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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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Katherine Spencer Zelazny

Tax, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 31 Years

CONTACT

Saint Helena, CA 94574

Dennis Vincent Montalbano

Income Tax, Trusts, Estate, Medical Malpractice

Status: In Good Standing Licensed: 33 Years

CONTACT

Calistoga, CA 94515

Matthew Elliott Demchuk

Other, Trusts, Estate, Business

Status: In Good Standing Licensed: 29 Years

CONTACT

1000 Brown St, Saint Helena, CA 94574

Brian Alan Noble

Litigation, Trusts, Employee Rights, Contract

Status: In Good Standing Licensed: 23 Years

CONTACT

730 2Nd St, Santa Rosa, CA 95404

Edwin Calhoun Shiver

Trusts

Status: In Good Standing Licensed: 63 Years

CONTACT

309 Miramonte Place, Santa Rosa, CA 95409

David Giorgi Bjornstrom

Trusts, Estate, Corporate, Reorganization

Status: In Good Standing Licensed: 41 Years

CONTACT

4068 Montecito Ave, Santa Rosa, CA 95404

Elizabeth A Barbu Sullivan

Dispute Resolution, Communication & Media Law, Trusts, Contract

Status: In Good Standing Licensed: 36 Years

CONTACT

2876 Spyglass Ct, Santa Rosa, CA 95405

Patty Taylor Mellana

Other, Trusts, Estate, Business

Status: In Good Standing Licensed: 36 Years

CONTACT

1118 Kenilworth Ave, Santa Rosa, CA 95452

Sumner Carson Mitchell

Real Estate, International, Trusts, Business

Status: In Good Standing Licensed: 62 Years

CONTACT

820 Yulupa Ave, Santa Rosa, CA 95405

Naomi Elizabeth Metz

Trusts, Estate

Status: In Good Standing Licensed: 16 Years

CONTACT

122 Calistoga Rd, Santa Rosa, CA 95409

800-923-0641

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LEGAL TERMS

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.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

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.

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.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

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

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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Pope Valley Trusts Lawyer, California

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Katherine Spencer Zelazny

Dennis Vincent Montalbano

Matthew Elliott Demchuk

Brian Alan Noble

Edwin Calhoun Shiver

David Giorgi Bjornstrom

Elizabeth A Barbu Sullivan

Patty Taylor Mellana

Sumner Carson Mitchell

Naomi Elizabeth Metz

TIPS

LEGAL TERMS

CONTINGENT BENEFICIARY

SURVIVING SPOUSE'S TRUST

INCOMPETENCE

HEIR AT LAW

CERTIFIED COPY

AB TRUST

PER STIRPES

ADMINISTRATRIX

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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