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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

Amy Elvira Bilyeu

International Tax, International, Estate Planning, Estate

Status: In Good Standing Licensed: 23 Years

CONTACT

900 Sw 5Th Ave, Happy Valley, OR 97204

Stephen John Klarquist

Commercial Real Estate, International Tax, Electronic Commerce, Estate Planning

Status: In Good Standing Licensed: 39 Years

CONTACT

900 Sw 5Th Ave, Happy Valley, OR 97204

Holly Noel Mitchell

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 40 Years

CONTACT

900 Sw 5Th Ave, Happy Valley, OR 97204

Richard W. Miller

Commercial Real Estate, International Tax, Estate Planning, Corporate

Status: In Good Standing Licensed: 48 Years

CONTACT

900 Sw 5Th Ave, Happy Valley, OR 97204

Robin Smith

International Tax, Estate Planning, Guardianships & Conservatorships, Non-profit

Status: In Good Standing Licensed: 25 Years

CONTACT

520 SW Yamhill St, Happy Valley, OR 97204

Robin A Smith

International Tax, Estate Planning, Guardianships & Conservatorships, Non-profit

Status: In Good Standing Licensed: 25 Years

CONTACT

520 Sw Yamhill St, Happy Valley, OR 97204

Heather L Guthrie

Estate Planning, Estate, Guardianships & Conservatorships, Business

Status: In Good Standing Licensed: 24 Years

CONTACT

851 Sw 6Th Ave, Happy Valley, OR 97204

I Kenneth Davis

Electronic Commerce, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 36 Years

CONTACT

851 Sw 6Th Ave, Happy Valley, OR 97204

Peter Laird Osborne

International Tax, International, Estate Planning, Corporate

Status: Inactive Licensed: 51 Years

CONTACT

1211 Sw 5Th Ave, Happy Valley, OR 97204

Jennifer Lee Woodhouse

International Tax, International, Estate Planning, Guardianships & Conservatorships

Status: In Good Standing Licensed: 29 Years

CONTACT

1211 Sw 5Th Ave, Happy Valley, OR 97204

800-923-0641

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LEGAL TERMS

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

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.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving 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 capita, Julie and the two grandchildren will each take a third. If, on the other hand, 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).

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.

SAMPLE LEGAL CASES

Connall v. Felton

... a friend. The deed stated that "[t]he true and actual consideration paid for this transfer is $-0-; estate planning." The decedent had the deed notarized at a title insurance company and then recorded the deed. Plaintiff learned ...

LANDAUER v. LANDAUER

... that defendants had acted in concert to exercise undue influence over Henry and Gertrude in a manner that induced them to sell the farm for less than its fair market value under terms that they did not comprehend and that were inconsistent with their estate planning objectives. ...

Portland Estate Planning Lawyer, Oregon, page 4

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Amy Elvira Bilyeu

Stephen John Klarquist

Holly Noel Mitchell

Richard W. Miller

Robin Smith

Robin A Smith

Heather L Guthrie

I Kenneth Davis

Peter Laird Osborne

Jennifer Lee Woodhouse

TIPS

LEGAL TERMS

BENEFICIARY

SPRINKLING TRUST

IN TERROREM

DEVISEE

INHERIT

OFFICER

QTIP TRUST

PER CAPITA

LAPSE

SAMPLE LEGAL CASES

Connall v. Felton

LANDAUER v. LANDAUER

Landauer v. Landauer

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