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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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Ann Marie Eberts

Lawsuit & Dispute, Deportation, Trusts, Estate

Status: In Good Standing Licensed: 18 Years

CONTACT

1160 N Dutton Ave, Santa Rosa, CA 95401

Adam Paul Eberts

Litigation, Wills, Trusts, Elder Law

Status: In Good Standing Licensed: 18 Years

CONTACT

1160 N Dutton Ave, Santa Rosa, CA 95401

Adam Paul Eberts

Litigation, Wills, Trusts, Elder Law

Status: In Good Standing Licensed: 18 Years

CONTACT

1160 N Dutton Ave, Santa Rosa, CA 95401

Steven Mark Waite

Wills, Trusts, Estate

Status: In Good Standing Licensed: 13 Years

CONTACT

616 Strech Ln, Windsor, CA 95492

Kristen Michelle Ingersoll

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 23 Years

CONTACT

200 Fourth Street, Santa Rosa, CA 95401

Arthur L Lafranchi

Trusts

Status: In Good Standing Licensed: 62 Years

CONTACT

420 Aviation Blvd, Santa Rosa, CA 95403

Elizabeth Ann Larssen

Immigration, Trusts, Estate

Status: Inactive Licensed: 24 Years

CONTACT

420 Aviation Blvd, Santa Rosa, CA 95403

Mia Rose Shirley

Commercial Real Estate, Trusts, Banking & Finance, Business

Status: In Good Standing Licensed: 11 Years

CONTACT

420 Aviation Blvd, Santa Rosa, CA 95403

William M Andrews

Real Estate, Trusts, Employment, DUI-DWI

Status: In Good Standing Licensed: 55 Years

CONTACT

420 Aviation Blvd, Santa Rosa, CA 95403

Roger Jon Illsley

Dispute Resolution, Immigration, Trusts, Criminal

Status: In Good Standing Licensed: 44 Years

CONTACT

438 1St St, Santa Rosa, CA 95401

800-923-0641

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LEGAL TERMS

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.'

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

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.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

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.

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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Pope Valley Trusts Lawyer, California, page 6

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Ann Marie Eberts

Adam Paul Eberts

Adam Paul Eberts

Steven Mark Waite

Kristen Michelle Ingersoll

Arthur L Lafranchi

Elizabeth Ann Larssen

Mia Rose Shirley

William M Andrews

Roger Jon Illsley

TIPS

LEGAL TERMS

INCOMPETENCE

EXECUTOR

WARRANTY DEED

GRANTOR RETAINED INCOME TRUST

FINAL BENEFICIARY

SURVIVING SPOUSE'S TRUST

REMAINDERMAN

EXEMPTION TRUST

PROVING A WILL

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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