L. Wittenburg

J. Dean Johnson

Clifford Hughes Clark

TIPS

LEGAL TERMS

POWER OF APPOINTMENT

GRANTOR

CONTINGENT BENEFICIARY

STATUTORY SHARE

SELF-PROVING WILL

BYPASS TRUST

LAPSE

INHERIT

SUCCESSOR TRUSTEE

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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