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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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Scott Campbell Tolstad

Power of Attorney, Estate, Estate Administration, Trusts, Wills & Probate

Status: In Good Standing Licensed: 42 Years

CONTACT

Valley Center, CA 92082

Andy B Aston

Trusts

Status: In Good Standing Licensed: 27 Years

CONTACT

Pauma Valley, CA 92061

Christopher Scolinos

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 28 Years

CONTACT

7424 Rainbow Heights Rd, Fallbrook, CA 92028

Edward Joseph Miller

Real Estate, Lawsuit & Dispute, Trusts, Estate, Business

Status: In Good Standing Licensed: 18 Years

CONTACT

41911 5Th St, Temecula, CA 92590

Robert Joseph Galliano

Wills, Trusts, Estate, Elder Law

Status: In Good Standing Licensed: 43 Years

CONTACT

2 Better World Cir, Temecula, CA 92590

Amy Kathleen Nett

Commercial Real Estate, Trusts, Estate, Corporate

Status: In Good Standing Licensed: 23 Years

CONTACT

1 Ridgegate Dr, Temecula, CA 92590

Jenny Dalton Shin

Wills, Trusts, Estate, Employee Rights

Status: In Good Standing Licensed: 24 Years

CONTACT

1 Ridgegate Dr, Temecula, CA 92590

Laila Johnson Kepler

International, Trusts, Gift Taxation, Estate

Status: In Good Standing

CONTACT

43460 Ridge Park Dr, Temecula, CA 92590

Edward J. Nowakoski

Real Estate, Trusts, Estate, Business

Status: In Good Standing Licensed: 42 Years

CONTACT

41955 Fourth St, Temecula, CA 92590

Edward John Nowakoski

Trusts, DUI-DWI, Business, Animal Bite

Status: In Good Standing Licensed: 42 Years

CONTACT

41955 4Th St, Temecula, CA 92590

800-923-0641

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LEGAL TERMS

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

MARITAL LIFE ESTATE TRUST

See AB trust.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

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.

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.

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.

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.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

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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Pala Trusts Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Scott Campbell Tolstad

Andy B Aston

Christopher Scolinos

Edward Joseph Miller

Robert Joseph Galliano

Amy Kathleen Nett

Jenny Dalton Shin

Laila Johnson Kepler

Edward J. Nowakoski

Edward John Nowakoski

TIPS

LEGAL TERMS

PUBLISHED WORK

GENERATION-SKIPPING TRUST

MARITAL LIFE ESTATE TRUST

EXEMPTION TRUST

SELF-PROVING WILL

PUBLIC ADMINISTRATOR

CONSERVATOR

DEATH TAXES

PROVING A WILL

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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